People

Mark has more than 40 years of executive leadership, investment banking and advisory experience.

Bob is the Chief Financial Officer of Carl Marks Advisors.

Evan has over 20 years of investment banking experience, specializing in complex restructuring, mergers and acquisitions, and financings across a variety of industries.

Jon has more than 15 years of experience providing financial and operational restructuring services to client stakeholders.

Jon has more than 14 years of capital markets investment banking experience, specializing in merger and acquisition transactions, capital raising, strategic planning, and valuations.

David has nearly a decade of financial restructuring and investment banking experience with M&A, debt and equity capital raises, and financial restructurings.

Warren has more than 30 years of experience specializing in corporate mergers, sales, acquisitions, restructurings, sourcing of capital, and investing.

Stephen has over seven years of experience in financial advisory services focusing on analysis, valuation, and liquidations.

Ben brings a comprehensive combination of investment banking and financial & operational restructuring expertise to each engagement.

Michael has over 10 years of experience in corporate mergers, acquisitions, leveraged buyouts and capital raises across a broad range of industries.

Alan’s works diligently with company owners and management teams on mergers and acquisitions across various industries.

Brock specializes in structuring and leading complex and innovative acquisitions, divestitures and financial transactions in the oil & gas sector.

Aadil’s investment banking experience includes corporate mergers, acquisitions, restructurings, leveraged buyouts, and capital raises across various industries.

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

David’s career has included financial advisory and restructuring experience focusing on due diligence, analysis, planning and execution.

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

Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Nick works with company owners and management teams on mergers and acquisitions across a variety of industries.

Jeffrey has over 15 years of experience helping companies address capital structure and operational issues.

Jaclyn has more than 12 years of accounting and financial reporting experience. She specializes in guiding corporate financial decision-making.

Scott has over 15 years of experience specializing in financial restructuring, mergers and acquisitions and distressed capital raises.

Brian has over 20 years of experience in the oil & gas industry, and focuses on M&A, capital raises, restructurings, and executive management.