Consumer Products

As the world of consumer products evolves with an overwhelming list of disruptions and challenges, Carl Marks Advisors leverages deep sector expertise to help businesses succeed.

Rapidly changing consumer priorities, accelerated by increasing complexity in global supply chains and intensifying competition, are just a few of the disruptions and challenges facing consumer products companies. Companies must be creative in finding ways to keep up with the changing consumer demand to compete successfully in this omnichannel environment.

We help these companies navigate the turbulence, quickly adapt, and prepare for the future. Our team, with their deep industry and operator experience, specializes in solving the toughest challenges for mid-market businesses, creating growth opportunities and maximizing value.

Examples of Our Work


Company Advisor
Moda Operandi
M&A Sell-Side Advisor
Pet Qwerks
Has been acquired by Petmate, a portfolio company of Olympus Partners
Successful Sale of Pet Products Firm Amidst COVID-19

Transaction completed by Carl Marks Securities LLC

Company Advisor
Bubbies Homemade Ice Cream & Desserts

Select Team Members

Keith Daniels

Managing Partner
Keith optimizes stakeholder value by providing comprehensive industry, operations and transaction expertise.

Jonathan Killion

Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Stephen Funnell

Vice President
Stephen has over seven years of experience in financial advisory services focusing on analysis, valuation, and liquidations.

To learn more about our team’s experience and expertise in helping consumer products companies, please call or email us.

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