Stephen G. Potts

Vice President
  • Provides financial advisory services on both lender and debtor side engagements in various industries.
  • Has executed highly detailed financial analyses that have resulted in numerous operational cost savings.
  • Works closely with senior management to evaluate business plans, develop strategic options and assess cost savings.

Mr. Potts has over six years of experience providing financial advisory services focusing on corporate and operational restructuring, financial analysis, mergers and acquisitions, and valuation in a variety of industries. His experience includes lender and debtor side engagements, both in and out of court, where he has been responsible for developing and executing business plans, in-depth financial modeling, liquidity management, contingency planning, and cost-cutting initiatives.

Prior to joining Carl Marks Advisors, Mr. Potts served as a Vice President at AlixPartners, a global consulting firm, providing financial advisory services to various clients in a broad array of industries on both lender and debtor side engagements.

Mr. Potts holds a B.S. in Finance from Bentley University and an MBA from Northwestern University’s Kellogg School of Management.

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