Craig Ascari

Experience

• 

  Ferris, Baker Watts Inc.

  Aug 2005 - Jun 2008

  Senior Vice President, Head of Equity Syndicate

  Led the marketing, distribution, and pricing of managed equity offerings for this regional investment banking firm. Member of the firm's equity commitment committee and a key player in originating and structuring Special Purpose Acquisition Company (SPAC) initial public offerings. Acquired by Royal Bank of Canada in June 2008.

• 

  PBMares, LLP

  Jun 2008 - Jun 2024

  Provided advisory services to middle-market companies across various industries on transactions including buy-side and sell-side M&A engagements, capital raising, and strategic initiatives. Sourced and developed new business, lead deal execution, and managed client relationships. Provided independent, fee-based investment advice and wealth management solutions to individual and institutional clients. Managed investment portfolios totaling $70 million. Advised institutional client on multiple venture capital investments in early stage fintech companies. Advised corporate clients on mergers and acquisitions, capital raising, and other strategic initiatives. Led due diligence engagements in four cross-border M&A transactions for clients in the U.K., Denmark, and Austria. Structured, negotiated, and closed two early stage principal investments.

  • Managing Director, PBMares Capital Markets, LLC

    May 2020 - Jun 2024

  • Senior Wealth Advisor, PBMares Wealth Management LLC

    Apr 2012 - Dec 2021

  • Managing Director, PBMares Strategic Advisors, LLC

    Jun 2008 - Apr 2012
• 

  Bengur Bryan & Co., Inc.

  Jun 2024 - now

  Investment Banker

  Bengur Bryan & Co., Inc. is an investment banking firm that provides merger and acquisition advice, private placements of equity and debt, and financial advisory services, with a focus on middle-market companies in the business and healthcare services, transportation and logistics, industrial growth, and consumer industries.