Jonathan Bushnell

Managing Director

Quick Facts

  • Brings financial advisory and transactional experience to family-owned and closely held middle-market businesses.
  • Deep industry expertise in business services, real estate, oil & gas, education and healthcare.
  • Experience building consensus on contentious issues among the various stakeholders in family-owned businesses and closely held companies.

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. 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 Advisors, 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, the Turnaround Management Association and the Urban Land Institute. He is a FINRA Registered Representative.

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