Your Growth

is the Measure of Our Work

Success and growth are the returns of disciplined choices, not chance.

CMA works alongside clients facing consequential decisions, from restoring performance to preparing for an ownership transition. Our Turnaround and Restructuring team delivers stability. Our Investment Banking team advises owners working to realize the value of their life’s work.

Decades of insight as former owners, operators, and investors give our clients the advantage when value is on the line.

Investment Banking

Turnaround & Restructuring

Get in Touch

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Meet Our Team

Our Team

Keith Daniels

Managing Partner
Keith advises companies and stakeholders across industries, combining operational leadership experience with transaction expertise.

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.

J. Jette Campbell

Partner
A CPA with more than 40 years of experience, Jette advises business owners and lenders through complex restructuring and crisis situations.

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.

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.

Jonathan Killion

Partner
Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Robert C. Lau III

Partner
With more than 30 years of financial markets experience, Bobby leads CMA’s nationwide business development and relationship strategy.

Duff Meyercord

Partner
With decades of experience, Duff Meyercord advises clients through complex transactions and transformations, bringing deep operational, financial, and restructuring expertise.

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.

Marc Pfefferle

Partner
Marc Pfefferle serves as a Senior Advisor and interim executive to companies in transition, bringing more than 30 years of restructuring experience across over 200 engagements.

Brian M. Barefoot

Senior Advisor
Brian brings more than 40 years of senior leadership experience across investment banking, corporate governance, and higher education.

Our Experience

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Financial Advisory
Turnaround Management
Financial Advisory
Strategic & Transaction Advisory
Sell-Side

*Securities offered through Carl Marks Securities LLC, member of FINRA and SIPC.
**Results are representative of past performance and are no guarantee of future results or success.
Strategic & Transaction Advisory
Financial Advisory
Financial Advisory
Financial Advisory
Financial Advisory
Financial Advisory
Financial Advisory

Strategic Outlooks

Latest Insights
  • Turnaround & Restructuring
  • In the News
CMA Announces Promotion of Stephen Funnell to Director
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  • Turnaround & Restructuring
  • Insight
2026 CMA Outlook: What Our Managing Partners are Watching
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  • Investment Banking
Acquisitions Financing
  • Insight
2025 CMA M&A Roundtable: An Outlook on 2026
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Contact Us

For more information about how we can help your organization or to stay up-to-date with the latest news from CMA, contact us.

Contact Us
212.909.8400