Success

Driving

Success

Through Change & Growth

At Carl Marks Advisors,

our clients face a number of complex problems, from implementing improvement initiatives through navigating transition and growth. We are a collaborative partner, helping businesses overcome obstacles, build momentum, and achieve success. Our expertise brings together operational, transactional, and industry knowledge to support organizations in even the most challenging situations.

Meet Members of Our Team

Keith Daniels

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

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.

Brian Williams

Managing Partner
Brian has over 20 years of experience in the oil & gas industry, and focuses on M&A, capital raises, restructurings, and executive management.

Benjiman Godbout

Managing Director
Ben brings a comprehensive combination of investment banking and financial & operational restructuring expertise to each engagement.

Stephen Funnell

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

Michael Finer

Associate
Michael’s public accounting experience includes financial statement audits, control auditing, and SEC public filings with both privately and publicly held companies.

Our Experience

Contact Us

For more information about how we can help your organization or to stay up-to-date with the latest news from Carl Marks Advisors, contact us.

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