Keith Daniels

Partner
  • Has served in roles as an executive at Fortune 500 and middle market companies, interim executive, and a leader in the development and implementation of business improvement strategies.
  • Experience working with a variety of business structures, including ESOPs, Co-ops, publicly and privately held businesses.
  • Collaborates with boards, management teams and all stakeholders, providing operational and financial advisory services and transactional expertise to enable senior managers to focus on running their businesses.
  • Grocery
  • Consumer products
  • Healthcare
  • Retail
  • Manufacturing
  • Distributions & Transportation
  • Media & Entertainment
  • Automotive
  • Restaurants
  • Government contractors
  • Oil & Gas
  • Non-profit

Mr. Daniels works closely with Carl Marks Advisors colleagues to optimize stakeholder value by providing comprehensive industry, operations and transaction expertise to management, owners, boards of directors, senior secured lenders, bondholders, and private equity firms across a broad spectrum of industries. He has served in roles such as Chief Restructuring Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, and has led Sales and Marketing teams on multiple projects. He brings vast financial restructuring advisory experience and industry expertise in consumer products, physical and digital retail, healthcare, grocery, distribution and supply chain, and manufacturing to Carl Marks Advisors’ integrated client service teams.

Before joining Carl Marks Advisors, Mr. Daniels held executive finance and operational roles at companies such as NewellRubbermaid, Disney, Philips Electronics and McMaster-Carr Supply, where he enhanced profitability by identifying and implementing revenue initiatives as well as numerous cost savings opportunities. He also served as CFO of Ascendia Brands and CFO and COO of Town and Country Living.

Mr. Daniels received his BA from Princeton University, an MBA from Fuqua School of Business, Duke University, and is a licensed CPA in Pennsylvania and Virginia. He is a member of the Turnaround Management Association.

Articles

TODAY’S GROCER
How Regional Regional Grocers Still Have a Place in Grocery

PROGRESSIVE GROCER
How Regional Grocers are Competing with Big Boxes

TODAY’S GROCER
Grocery Industry Braces for Impact From Tariffs

MIDDLE MARKET GROWTH
Why Consolidation is Gripping the Grocery Industry

Online Delivery: The Latest Battleground in Competitive Grocery

FOOD DIVE
Recipe for Failure: The 5 Mistakes Global Retailers Make When Entering the U.S.

DEBTWIRE RADIO
Disruption in the Grocery Space

FOOD DIVE
What is Fueling Grocery Consolidation?

WSJ
Regional Grocery Stores Feel the Squeeze

RETAIL LEADER
The Road to Restructuring

THE PATRIOT NEWS
Giant Parent Company Getting Bigger, Plans Merger with Rival

SUPPLYCHAINBRAIN
Keith Daniels on SupplyChainBrain