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Evan Tomaskovic
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Evan Tomaskovic

Managing Partner

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At a glance

Full Name
Evan M. Tomaskovic
Title
Managing Partner; Chief Executive Officer of Carl Marks Securities LLC
Firm
CMA / The CMA Group
Firm Type
Middle-market investment bank and turnaround, restructuring, financial, and operational advisory firm
Target Company Profile
Public and privately held middle-market companies, management teams, boards, equity sponsors, and creditor groups across the capital structure; family-owned and closely held businesses considering sales, growth capital, acquisitions, restructurings, or strategic alternatives
Sector Focus
Business services, industrial technology and manufacturing, consumer products, healthcare, food and beverage, energy services, restaurant, transportation and logistics, and other middle-market industries
Geographic Focus
U.S. middle market, with cross-border M&A experience
Location
New York City; 900 Third Avenue, 10th Floor, New York, NY 10022

Background

Evan Tomaskovic is a Managing Partner of CMA and Chief Executive Officer of Carl Marks Securities LLC. CMA describes him as having more than 30 years of investment banking experience across mergers and acquisitions, financings, and restructurings. His advisory work spans public and privately held companies, management teams, boards of directors, equity sponsors, and creditor groups across the capital structure.

Before CMA, Tomaskovic was Senior Vice President at RBS Greenwich Capital, focused on corporate finance and advisory solutions. Earlier, he was a Vice President at Lehman Brothers advising on mergers and acquisitions, and began his career at Meyercord Advisors Inc., a boutique turnaround advisory firm supporting restructurings and the purchase and sale of businesses. Public profile data places his roles at Meyercord Advisors from 1994–1997, Lehman Brothers from 1998–2003, RBS Greenwich Capital from 2003–2005, and Carl Marks Advisors/CMA from 2005 to present.

He earned a B.S. in Finance from Rutgers University and an MBA in Finance from New York University’s Leonard N. Stern School of Business, graduating with honors. CMA also states that he is a FINRA General Securities Principal and has been recognized by Turnaround & Workouts as one of the “Top Ten People to Watch” and by Global M&A Network among Top 100 Restructuring Investment Bankers.

Investment Thesis & Focus

  • Primary-source materials do not support the stub classification of Tomaskovic as a seed-stage angel investor. The verified role is investment banking, restructuring, M&A, financing, and capital-advisory work for middle-market companies.
  • CMA’s investment-banking services include mergers and acquisitions, debt and equity capital advisory, and acquisition financing, including private placements of debt and equity capital for growth, M&A, restructurings, and other purposes.
  • Tomaskovic’s focus is on complex situations across the capital structure: M&A, financings, balance-sheet restructurings, cross-border transactions, and advisory work with boards, sponsors, management teams, and creditor groups.
  • His stated advisory philosophy emphasizes durability and trust: “We’ve earned trust by being honest, staying hands-on, and fighting for our clients at every turn.”
  • CMA positions its approach around senior partner-level attention, an owner-investor mindset, and direct experience across ownership, operations, and finance.

Notable Investments

  • Genie Enterprise Ltd. — Food-technology company developing smart ovens that cook meals in 2–3 minutes; closed an oversubscribed $10 million Series A in April 2018. Carl Marks Securities acted as exclusive financial advisor, and the firm and its principals were also investors.
  • HealthTronics — Kidney-stone management services provider; CMA advised on a September 2025 recapitalization and new investment from Secretariat Capital.
  • Kewaunee Scientific / Nu Aire — Carl Marks Securities advised Kewaunee Scientific on its $55 million acquisition of Nu Aire, announced November 2024; Tomaskovic was quoted on the transaction.
  • Royal Products — Precision machine-tool accessories manufacturer; Carl Marks Advisors advised on its sale to Heartwood Partners, announced September 2024.
  • WE Transport — Outsourced school and special-needs transportation services provider; Carl Marks Advisors served as exclusive financial advisor on its 2021 sale to Beacon Mobility.
  • Hawkins Point — Life-sciences consultancy; Carl Marks Securities advised on its 2021 sale to Verista.

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