Complexity is Our Specialty

When you need a collaborative partner to deliver effective and durable resolutions to complex situations, Carl Marks Advisors is the right choice.

Partnering With Us

Carl Marks Advisors brings a culture of reliability, integrity and personal commitment to every assignment. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve a comprehensive resolution.

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Meet Our Team

Our integrated client service teams unite industry, operational, and transactional expertise to create effective solutions in complex situations.

Terry Ryan

Terry has over 30 years of experience as a financial advisor and operating executive, specializing in helping business owners, private equity sponsors, boards of directors and lenders with strategic and operational initiatives that drive value.

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David Endo

David has nearly a decade of financial restructuring and investment banking experience providing execution services for various financial advisory assignments, including M&A, debt and equity capital raises, and financial restructurings.

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Joshua Noble

Joshua has over six years of experience providing advisory services to underperforming companies with an emphasis on financial and operational restructuring, liquidity management, and corporate valuation.

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