Jon Bushnell Email & Phone Number

Over 17 years of capital markets experience, including merger and acquisitions, capital raising, strategic planning and valuations. Specializing in working with wealth advisors and their business owner clients who may be contemplating a sale of their business or other major financial transaction. Focusing on family owned or closely held middle market companies.

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  Managing Director

  Carl Marks Advisors

  Nov 2008 - Present

  Managing Director at Carl Marks Securities with more than 15 years of capital markets experience, including merger and acquisition transactions, capital raising, strategic planning, and valuations. Worked with clients across a wide range of industries, including real estate, consumer products, oil and gas, manufacturing, business services, for-profit and non-profit education, food & beverage and healthcare. Specializes in working with wealth advisors and their business owner clients who may be contemplating a sale (or other major financial transaction). Services integrate well with wealth advisors and helps clients with a sell-side transaction in conjunction with the wealth advisor managing the estate planning process. The transaction helps the owners increase liquidity and grow their assets under management.

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  College Of The Holy Cross

  Bachelor'S Degree