Operational Advisory

Carl Marks Advisors provides a full suite of Operational Advisory services to companies and their stakeholders in periods of distress or transition:

Business Assessment
Leadership and Assistance
Performance Enhancement

Read how we helped one healthcare company save 700 jobs.

Meet a few of our experts.

Keith Daniels

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

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.

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.

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.

Steven Agran

Managing Director
Steven has over 25 years of experience specializing in providing turnaround and interim management services to financially distressed companies.

Chip AuWerter

Managing Director
Chip has provided advisory services and/or has served in senior interim management roles in over 40 turnaround, crisis management and restructuring.

Lance Dowden

Managing Director
Lance has 25+ years of leadership experience in strategic sourcing, business performance, and end-to-end supply chain operations.