Helping Buyers Finance M&A Transactions
I have spent my career helping Buyers and Searchers finance lower middle market M&A Transactions. Let my experience help you get your deal to the closing table!
Rated 5-Stars by Bauer Financial
Recognized as one of the strongest financial institutions in the country.
Providing Great Service and Expertise
- 10 years focused on M&A lending
- Certified M&A Advisor
- Proven track record
- Over 1,200 SBA transactions closed
- Closed over $275,000,000 in Enterprise Value over the last 7 years
Helping Buyers and Searchers Finance M&A Transactions
Lending decisions are driven by me, and our Executive Loan Committee. The approval process is all about YOU and how we help get YOUR deal to the closing table! As experts in Seachfund and M&A Transactions, we offer:
True Cash Flow Lending
Expert Advice & Support Regarding the Process
Speed to Close
A Proven Success Rate
Experienced Acquisition Team
From start to finish, I'm here to guide you through each transaction.
- Deal Dynamics
- Due Diligence Process
- Industry Insights
Mr. Marks earned a B.S. Degree in finance from Salem State College in Massachusetts and an M.B.A. Degree in Finance from Nova Southeastern University. Bruce also earned the designation of Certified Merger and Acquisition Advisor (CM&AA) and successfully completed the business valuation training through NACVA. He owned and operated a small business consulting firm for 13 years, eventually selling this business and returning to the banking business.