“I was referred to Jeff Nash of Bridgemark Strategies by an industry colleague to help our firm evaluate custodial platform options. Jeff has a deep knowledge of the industry and a vast network of industry and non-industry contacts that allows him to be incredibly effective in his approach to achieving results. Jeff’s professionalism and ability to deliver on a tight timeline has led us to engage him in multiple capacities. He has expertise in running a custodial/broker dealer RFP process, evaluating M&A opportunities for both buyers and sellers, and leading strategic planning efforts. ”
