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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, Houston, TX 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.
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