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Carl Marks Advisors
900 Third Avenue, 33rd Floor
New York, NY 10022

Main Phone: 212-909-8400
Web Site:

LinkedIn: company page on LinkedIn

Jeanine Krattiger  |  Managing Director
phone: 212-909-8453

Mark Claster  |  Managing Partner
phone: 212-909-8440

Duff Meyercord  |  Managing Partner
phone: 212-909-8454

Evan Tomaskovic  |  Managing Partner
phone: 212-909-8458

Brian Williams  |  Partner
phone: 713-922-1951

Keith Daniels  |  Partner
phone: 212-909-8410

Company Information
Company Type: 
  • Consultants
  • Financial Advisors
  • Professional Services
  • Turnaround Management
  • Workout Services
In Business Since: 1992
Geographic Coverage: 
  • National
Association Memberships: 
  • Association for Corporate Growth
  • Turnaround Management Association
  • New York Institute of Credit
  • American Bankrupcty Institute
  • Finance & Leasing Association

Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.

At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to create effective solutions in even the most challenging situations. Our senior professionals are hands-on leaders who collaborate with clients to develop and implement improvement initiatives while enabling management teams to focus on running their businesses.

For organizations seeking to optimize performance, our experts have the experience, business acumen and industry expertise to help. Carl Marks Advisors’ operational services include strategic assessment, operational and financial performance improvement, interim management, cash management, business planning, restructuring, and, when all other options have been exhausted, bankruptcy administration.

Whether recapitalizing an existing balance sheet, raising debt or equity capital, or executing M&A, Carl Marks Advisors helps clients understand, structure, negotiate and successfully close transactions.
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