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Guide, Feedback, and Issue Reporting
 * About
   * People
   * Careers
   * Contact
 * Services
   * Operational Advisory
   * Special Situations Investment Banking
   * M&A and Capital Raises
 * Industries
 * Perspectives & Practices
   * Experience
   * Insights
   * Videos
 * Engagements

Menu
 * About
   * People
   * Careers
   * Contact
 * Services
   * Operational Advisory
   * Special Situations Investment Banking
   * M&A and Capital Raises
 * Industries
 * Perspectives & Practices
   * Experience
   * Insights
   * Videos
 * Engagements



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.

LEARN MORE


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.

Operational Advisory
Special Situations Investment Banking
M&A and Capital Raises
Special Situations Investment Banking


OUR INDUSTRIES

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

VIEW ALL INDUSTRIES


SUPPLY CHAIN

Carl Marks Advisors is experienced in helping companies maximize the efficiency
of their supply chain and overcome logistics challenges.
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HEALTHCARE

Our team of experts can guide healthcare providers through economic changes,
business difficulties, and industry regulatory changes to ensure long-lasting
success.
Learn More ›


RETAIL

Carl Marks Advisors knows how to help retailers weather their most difficult
periods, emerge stronger and exceed their goals.
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RESTAURANTS

From national chains to independent operators, we have the experience and team
to successfully help restaurant groups navigate their challenges.
Learn More ›


MEET OUR TEAM

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

VIEW FULL TEAM

ROBERT C. LAU III

Bobby has more than 30 years of experience as a senior executive in U.S.
financial markets. He leads Carl Marks Advisors’ nationwide business development
effort.


DAVID ENDO

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


STEPHEN FUNNELL

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



SUCCESSFUL SALE OF LIFE SCIENCES CONSULTING FIRM SUPPORTING DRUG DEVELOPMENT
LIFECYCLE

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Learn More


IN-COURT RESTRUCTURING AND SALE OF A STATIONERY GIFT & RETAILER

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


ATTRACTIVE SALE OF A FAMILY BUSINESS THAT ALLOWED THE NEXT GENERATION TO
CONTINUE IN EXECUTIVE ROLES

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


SUCCESSFUL SALE OF LIFE SCIENCES CONSULTING FIRM SUPPORTING DRUG DEVELOPMENT
LIFECYCLE

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


IN-COURT RESTRUCTURING AND SALE OF A STATIONERY GIFT & RETAILER

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


ATTRACTIVE SALE OF A FAMILY BUSINESS THAT ALLOWED THE NEXT GENERATION TO
CONTINUE IN EXECUTIVE ROLES

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


SUCCESSFUL SALE OF LIFE SCIENCES CONSULTING FIRM SUPPORTING DRUG DEVELOPMENT
LIFECYCLE

Duis et ante nec mi venenatis accumsan id sit amet...
Learn More


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About
People
Services
Industries
Experience
Insights

Videos
Engagements
Contact
Careers
Privacy Policy

New York City
900 Third Ave
33rd Floor
New York, NY 10022
212.909.8400

Carl Marks Securities ›

© 2023 Carl Marks & Co. In. All rights reserved.
CARL MARKS ® and CARL MARKS – CREATING VALUE ® are registered trademarks of Carl
Marks & Co. Inc. Carl Marks Advisory Group LLC is the legal entity of Carl Marks
Advisors.



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