Mike Rodgers, CIBA, CMAA

Mike Rodgers, CIBA, CMAA

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  • Timeline

  • About me

    Managing Director - Aaron Capital, Inc. - FINRA Securities Licenses Series 7, 24, 28, 63, 66, 79, 82 and 99

  • Education

    • Menlo College, School of Business Administration

      1965 - 1969
      Bachelor of Science (B.S.) Accounting and Business/Management 3.2

      Activities and Societies: Student Body President, Fraternity President. Received partial scholarship.

    • University of Houston

      1990 - 1991
      Master of Business Administration (MBA) Finance and Financial Management Services 3.8

      Activities and Societies: Worked full time while I went to Business school. Thesis - The Arbitrage Pricing Theory in Corporate Finance.

  • Experience

    • Tatum Partners, LLC

      May 2002 - Jan 2005
      Partner

      Provided CFO and CIO Services to Middle Market Companies, both private and public. My consulting engagements included: (i) genomic research for diagnostics and bio-pharmaceutical solutions; (ii) semiconductor packaging and (iii) publishing.

    • Alare Capital Securities, LLC

      Feb 2005 - Dec 2009
      Founder and Managing Director

      Founder and Chairman Middle Market Investment Banking Firm serving privately held mid-sized clients in the life sciences, alternative energy, technology, and software industries across the Western and Southwestern United States.

    • CKS Securities LLC

      Aug 2010 - Mar 2014
      Managing Director

      Managing Director in a boutiques investment banking firm. The Firm focused on Sell-side M&A transactions for privately held, middle market companies seeking growth capital or a major liquidity event. The Firm’s industry sector focus business services, consumer products, transportation, media and medical device.

    • Aaron Capital, Inc.

      Mar 2014 - now
      Managing Director

      Managing Director of a middle market investment bank founded in 1989. Headquartered in Orange County, CA with offices in San Francisco CA, Phoenix, AZ, Colorado Springs, CO, Memphis, TN and Miami, FL.

  • Licenses & Certifications

    • CPA

      State of California board of Accountancy
      Jun 1974
    • CMAA

      Alliance of M&A Advisors
      Mar 2016
      View certificate certificate
    • Certified Mergers and Acquisitions Advisor

      Alliance of M&A Advisors
      Mar 2016