CAREER SPOTLIGHT: The Path to Success as an Investment Banker

Scott Webb, Senior Managing Director How has your career progressed during your time at CMA? How long have you been here? I’ve been with CMA now for over 10 years. I started as an analyst and am now a Senior Managing Director and co-head of the investment banking restructuring practice. I have a unique perspective, having spent the majority of my career at CMA and being part of the firm’s evolution. Looking back on the growth and successes we have achieved is very rewarding. What originally drew you to a career in investment…READ MORE >

Complex Solutions to Complex Deals

Q&A with Partner Evan Tomaskovic In your view, how are these unconventional, quirky deals different from plain vanilla transactions, and are they characteristic of the lower mid-market? One of the main differences we tend to experience on a Carl Marks Advisors Investment Banking (IB) engagement are complexities or hurdles that are unique to each transaction. Often, these are first-time scenarios the deal team faces.  Needless to say, these situations require intense commitment by all parties involved and extensive problem-solving skills to get to a closing. The complex and unique nature of these deals…READ MORE >


NEW YORK – September 21, 2017 – Carl Marks Advisors, a leading restructuring advisory and investment banking firm to middle market companies, today announced that Patrick Flynn has joined the firm as Managing Director, responsible for business development and providing financial advisory services. “I am delighted to have Patrick join our team.  His expertise in workouts and distressed situations as a direct lender and principal investor through multiple economic cycles will be an asset to our firm,” said Duff Meyercord, Managing Partner at Carl Marks Advisors. “We enthusiastically welcome him, and look forward…READ MORE >

Between a Rock and a Hard Place: An Oil and Gas Industry in ‘Purgatory’

  Industry expert Brian Williams of Carl Marks Advisors describes the uncertain climate for energy companies and M&A KATHRYN MULLIGAN | SEPTEMBER 18, 2017 Leading up to late 2014, a barrel of oil typically cost $90 to $100. Flash forward to today, and prices are half that, leaving the oil and gas industry struggling. Catastrophic events have bruised the industry further; most recently, Hurricane Harvey made landfall in Texas, a hub for many energy companies. Meanwhile, geopolitical turbulence in Venezuela cut off a supply of oil for many U.S. refiners. MMG spoke with Brian…READ MORE >