Nick Baro

Registered Representative

Quick Facts

  • Specializes in Process Improvement & Accounting Standard Implementation
  • Served as Strategic Advisor on both SPAC & IPO processes
  • Has experience across a broad range of industries, including life sciences, automotive, fintech, media, and real estate

Mr. Baro has over 4 years of financial services experience with a focus on corporate restructuring, financial analysis, and valuation. His experience includes the development and execution of business plans, working on interim management teams, operational and financial modeling, and strategic advisory roles. He also has experience with recapitalizations, liquidity forecasting, cash flow management, due diligence, and asset divestitures.

Mr. Baro has worked closely with senior management across a broad range of industries to evaluate business plans, develop strategic options and assess cost savings. On several engagements, he has led the development of  13-week cash flow models, forward looking business plan projections, and other cost saving initiatives while working closely with the companies finance and accounting team members.

Prior to joining Carl Marks, Mr. Baro was a Senior Associate at Crowe, LLP, in the Consulting (TMT) group, where he engaged in accounting & financial reporting process improvement, budgeting/forecasting, variance analysis, and purchase price allocation. He has served clients in a broad range of industries, including life sciences, automotive, fintech, media, and real estate.

Mr. Baro earned a BS in Financial Management with an emphasis on Corporate Finance from Clemson University.