Strategist - Carl Marks Advisors

At Carl Marks Advisors,

our clients face a number of operational and financial headwinds due to pricing pressures, increased costs, and declining revenue. We are a collaborative partner that brings a complete solution – seasoned investment bankers with nuanced restructuring expertise and relevant industry experience who can quickly evaluate and execute any number of strategic alternatives. Our senior-level team employs an interdisciplinary approach and is experienced in assessing complex, highly leveraged situations and achieving maximum returns for our clients.

Keith Daniels

Keith has more than 20 years of experience as a financial restructuring advisor, specializing in balance sheet restructurings, operational turnarounds, budget/market analysis, cash/liquidity forecasting, creditor negotiations, and bankruptcy.

Partner
Marc Pfefferle

Marc has more than 30 years of financial and operational restructuring experience with a strong track record of increasing enterprise value through strategic repositioning, business portfolio adjustment, and revenue enhancement.

Partner
Scott Webb

Scott has over 15 years of investment banking and restructuring experience specializing in advising clients throughout the capital structure on financial restructuring, mergers and acquisitions and distressed capital raises.

Partner
Brian Williams

Brian has more than 20 years of investment banking, strategic advisory and operating experience. He specializes in the oil & gas industry, focusing on M&A, capital raises, restructurings, and executive management.

Partner
Jonathan Killion, CFA

Jonathan has nearly 15+ years of financial advisory experience, specializing in advising clients on strategic planning, liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Managing Director
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.

Director