About MCG/CVF

OUR TEAM

The CVF team is comprised of four seasoned investment banking professionals offering complementary skills and experience across industries. Each member has over 30 years of related experience and is a registered representative of the broker-dealer and licensed with FINRA.

David Ellis, Partner

David has experience in raising capital for companies in the private placement market at all layers of the capital structure, including senior debt, mezzanine debt and private equity. David has excellent relationships with both financial institutions and private equity funds, but also has successfully obtained financing from strategic investors. Industry experience includes transactions in technology, media, healthcare, retail and manufacturing.

Mark founded CVF in 1989 and has diverse investment banking and industry experience specializing in M&A and capital raising. Mark has completed successful financing and M&A transactions valued at over $2 billion.

Al specializes in Insurance and Financial Institutions. Al provides advisory and consulting services to insurance companies, insurance intermediaries, banks and other related financial institutions. He has extensive experience in the insurance and venture capital arenas and specializes developing and managing new business opportunities.

Tony specializes in Insurance and Financial Institutions. He is an experienced banker specializing in all facets of the insurance industry and all of its related sectors ranging from finance and leasing companies to asset managers and funds. He is experienced in capital structure management and capital raising, acquisition and structured financing, valuation, insurance-specialized private equity, restructuring, securitizations and derivatives, rating agency and refinancing advisory, other related forms of structured credit, and risk quantification and management.