Investment Banking Team

Experience

That Delivers Results

The experience of having built, led, and sold companies defines our investment banking team. We apply our perspective as former owners and operators to protect what clients have built.

Selling a business is like playing a championship game. Years of preparation culminate in one defining moment where you leave it all on the field. We help owners make every play count, balancing the numbers with the people behind them to protect their legacy and capture the value of a lifetime’s work.

- Christopher Parisi, Partner
Meet Chris

Chris Parisi

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

Evan Tomaskovic

Managing Partner
As Managing Partner of CMA and Chief Executive Officer of Carl Marks Securities LLC, Evan brings more than 30 years of investment banking experience across mergers and acquisitions, financings, and complex situations.

Brian Williams

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

Warren H. Feder

Partner
Having owned, operated, and sold his own businesses, Warren Feder brings an owner’s mindset and investor discipline to middle-market transactions, delivering value-maximizing outcomes across a wide range of industries.

Mark Claster

Partner
A Partner of CMA and Immediate Past President of Carl Marks & Co., Mark L. Claster brings more than 40 years of executive leadership and transactional experience.

Jonathan Bushnell

Managing Director
Jon has more than 15 years of capital markets investment banking experience, specializing in merger and acquisition transactions, capital raising, strategic planning, and valuations.

Ben Godbout

Managing Director
As Managing Director and Head of Strategic & Transaction Advisory, Ben brings over fifteen years of experience advising clients on M&A, financial restructurings, and debt and equity capital raises.

Robert Speer

Chief Financial Officer
Bob is the Chief Financial Officer of Carl Marks Advisors.

Michael Gordon

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

Jon Roberts

Director, CCO
Jon is Chief Compliance Officer of Carl Marks Securities, overseeing firm-wide compliance and supporting business administration, including contracts, legal documentation, engagement tracking, and independent contractor staffing.

David Mintz, CPA

Vice President
David brings a combination of investment banking and operational restructuring experience to advisory engagements across restructurings, M&A, and capital raises.

Jaclyn R. Shifren

Controller
Jaclyn has more than 15 years of accounting and financial reporting experience. She specializes in guiding corporate financial decision-making.

Alan Gutman

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

Nicholas Pizzulli

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

Noah Barr

Analyst
Noah works with company owners and management teams on M&A and complex restructuring and special situation engagements.