Mark J. O’Keefe
Senior Managing Director
Mark O’Keefe is a managing director at Ambrose Advisors. He has more than 20 years of experience in mergers, acquisitions, debt and equity financing and financial restructuring He is an industry generalist and has experience in wide array of industries, including healthcare, aerospace & defense, consumer products, manufacturing, distribution, business services and technology.
Prior to joining Ambrose, Mark was a managing director, Chief Compliance Officer, and partner of Eureka Capital Partners where he focused on mergers and acquisitions, capital raising, and restructuring. Before Eureka, he was a director in Arthur Anderson’s global investment banking group where he was active in providing both domestic and cross-border advisory services in North America, Europe, Latin America and Asia. Prior to Arthur Anderson, he was an associate at both Crowell Weedon & Company and H.J. Meyers & Associates where he successfully completed a number of mergers, acquisitions, and public offerings. He started his professional career at William E. Simon & Sons in their private equity group.
Mark graduated with his Masters of Business Administration in finance and strategic planning from the William E. Simon School at the University of Rochester and his
Bachelor of Arts, with honors, in economics from the University of California, Irvine.
He is a Registered Securities Principal (Series 24) and a Registered Securities Representative (Series 7 and 63) through FINRA. Mark also serves as a Director on the Board of a large healthcare distribution company.
About Mark
Mark O’Keefe is a senior managing director at AmbroseAdvisors™. He has more than 20 years of experience in mergers, acquisitions, debt and equity financing and financial restructuring He is an industry generalist and has experience in wide array of industries, including healthcare, aerospace & defense, consumer products, manufacturing, distribution, business services and technology.
Prior to joining Ambrose, Mark was a managing director, Chief Compliance Officer, and partner of Eureka Capital Partners where he focused on mergers and acquisitions, capital raising, and restructuring. Before Eureka, he was a director in Arthur Anderson’s global investment banking group where he was active in providing both domestic and cross-border advisory services in North America, Europe, Latin America and Asia. Prior to Arthur Anderson, he was an associate at both Crowell Weedon & Company and H.J. Meyers & Associates where he successfully completed a number of mergers, acquisitions, and public offerings. He started his professional career at William E. Simon & Sons in their private equity group.
Mark graduated with his Masters of Business Administration in finance and strategic planning from the William E. Simon School at the University of Rochester and his
Bachelor of Arts, with honors, in economics from the University of California, Irvine.
He is a Registered Securities Principal (Series 24) and a Registered Securities Representative (Series 7 and 63) through FINRA. Mark also serves as a Director on the Board of a large healthcare distribution company.