Carl Marks Advisors provides a full suite of Operational Advisory services to companies and their stakeholders in periods of distress or transition:
- Identification of the core issues affecting a business’s performance
- Assess liquidity needs and identify potential opportunities for improvement
- Development and execution of an optimized business plan
- Assist in negotiating a restructuring plan, inside or outside of a court process
- Provide interim management including Chief Restructuring Office (CRO)
- Creditor advisory
Business Assessment
- Liquidity assessment including 13-week cash flow and working capital
- Historical financial and operational trend analysis to understand current performance
- Management operating system critique including leadership/management assessment
- Evaluate existing business plan, including sensitivity modeling and risk analysis
- Identification of performance enhancement opportunities
Leadership and Assistance
- Interim management – CEO, CFO, CRO, operational roles
- Development and execution of a plan
- Liquidity management
- Operational restructuring
- In court restructuring support
Performance Enhancement
- Revenue growth
- Operational performance improvement
- Leadership capability enhancement
- Cost reduction initiatives
- Project Management Office (PMO) leadership
- Function focused optimization