Strategic & Transaction Advisory

Capital Creativity,

Backed by Resolution

As pressure builds and capital structures tighten, outcomes are determined by decisive execution and clear judgment. Our strategic and transaction advisory team leads financial restructurings, recapitalizations, special situations M&A, and stakeholder negotiations with adaptive execution that safeguards optionality and protects value.

Areas of Expertise

Financial Restructuring

  • Debt and Equity Restructurings
  • Recapitalizations and Balance Sheet Optimization
  • Debtor-in-Possession (DIP) Financing Solutions
  • Plans of Reorganization and §363 Transactions

Capital Market Solutions

  • Senior and Junior Debt
  • Preferred or Structured Equity
  • Traditional Equity Raises

Special Situations Mergers & Acquisitions

  • Sell-Side and Buy-Side Advisory
  • Partial Sales, Carve-Outs, and Divestitures, including Modular Break-Ups
  • Joint Ventures and Strategic Alliances

Stakeholder Advisory

  • Lender / Alternative Investor / Fulcrum Security Advisory
  • Board and Special Committee Advisory Services
  • Fairness Opinions and Expert Testimony

Meet a few of our experts.

Turnaround & Restructuring team

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.

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.

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.

Noah Barr

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

Related Experience

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Transaction completed by Carl Marks Securities LLC
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We are grateful to the CMA team for their support and thoughtful guidance. The past 14 months were filled with challenges, and they helped us navigate our way through to the right solutions. We are looking forward to our next chapter of growth and to many more years as one of the country’s longest continually-operating textile manufacturers.

- Bill Duncan, CEO of Mount Vernon Mills

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