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. 


Business Development

Professional Services

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 Leadership Team at Carl Marks Advisors comprises senior professionals including the CEO, Managing Partners, Managing Directors, and Vice Presidents. This team provides strategic direction, drives high-level business development, and oversees critical client engagements. Their role involves setting the overall vision for the company, ensuring the delivery of integrated financial and operational advisory services, and fostering a collaborative environment to solve complex problems and guide clients through transitions and growth opportunities.

Leadership Team

Investment Banking Team

Management Team

Leadership Team

About

Team members

Other teams at Carl Marks Advisors

Investment Banking Team

Management Team