Mark Perry
Director | Professional & Financial Services Investment Banking at Citizens Capital Markets & Advisory
- Role
- Director, Investment Banking at Citizens Capital Markets And Advisory
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Mark Perry
Director in the Professional & Financial Services Investment Banking group at Citizens Capital Markets & Advisory (Citizens Financial Group, NYSE: CFG). I advise founders, management teams, and financial sponsors on sell-side and buy-side M&A, growth equity, and equity and debt capital markets transactions, with a focus on professional services businesses.I work with founder-led, management-owned, and sponsor-backed companies across a range of transaction scenarios, including initial institutional capital, recapitalizations, platform acquisitions, add-on strategies, and liquidity events. My sector coverage includes accounting and Office of the CFO services, law firms and specialty legal services, RIA and wealth management platforms, and specialty finance.I also work closely with private equity sponsors on platform acquisitions, buy-and-build execution, and acquisition and growth financing.
Experience
Director, Investment Banking
Citizens Capital Markets And Advisory
Feb 2026 — Present · Atlanta, GA, US
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance, Certificate in Legal Studies
2012 — 2016
Skills
- Investments
- Asset Allocation
- Persistence
- Microsoft Word
- Financial Analysis
- Always Willing to Learn
- Computers
- Writing
- Highly Motivated Self-Starter
- Customer Service
- Trading
- Research
- Mathematics
- Microsoft Excel
- Dependable Team Player
- Public Speaking
- Continuous Improvement
- Microsoft Office
- International Business Development
- Enthusiasm to Learn
- Social Media
- High Level of Initiative
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