Mark J. O'Keefe

Managing Director

949.385.6552

mokeefe@trefethenib.com

  • Responsible for the overall management of the firm and the execution of advisory transactions.
  • + 20 years of experience in M&A, corporate finance, and restructuring having completed more than $2 billion in advisory assignments.
  • Partner, Managing Director, and Chief Compliance Officer of Eureka Capital, a middle-market investment banking firm with offices in California and New York focused on providing M&A and financial advisory services to companies in the industrial, consumer, technology and healthcare sectors. He provided extensive M&A, corporate finance, and restructuring advisory services and was co-head of the healthcare and aerospace & defense practices.
  • Director with Anderson Corporate Finance, LLC, the investment banking division of global financial advisory firm Arthur Andersen, where he was co-head of the aerospace & defense practice and provided cross-border M&A and restructuring advisory services.
  • Associate at Crowell Weeden & Company, a regional investment bank where he provided a broad range of financial advisory services including public offerings and mergers and acquisitions.
  • Associate at H.J. Meyers & Company, a national investment bank where he managed public offerings, raised growth equity and debt, and advised on M&A transactions.
  • Director on the Board of a healthcare distributor
  • Masters of Business Administration in finance and strategic planning from the William E. Simon School at the University of Rochester.
  • Bachelor of Arts, with honors, in economics from the University of California, Irvine.
  • Registered Securities Principal (Series 24), General Securities (Series 7) and State Securities (Series 63) through FINRA.