Luke Goetz has more than 20 years’ experience in operating and advisory roles, improving underperforming businesses and advising debtors and lenders in complex restructuring matters. He works closely with company management, Boards of Directors, private equity groups, lenders and investors focusing on workouts, loan restructurings, strategic planning, bankruptcy, and mergers and acquisitions.
Mr. Goetz has served in various roles for a myriad of companies ranging from middle-market to large enterprises, including Chief Restructuring Officer, Chief Financial Officer, Chief Operating Officer, Treasurer and Creditor Advisor.
Mr. Goetz’s wide range of industry experience has included for-profit education, food production & services, staffing, entertainment, consumer products, manufacturing, business services, retail, and healthcare.
His recent experience includes serving as CFO/COO and bankruptcy advisor to The Scripps Proton Therapy Center; CRO of Our Alchemy, a $100M Los Angeles based DVD distribution company; COO and litigation advisor to Cornerstone Staffing Solutions, a $100M staffing company; bankruptcy advisor to Cal Dive International, a Houston based public oil services company; strategic advisor to the lenders of Tricon Films, a Toronto based TV production company; CRO of Renaissance Surgical Arts; and CFO and Treasurer of NexCen Brands. He has also advised Winn-Dixie, a $7.5B food retailer, in bankruptcy and operational restructuring initiatives; the lender group on the operational restructuring of Interstate Bakeries (Twinkie & Wonder Bread), including product placement, overhead reduction, shipping and logistics; and Seagram’s with cost reductions and inventory management.
Prior to joining Carl Marks Advisors, Mr. Goetz was a Managing Director at XRoads Solutions Group as well as Loughlin Management Partners; he also served as a Manager in Deloitte’s Restructuring Group.
Mr. Goetz earned a BS from Rutgers College and is a Certified Public Accountant. He is a member of the Turnaround Management Association, AICPA, and AIRA.