Carl Marks Advisors, a leading consulting and investment banking advisory firm to middle market companies, is pleased to announce the following three promotions, effective immediately:
- Keith Daniels – Partner
- Jonathan Killion – Director
- Rob Shapiro – Associate
“We take great pride in promoting from within, and continuously strive to strengthen our teams across all ranks as well as efficiently leverage the firm’s deep operational and industry expertise – both on the advisory and investment banking side of the business,” said Duff Meyercord, partner of Carl Marks Advisors. “I congratulate all three individuals on their to-date accomplishments. We are excited to have Keith serve as a partner and value his deep expertise in the consulting field as we continue to grow our services in 2015.”
As a partner on Carl Marks Advisors’ operating team, Daniels will work on the advisory side of transactions, leveraging his extensive operating, finance and vertical sector experience. Daniels joined CMA in 2009, managing projects across the consumer products, media, food manufacturing, grocery, distribution, transportation, government/defense, oil & gas and non-profit industries. Most recently, he led the restructuring team that successfully sold Associated Wholesalers, Inc. to C&S Wholesale Grocers. Prior to Carl Marks Advisors, Daniels held finance and operational roles at companies such as Disney, Philips Electronics and NewellRubbermaid, and served as CFO of Ascendia Brands and CFO & COO of Town and Country Living. He holds a BA from Princeton University, an MBA from Fuqua School of Business, Duke University, and is a licensed CPA in Pennsylvania and Virginia.
Jonathan Killion, a director in the firm’s consulting team, brings nearly ten years of financial services experience, including deep expertise in financial restructuring and investment banking. In 2014, Killion served as a strategic advisor to DayMen Group, advising the company through a complex recapitalization. Killion also served as advisor and banker to Midstate Mills, which was named the winner of the Distressed M&A Deal of the Year (between $10 and $50 million) by M&A Advisor in 2014 for its sale to Renovo Capital LLC. Killion earned a BS in Business Administration from Georgetown University and currently serves as the President of the Northern New Jersey Georgetown Alumni Club.
Rob Shapiro joined Carl Marks Advisors’ Consulting team in 2012 and focuses primarily on providing financial advisory services to companies and their capital providers. Shapiro's experience spans numerous sectors where he assists clients in chapter 11 bankruptcies, loan restructurings and operational improvement. Notable 2014 engagements included the bankruptcy filing and eventual sale of Landauer-Metropolitan Inc, the debt restructuring of Fleetgistics and the performance improvement of the Western Michigan University Thomas Cooley Law School. Rob holds a BA with honors from Colorado College.
Carl Marks Advisory Group LLC, a New York-based consulting and investment banking advisory firm serving middle-market companies, provides an array of investment banking and operational services including mergers and acquisitions advice, sourcing of capital, financial restructuring plans, strategic business assessments, improvement plans and interim management.
The award-winning firm was included in the Global M&A Network 2014 annual listing of the Top 100 Restructuring and Turnaround Professionals; received the 2013 & 2014 Turnaround Atlas Awards' Middle Market Restructuring Investment Banker of the Year; 2013 M&A Advisor's Sector Financing Deal of the Year (Real Estate); the 2013 Turnaround Atlas Awards' Healthcare Services Turnaround of the Year and Mid Markets Restructuring Investment Bank of the Year.