Financial Services

A listing of some of our banking and financial services clients including hedge funds, commercial and community banks as well as private equity firms. 


A listing our non-profit clients that cover everything from social chage to educational reform.


A listing of our educational organizational clients from charter schools to educational reform institutions.

Carl Marks

A middle-market merchant bank led by professionals with diverse, real-world experience, specializing in principal investing and advisory services.

Carl Marks LogoFor three generations, Carl Marks has carried on its enduring history of creating value through clear thinking, thoughtful strategy, creative advice, and adept execution of plans, all built on a solid foundation of hard work, integrity, and values that have endured over time.

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