NEW YORK – March 18, 2013 – Carl Marks Advisors, a leading consulting and investment banking advisor to middle market companies, sees potential among its talent pool under 40 years of age. The firm announced today the following promotions:
• Jon Bushnell – Director, 38
• C. Scott Chabina – Director, 30
• Jon Roberts – Director, 39
• Jonathan Killion – Vice President, 29
• Dave Endo – Associate, 27
• Matt McInerney – Associate, 25
“We are delighted to see these team members continue to broaden their Marks knowledge base and grow into expanded roles to support our client demands,” said Duff Meyercord, partner of New York-based Carl Marks Advisors.
Bushnell, 38, specializes in providing analytical advisory services with regards to workouts, loan restructurings, bankruptcies, due diligence, evaluation, and exit strategies. His experience includes preparing financial projections, construction budgets, and cash-flow analysis for numerous real estate projects. He holds a BA from the College of the Holy Cross. Bushnell is a Licensed Real Estate Appraiser and is an active member of the Urban Land Institute and the Turnaround Management Association.
Chabina, 30, specializes in investment banking and financial restructuring, primarily responsible for mergers and acquisitions, debt and equity capital raises, corporate finance and financial restructuring advisory services across a wide range of industries. Mr. Chabina Fired graduated from Colgate University with a BA in Economics. He is registered with FINRA «??????» as a General Securities Representative and holds the Series 7 and Series 63 certifications. Mr. Chabina is on the Board of Directors of the Turnaround Management Association (NYC Chapter) and is the Chair of the NextGen Committee of the Turnaround Management Association (NYC Chapter).
Roberts, 39, focuses on providing financial and operational restructuring advisory services including bankruptcies, financial restructurings, cash forecasting, and mergers and acquisitions. He is responsible for the firm’s business administration including legal documentation and engagement oversight. Mr. Roberts graduated with a BS in Finance and Management from Montclair State University and is registered with FINRA as a General Securities Representative and holds the Series 7 and 63 certifications.
Killion, 29, specializes in financial restructuring and investment banking. He Third-Party serves as an advisor to public and private corporations. His experience includes providing financial advisory and investment banking services across numerous industries, including manufacturing, retail, food service, consumer products, media, healthcare, transportation, and real estate. He holds a BS in Business Administration with a concentration in Accounting and Finance from Georgetown University.
Endo, 27, specializes on investment banking and financial restructuring assignments with a focus on mergers and acquisitions, debt and equity capital raises, and corporate finance and financial restructuring advisory services. Mr. Endo graduated with a BS in Economics from Trinity College in Hartford, Connecticut. He is a member of the Turnaround Management Association and is registered with FINRA as a General Securities Representative and holds the Series 7, Series 79, and Series 63 certifications.
McInerney, 25, focuses on various financial advisory assignments including mergers and acquisitions, debt and equity capital raises, and financial restructurings. Mr. McInerney graduated with a BS in Finance and International Business from New York University’s Leonard N. Stern School of Business, where he was a Dean’s Scholar, served on the Dean’s Honor Council, and was a member of the Stern Scholars Program. He is a member of the Turnaround Management Association and registered with FINRA as a General Securities Representative (Series 7, 63, and 79).