Marathon’s growth has been driven primarily through long-standing client relationships, referrals, and strategic industry partnerships. The firm remains committed to delivering thoughtful, responsive, and execution-oriented advisory services grounded in experience, analytical rigor, and independent perspective.


Independent, Senior-level engagement

Marathon provides objective, conflict-free advice focused solely on the interests of its clients. Clients work directly with experienced senior professionals throughout the life of each engagement.

Deep Sector Specialization

The firm maintains a strong focus on nonprofit healthcare and senior living organizations and has extensive experience across a broad range of credit profiles, capital structures, and strategic situations.

integrated capital & credit expertise

Marathon combines expertise across financing execution, derivative advisory, credit strategy, financial modeling, and long-term capital planning.

Sophisticated Execution capability

The firm has advised on a wide range of complex financing structures involving public bonds, direct bank placements, derivative transactions, restructurings, and multi-faceted strategic initiatives.