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Carl Marks Securities

Carl Marks Securities

New York City, New Yorkthecmagroup.com

Overview

Carl Marks Securities is an investment banking and financial advisory firm that provides services related to private placements of debt and equity capital for middle-market companies.

Year Founded

2006

Portfolio Companies

1

Investments

Carl Marks Securities investments
CompanyDateStageLead
Genie Enterprise Inc.Apr 2018Series ALead

Key People

Brian Williams

Managing Partner

Evan Tomaskovic

Managing Partner

Keith Daniels

Managing Partner

Bobby Lau

Partner

Chris Parisi

Partner

Marc Pfefferle

Partner

Warren H. Feder

Partner

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNew York City, New York
Year Founded2006

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