David Orr

Analyst
  • Experience in leveraged finance and M&A transactions, as he supported the analysis, due diligence, and negotiation of investments for a diversified global investment holding company.
  • Is a hands-on, collaborative partner who works closely with management teams and other stakeholders to achieve positive outcomes.
  • Has expertise in financial modeling, due diligence, analysis, planning, and execution.
  • Grocery & Food Distribution
  • Healthcare
  • Manufacturing, Automotive & Industrials
  • Marine Transportation
  • Trucking and Logistics
  • Education
  • Financial Services
  • Real Estate

Mr. Orr’s background includes financial advisory and transaction experience, focused on financial modeling, due diligence, analysis, planning, and execution across a broad range of industries. He has worked closely with company owners, management teams, private equity groups, lenders, and investors.

Prior to joining Carl Marks Advisors, Mr. Orr worked at Steel Partners Holdings where he served as an Investment Analyst focusing on public and private sector small- to middle-market companies’ M&A in the Industrial, Consumer Goods, and Health & Wellness industries.

Mr. Orr holds a BA in Economics from the University of Michigan and is a FINRA Registered Representative.