Sam Clark is senior managing director with Baker Tilly Capital, LLC, the wholly-owned private investment banking subsidiary of Baker Tilly.
Sam specializes in providing consulting and advisory services to financial sponsors and stakeholders, management teams and corporate boards. He served as a national practice leader for a multinational independent investment bank and financial services company as well as a management consulting firm specializing in restructurings and other complex turnarounds. Sam also has experience as a regional leader of the valuation and corporate finance practice for one of the world’s largest accounting and advisory firms.
- Senior finance executive with extensive experience across healthy and distressed M&A providing financial advisory services to major financial institutions and their counsel
- Delivered fairness and solvency opinions to numerous private equity groups and corporate boards in support of new and refinanced transactions
- Represented clients in the sale of both business enterprise and real estate assets in both healthy and distressed situations
- Represented debtors and creditors both secured and unsecured in restructurings
- Provided accounting advisory support for both financial reporting and tax clients as part of their audit and tax process
- Principal and investor in a real estate investment firm that acquires and redevelops underperforming and underutilized real estate primarily located in urban centers
- Extensive experience across real estate, healthcare and energy industries
- FINRA Series 7, 63, and 79 securities licenses
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants
- Accredited in Business Valuation (ABV)
- American Society of Appraisers (ASA)
- Licensed Real Estate Broker (LREB)
- Licensed Real Estate Appraiser (LREA)
- Former advisory board member First Tee of Greater Dallas
- Former Zoning Commissioner, City of Coppell, Texas
- Founding member American Cancer Society Evergreen Gala
- Former Treasurer Sammon’s Center for the Arts
Location
Dallas – Plano, TX
Education
Master of Business Administration
The University of North Texas (Denton, Texas)
Bachelor of Business Administration
Texas A&M University (College Station, Texas)
Executive Development Program
Northwestern University (Evanston, Illinois)