HomeTeam MemberMark Bader

Mark Bader

Mark Bader

Mark Bader

Transaction Advisory Director

Mark is a finance and transformation advisor with nearly 15 years of experience guiding private equity and venture-backed companies through growth, transition, and restructuring. He rejoined Boulay in 2025, drawn by its entrepreneurial spirit and client-focused culture. Mark’s expertise spans strategic finance, FP&A, capital raising, M&A, interim CFO leadership, and corporate turnarounds. Prior to Boulay, he co-founded a consulting firm focused on strategic finance and transformation for high-growth and distressed companies. He has led through IPO readiness, carveouts, and near-insolvency turnarounds—building stability and scale in high-pressure environments. Mark thrives in complex situations, helping businesses create structure, unlock clarity, and move forward with confidence.

EDUCATION

  • University of Wisconsin – Eau Claire – B.B.A. Accounting, Minor in Information Systems

PERSONAL INTERESTS

  • Golfing
  • Cooking
  • Spending time with his wife and two children—frequenting parks, pools, breweries and farmers’ markets

FAVORITE BOOKS

  • Season of Life by Jeffrey Marx
  • Beating the Street by Peter Lynch

PUBLICATIONS

  • “What Will Be Accounting’s ‘Got Milk?’ Moment?”
  • “Is Private Equity Shifting Downstream?”
  • “First, Operational Discipline, Then Growth”
  • “An Overview of Debt and Equity Options for the Middle Market”

GET IN TOUCH

Contact Mark
"People. Process. Systems. There’s a reason ‘People’ come first—everything begins with them. Keep showing up. Keep elevating those around you. That’s how good things happen. True greatness is always a collective effort."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.

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