Complexity is Our Specialty

When you need a collaborative partner to deliver effective and durable resolutions to complex situations, Carl Marks Advisors is the right choice.

At Carl Marks Advisors, we unite operational, transactional, and industry expertise to create effective solutions in even the most challenging situations. From bankruptcies to debt restructurings, credit agreements and loan covenant issues, our executives are hands-on partners who create strategic initiatives that preserve and increase value, no matter how complex the situation facing the business and its lenders.

We enable management teams to focus on running their businesses by bringing a wealth of expertise, operating and financial management experience and ideas. Executives know they can turn to us to improve operations, align costs with revenues, manage cash flow, and uncover liquidity opportunities.

Our depth of understanding and experience in finding solutions to complex problems makes Carl Marks Advisors an ideal partner for middle market companies. Whatever your particular situation, we have the experience and the right team to help you navigate it successfully.

Examples of Our Work

Select Team Members

Jonathan Killion

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

Marc Pfefferle

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

Joshua Noble

Vice President
Joshua has over six years of experience specializing in financial and operational restructuring, liquidity management, and corporate valuation.

If you’d like to discuss how Carl Marks Advisors can help you prepare for the upcoming year, please call or email us.

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