Skip to content

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.

Bruce Marks-2_2-5x3-5

Bruce Marks

Senior Vice President
Sales Manager



Providing Great Service and Expertise

I have 35 years of business and lending experience which benefits you, the borrower!
  • 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.

You'll have the support of a nationwide preferred lender with an experienced underwriting and closing team. We’re ready to guide your clients through each transaction.
  • Deal Dynamics
  • Due Diligence Process
  • Industry Insights

Bruce's Background 

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.

Ways to Connect & Refer:


Email me with the contact information of your referral.


Give me a call so we chat.


Share this webpage with your client or friend.