Mark brings more than 35 years of combined experience in investment banking (M&A), corporate finance, and leadership roles to his Clients. His expertise includes structuring company sale transactions, capital raises, debt placements, LBO’s and ESOP’s.

Prior to joining CKS, Mark held executive positions with money center financial institutions including Merrill Lynch and US Bank, as well as several regional financial institutions. During his career, he has successfully structured, negotiated and closed a wide range of transactions amounting to more than $2 billion in value.

Mark is a member of The Alliance of M&A Advisors, M&A Source, and Association for Corporate Growth (ACG).

Professional Licenses: Mark is registered with FINRA as a Limited Representative – Investment Banking Series 79, and Series 63.

Education: Mark received his MBA from Portland State University and a BA in Accounting and Finance from Lewis and Clark College.

* Registered Representative of BA Securities, LLC