high rise building

Investment Banking 

At Baker Tilly Capital, we realize the challenges middle-market business owners face as they decide to grow, finance, or exit their business.

Investment Banking 

  1. Mark Aitchison

    Mark Aitchison

    Managing Director

  2. Sam Clark

    Sam W. Clark IV

    CPA, ABV, ASA, LREB, LREA

    Senior Managing Director

  3. Kate Crowley

    Kate Crowley

    Principal

  4. Paul Johnson

    Paul Johnson

    Managing Director

  5. Karin Kovacic

    Karin M. Kovacic

    Managing Director

  6. Jed Mecham

    Jed Mecham

    ASA

    Senior Vice President

  7. Michael Milani

    Michael Milani

    Executive Managing Director, Principal

  8. Tracey Nguyen

    Tracey Nguyen

    J.D., MBA

    Principal

  9. Nate Voss

    Nate Voss

    Principal

At a glance

Baker Tilly Capital, LLC

Our team is led by investment bankers and corporate finance specialists that have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies, and identifying cost-effective financing alternatives and sources.

Large events like selling or buying a business, putting together the capital needed for a new building or expansion, or re-financing current debt are generally not done often.  When these events come up in the life cycle of a business, our team of specialists work with you to bring the industry knowledge before, during and after the transaction. 

There are many strategic and financial opportunities that can arise during a transaction and having a team behind you can prove to be the difference in whether your objectives are met.  Our investment banking specialists work with middle-market business owners on: