Jonathan Killion, CFA

Managing Director
  • Expertise includes assessing performance issues, identifying tangible recommendations to improve performance and assessing the best strategic options available to our client.
  • Frequent contributor on issues challenging healthcare organizations in the current competitive environment.
  • 2018 M&A Advisors 9th Annual Emerging Leaders Award Winner & 2018 CFA 40 Under 40 Recipient.
  • Energy
  • Manufacturing
  • Food Production & Distribution
  • Professional Services
  • Financial Services
  • Transportation & Logistics
  • Technology

Mr. Killion’s advisory experience includes advising underperforming organizations or their capital providers. Specific expertise includes assessing performance issues, identifying tangible recommendations to improve performance and assessing the best strategic options available to our client.

Prior to joining Carl Marks Advisors, Mr. Killion worked in the audit services group at Deloitte & Touche LLP, where his clients included Fortune 250 Companies. His most notable engagements included the audit of the Merck and Schering-Plough joint venture, which involved annual sales exceeding $5 billion, and the audits of Dr. Scholl’s and Coppertone.

Mr. Killion was the financial advisor and banker to Midstate Mills, winner of the 2014 Distressed M&A Deal of the Year (between $10 million and $50 million) by M&A Advisor for its sale to Renovo Capital LLC. He was also a member of the team that won 2010 Turnaround of the Year Award Large Company Category by the Turnaround Management Association for Sleep Innovations.

Mr. Killion earned a BS in Business Administration from Georgetown University and currently serves as the President of the Northern New Jersey Georgetown Alumni Club. He is a Chartered Financial Analyst as well as a FINRA General Securities Representative. Mr. Killion is also a recipient of the 2018 CFA 40 Under 40 Award and a 2018 M&A Advisor 9th Annual Emerging Leaders Award Winner.

Articles

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