Financial Services

Even in the most troublesome economic environments, our team of experts can assist in finding solutions to the most complex challenges, ensuring positive outcomes for all stakeholders.

New challenges and opportunities are reshaping the financial services industry. Complex regulatory rules, expensive legacy assets, looming cybersecurity threats, and digital innovation are pressuring financial institutions to rethink their operating models.

Our team of highly respected investment bankers, restructuring professionals, and specialists in business transformation understand what it takes to deliver successful outcomes to the financial services industry. With our strategic insights and network of relationships, we develop and execute solutions for all stakeholders, including M&A advisory, capital raising, balance sheet alternatives, and other strategic options.

Examples of Our Work


Select Team Members

Evan Tomaskovic

Managing Partner
Evan has over 20 years of investment banking experience, specializing in complex restructuring, mergers and acquisitions, and financings across a variety of industries.

Mark Claster

Mark has more than 40 years of executive leadership, investment banking and advisory experience.

David Endo

Managing Director
David has nearly a decade of financial restructuring and investment banking experience with M&A, debt and equity capital raises, and financial restructurings.

To learn more about Carl Marks Advisors' capabilities in guiding you through complex financing situations, please call or email us.

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