PE/VC  Carl Marks

http://www.carlmarks.com





     Office Locations:

336 Main Street
P.O. Box 1005
Bedminster, NJ 07921
Phone: 908-234-2373

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Stages:

  • Late
  • Middle Market


 

Industries:

  • Consumer Products & Services
  • Information Technology
  • Sports & Entertainment

  •  

    Description:

    Founded in 1925, Carl Marks began as a dealer of foreign securities in the United States. The company has diversified into a multi-faceted investment and advisory services firm offering a range of specialized services, including corporate revitalization and investment banking, distressed securities, private equity, real estate and asset management. The firm has several different investment vehicles. The Carl Marks Opportunity Fund invests in later stage Venture Capital opportunities as well as middle market companies, with investments ranging from $500,000 to $5 million. The Carl Marks Private Equity fund focuses on control investments in services oriented companies. A private equity affiliate of Carl Marks, Merchant Partners, invests in mature, middle-market companies with enterprise values ranging between $10 million and $50 million. Focused on companies capable of improving fundamental performance, with each investment Merchant Partners provides its strategic and operational expertise to support the development and execution of an effective business plan, thus maximizing the value of the company. Carl Marks maintains additional offices in Bedminster, NJ, Vienna, VA and Charlotte, NC and serves clients throughout the U.S. To date, Carl Marks has invested in more than 400 businesses and real estate properties.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or New York Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Daniel Colon, Jr. Partner
    David F. Shnitkin Corporate Controller
    Joel R. Jacks Managing Partner
    Mark L. Claster President
    Peter M. Schulte Managing Partner

     

    Portfolio companies include:


      Ascendia Brands
        web link


      Dr. Miracles
        web link


      Elite Model Management
        web link


      Equiliease
        web link


      ES Originals
        web link


      Harry Wils & Co
        web link


      Industrial Color Brands
        web link


      Lifetime Brands
        web link


      Mattress Giant
        web link


      Metabolife
        web link


      MyRichUncle
        web link


      Piggly Wiggly
        web link


      Popular
        web link


      Robb Report
        web link


      Salus Surgical Group
        web link


      Soluol
        web link


      TwinLab
        web link


      Valeo
        web link


     

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