Does anyone know anything about Carl Marks and their M&A team. Does anyone here have any insights on whether Carl Marks is a good place to work at and whether I would be able to lateral out to a larger MM / UMM IB?
Thanks
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I heard they have good kapital raises
Del
Del
Very Kollaborative
Heard everyone gets paid the same, from analysts to MDs
I know your comment is presumably sarcasm but is the firm really that bad?
Initially thought this was a troll, but after seeing that there actually is a firm named Carl Marks, I'll bite. These comments are all jokes about how "Carl Marks" sounds exactly like "Karl Marx", the author of The Communist Manifesto.
The Carl Marks merchant bank consists of different groups. Some are more well known than others. The most well-known are focused on distressed/special sits/restructuring work, and I'd rank them from best to worst: 1) $500mm+ distress hedge fund (~10 ppl), 2) turnaround business (40+ ppl), 3) investment banking restructuring group (~10 ppl), and 4) Aerospace & Defense Private Equity Fund ("CM Equity"), and 5) M&A group (max deal sizes ~$500mm, sweet spot being $150-250mm). They also have a family office that does deals globally, and some CRE. They seed new funds, such as Stone Goff Partners. Some big PE funds spun out of Carl Marks in the past, including The Jordan Company. The M&A group isn't very well known, and depending on your other offers or options, I'd avoid, unless you want to do LMM/MM M&A. Outside of restructuring/distressed investing, their groups are less known/active. Good luck.
Some finTwit or IG influencer that liquidity follows worked there
Doesn’t look like a good shop or somewhere that ppl lateral out to bigger banks
I see on LinkedIn somebody who went to a distress HF (Verition) directly from Carl Marks, a guy who went directly to Brightstar Capital (PE), another who went directly to UBS O'Connor HF, and a kid who went from HL RX to Carl Marks RX to Castlelake... looks like they're all distressed investing roles though. I see a kid at Guggenheim RX IB. Somebody on the other thread said a guy exited to MGG Investment Group and Morgan Stanley IB too, but I don't see them on Linkedin. Looks like a lot exited to other boutique rx shops too, or just changed industries entirely.
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