Investment banking professional with extensive M&A, valuation and strategic advisory experience. Strong analytical background balanced with leadership, strategy formulation, and communication skills. Success in relationship management, deal sourcing and execution, and implementation of business ...more

Investment banking professional with extensive M&A, valuation and strategic advisory experience. Strong analytical background balanced with leadership, strategy formulation, and communication skills. Success in relationship management, deal sourcing and execution, and implementation of business strategies. Mary Kate is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). Additionally, she is credentialed through the AICPA as "Accredited in Business Valuation" (ABV) and designated as a Chartered Global Management Accountant (CGMA). Mary Kate is registered with FINRA as a General Securities Representative (Series 7 and 63), an Investment Banking Representative (Series 79), and a General Securities Principal (Series 24).less