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About Us
Senior Managing Director, Corporate Advisory
Mark Massad
MBA, CPA
About
For over 30 years, Mark has worked with clients in corporate finance, direct investing/private equity, and sophisticated accounting matters, including international mergers and acquisitions,
arranging debt and equity financing, public-to-private conversion of companies, and corporate recapitalization.
Mark has been responsible for all aspects of the investment process, including sourcing, transaction structures, financing, and execution of post-closing growth strategies. Mark has identified investments in a number of industries including consumer products, aviation logistics, as well as manufacturing, and distribution. He has held senior executive positions and board roles within those investments.
Mark is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and a former board member of the National Association of Certified Valuation Analysts.
Mark serves as a member of the Board of Directors of Miami International Holdings, Inc (MIH) that operates and manages Miami International Securities Exchange, LLC (MIAX®), MIAX PEARL, LLC and MIAX EMERALD, LLC, the Minneapolis Grain Exchange, LLC, a Designated Contract Market (DCM) and Derivatives Clearing Organization (DCO) and the Bermuda Stock Exchange. He also serves as a member of Council (Board of Directors) of the Bermuda Stock Exchange. In addition, Mark serves as a trusted consultant to the Board of Directors of Allentown Holdings, LLC, a portfolio company of Heartwood Partners (formerly Capital Partners) Private Equity Fund III, L.P., a $600 million committed fund.
He has an MBA from the Graduate School of Business from Columbia University and an undergraduate degree from Rider University. Mark and his wife have 2 children and are residents of Miami, Florida and Bermuda.
Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.