Craig Ascari leads the PBMares Transaction Advisory Services Team, where he advises business owners of middle-market companies on complex corporate finance, merger and acquisition and other strategic initiatives. Craig has more than 20 years of experience advising both public and private companies in a variety of merger and acquisition, capital raising and strategic advisory transactions. He has completed more than 100 financing and advisory assignments in his career, including buy-side and sell-side engagements, IPOs, debt issuances and equity private placements. Craig particularly enjoys the intellectual challenge of his work and the fast-paced, changing environment. However, client interaction and a concentration on service are the driving forces behind his commitment. Craig also serves as a senior advisor with PBMares Wealth Management.
Craig began his financial services career in investment banking with Wheat, First Securities, Inc., where he rose to managing director and head of the Health Care Corporate Finance Group. He also served as a managing director with Raymond James & Associates, Inc. and as vice president of business development with Trigon Blue Cross Blue Shield (now Anthem Blue Cross Blue Shield). Prior to joining PBMares, Craig was head of the equity syndicate department of Ferris, Baker Watts, Incorporated, a leading, regional investment bank, where he also served on the firm’s equity commitment committee. Craig has earned the FINRA Series 65 and 79 licenses.
Craig is an active volunteer and has been involved in various community service organizations, including the Micah Initiative and Upward Basketball. He is a past member and chairman-elect of the Bon Secours Richmond Health Care Foundation Professional Advisory Committee.
He is a FINRA registered General Securities Principal (Series 24), Investment Banking Representative (Series 79) and Uniform Securities Agent (Series 63).
- Financial Planning Association of Central Virginia, Board of Directors
- Bachelor of Arts in Economics from Virginia Tech in Blacksburg, Virginia, with a membership in Omicron Delta Epsilon, the international honor society for economics
- Master of Science in Resource Economics from the University of Rhode Island in South Kingstown, Rhode Island