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Mesirow Investment Banking Promotes Two Co-Heads

Mesirow Investment Banking Promotes Two Co-Heads

Mesirow, a Chicago-based financial services firm, has promoted Adam Oakley and Rocky Pontikes to co-heads of Mesirow Investment Banking. In addition to their current responsibilities, they will now provide strategic direction and oversight for the group and manage its day-to-day operations.

Oakley and Pontikes assume responsibility for the group as Brian D. Price becomes CEO of Mesirow’s $10 billion wealth management business.

With more than two decades of investment banking and valuation experience, Oakley has expertise in aerospace and defense and diversified industrials. Prior to joining Mesirow in 2004, he was at S&P‘s corporate value consulting, focusing on intangible asset valuation and other financial advisory services.

Pontikes has over 25 years of investment banking experience, including business services, distribution and supply chain, and industrials. Prior to joining Mesirow, he was a member of the global investment banking division at Merrill Lynch & Co.

“I am excited to see them continue this momentum in their new roles and look forward to continuing to work with Adam, Rocky, and the Mesirow Investment Banking team as we expand collaboration between Mesirow Investment Banking and Mesirow Wealth Management,” said Price.

With a focus on middle market M&A transactions, Mesirow has completed 325 deals in recent years.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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