Jonathan P. Bushnell

Registered Representative

Mr. Bushnell is an investment banking professional with extensive experience working alongside wealth advisors and their business owner clients as they consider sales or other major financial transactions. He has more than 14 years of capital markets investment banking experience, specializing in merger and acquisition transactions, capital raising, strategic planning, and valuations.

With a focus on family-owned and closely held middle market companies, Mr. Bushnell advises on sell-side transactions that increase liquidity for business owners and grow assets under management for asset managers.

Prior to joining Carl Mark, Mr. Bushnell worked in finance with a specialization in advising real estate companies and their management teams on strategic and financial issues across all phases of development and operations. 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. He has also advised 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 a member of the Association for Corporate Growth and the Urban Land Institute. He is a FINRA Registered Representative.