Jon Bushnell is a director at Carl Marks Advisors. He has more than 14 years of capital markets experience, including merger and acquisition transactions, capital raising, restructurings, strategic planning, and valuations. Mr. Bushnell has 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.
Mr. Bushnell specializes in working with wealth advisors and their business owner clients who may be contemplating a sale (or other major financial transaction). His services integrate well with wealth advisors as he helps their 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.
Prior to joining Carl Mark Advisors, Mr. Bushnell worked in finance specializing in the real estate industry helping companies in all phases of development and operations, advising on strategic and financial issues impacting management decision-making. He has provided counsel to clients on transactions involving the acquisition and disposition of operating companies, as well as major portfolios of real estate assets. Recently, he has been advising a foreign bank on its U.S. portfolio of 52 properties, including hotels, apartments, healthcare facilities, residential developments, and golf course communities.
Mr. Bushnell holds a BA from the College of the Holy Cross. He is registered with FINRA as a General Securities Representative.