An Experienced Team Custom Built for You.

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.

Robert Speer

Chief Financial Officer
Bob is the Chief Financial Officer of Carl Marks Advisors.

J. Jette Campbell

Jette has more than 40 years of experience as a financial advisor and operating executive, specializing in financial restructuring and business strategy.

Mark Claster

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

Warren H. Feder

Warren has more than 30 years of experience specializing in corporate mergers, sales, acquisitions, restructurings, sourcing of capital, and investing.

Jonathan Killion

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

Robert C. Lau III

Bobby has more than 30 years of experience as a senior executive in U.S. financial markets. He leads Carl Marks Advisors’ nationwide business development effort.

Duff Meyercord

Duff has over 40 years of experience providing financial and operational advisory services. His expertise includes turnarounds, restructurings, M&A and lender relations.

Christopher Parisi

Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Marc Pfefferle

Marc has more than 30 years of increasing enterprise value through strategic repositioning, business portfolio adjustment, and revenue enhancement.

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