Jon H. Roberts, Jr. is a director at Carl Marks Advisors with more than 15 years of experience providing financial and operational restructuring services to client stakeholders, including management teams, lenders, investors, and boards of directors. His experience includes bankruptcy advisory services, business assessments, performance improvement initiatives, due diligence, mergers and acquisitions transactions, and restructurings.
In addition to providing analytical and restructuring support to clients, he is also responsible for the firm’s business administration operations, including legal documentation, engagement oversight, staffing, and compliance.
Prior to joining Carl Marks Advisors, Mr. Roberts worked in the communications department at Major League Soccer.
Mr. Roberts earned a BS in Business Administration with concentrations in Finance and Management from Montclair State University. He is registered with FINRA as a General Securities Representative.