M&A Experience

Selling a family-owned or closely held business is a complex process requiring a unique set of skills. With Carl Marks Securities on your side, we quickly cut through the clutter of rapidly changing, complex issues to identify and execute the best solution.

Selling your company is often the most important financial decision the owner(s) of a family or closely held business will ever make. As part of a fourth-generation family-owned, entrepreneurial business, Carl Marks Securities truly understands this dynamic, and the pressures it brings at this critical juncture in the life of a company. Our team acts as a trusted advisor in these situations, working tirelessly to navigate the complexities and close the right deal with the right buyer at the right price.

We provide high-touch service, quarterbacking the sale transaction from sale preparation to closing. Unlike many other firms, there is no “Bait and Switch.” We bring partner-level attention to each aspect of the deal and guide the seller throughout the entire sale process.

Whether looking to sell a business, grow through an acquisition, or spin-off a business unit, Carl Marks Securities has the in-depth knowledge and experience required to help clients achieve their strategic and financial goals.  We are a true partner that will help guide you into and through the next phase of your business evolution, with the skillset, market knowledge and experience to get there.

Examples of Our Work

Attractive Sale of a Family Business that Allowed the Next Generation to Continue in Executive Roles
Will 2021 Be the Year of the Add-On Acquisition?
Successful Sale of Life Sciences Consulting Firm Supporting Drug Development Lifecycle
Successful Sale Positions a Profitable Utilities Service Provider for Growth
Successful Sale of Pet Products Firm Amidst COVID-19
Key Considerations When Deciding to Sell Your Business

Our Engagements

Select Team Members

If you are considering selling your business or growing through an acquisition, contact a member of our M&A team to learn more about how we can help.