Carl Marks Advisors is the right choice when you need an experienced partner to deliver effective and durable resolutions to complex situations.

We are a well-established investment bank that provides financial and operational advisory services across a variety of industry sectors. Committed to serving our clients as a collaborative partner, we specialize in working with businesses that are facing challenges or are at important moments of transition.

Our team of experienced professionals provides our clients with a proactive approach, breaking through roadblocks, identifying viable paths forward, and creating the alignment and momentum needed to achieve successful outcomes.

By the Numbers

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Years of Leadership

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Transactions Completed

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Industry Awards

What We Do

Delivering effective and durable solutions in even the most complex situations.

Our Industries

Supporting middle-market clients in solving their most complex problems by utilizing our deep transactional, operational and industry expertise.

Meet Our Team

Integrated client service teams uniting transactional and operational expertise to create effective solutions in complex situations.

Evan Tomaskovic

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

Jeanine Krattiger

Managing Director
Jeanine has more than 20 years of marketing and strategic public relations experience, specializing in developing and implementing firm-wide strategic marketing.

Matthew Dowell

Director
Matthew has over six years of with financial analysis, credit agreement analysis, and transaction strategies.

Successful $190 Million Recapitalization of JDC Power Systems

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In-Court Restructuring & Sale of Bedding Products Manufacturer

In-Court & Out of Court Restructuring of Bar and Restaurant Dining Facilities

In-Court Restructuring and Sale of a Stationary Gift & Retailer

Successful Sale of Life Sciences Consulting Firm Supporting Drug Development Lifecycle

Successful Sale of Pet Products Firm Amidst COVID-19

Successful Recapitalization of a Leading Owner and Operator of Cemeteries and Funeral Homes

Maximizing Value in a Highly Complex Auction

Diligent Negotiations in a Shifting Media Industry

Two-Pronged Sale Process for Power Plant Project

Retaining Partners During a High Profile 363 Sale

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