Carl Marks Securities
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.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Genie Enterprise Inc. | Apr 2018 | Series A | Lead |
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
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Carl Marks Securities based?
Carl Marks Securities is headquartered in New York City, New York, United States.
When was Carl Marks Securities founded?
Carl Marks Securities was founded in 2006.
How many portfolio companies does Carl Marks Securities have?
Carl Marks Securities has 1 portfolio company in Caplight's dataset.
What are some companies in Carl Marks Securities's portfolio?
Portfolio companies visible on Caplight include Genie Enterprise Inc..
What was Carl Marks Securities's most recent investment shown here?
Carl Marks Securities's most recent investment in this portfolio sample was in Genie Enterprise Inc. in 2018.
What sectors does Carl Marks Securities focus on?
Carl Marks Securities focuses on AI, Data & Cloud Infrastructure, Enterprise Software.
What company stages does Carl Marks Securities focus on?
Carl Marks Securities typically invests at the Early stage.