Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.

At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to create effective solutions in even the most challenging situations. Our senior professionals are hands-on leaders who collaborate with clients to develop and implement improvement initiatives while enabling management teams to focus on running their businesses. 


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Carl Marks Advisors

Evan Tomaskovic

Keith Daniels

Marc Pfefferle

Michael Gordon

Stephen Funnell

Matthew Dowell

Tom Cunningham

Jeanine Krattiger

Bobby Lau

Jon Bushnell

Benjiman Godbout

The Investment Banking Team at Carl Marks Advisors specializes in providing transactional and financial advisory services, including mergers and acquisitions (M&A), capital raising, and restructuring. Comprised of senior professionals and experts, the team collaborates closely with clients to navigate complex financial landscapes, offering customized solutions that drive growth and operational improvements. Leveraging their industry expertise and proactive approach, they help clients achieve successful outcomes in both stable and challenging market conditions.

Investment Banking Team

Leadership Team

Management Team

Investment Banking Team

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Leadership Team

Management Team