Testimonials
Marcus has provided invaluable guidance and advice to BayFirst as we continue to execute on our Florida market expansion and national lending strategy. His advice, strategic planning and capital stress testing work has assisted management and the Board in evaluating strategic initiatives and in comprehensively assessing BayFirst’s risk profile and direction of risks.
Anthony Leo, Chief Executive Officer
BayFirst Financial Corp. (NASDAQ: BAFN) and
BayFirst National Bank, Saint Petersburg, Florida
Esquire has grown from approximately $240 million privately held bank to becoming a national bank with total assets over $1.3 billion. Marcus assisted us in planning for this charter change. As we continue to execute our niche banking strategy focused on the litigation market and other verticals, our annual strategic and capital planning process has benefited greatly from Marcus’ strategic focus, banking expertise and understanding of bank regulators’ expectations.
Eric Bader, Executive Vice President and Chief Operating Officer
Esquire Financial Holdings, Inc. (NYSE: ESQ) and
Esquire Bank, N.A., Jericho, New York
Marcus has been a tremendous resource for NASB. Beginning in 2012, he has assisted us on a wide range of critical projects and initiatives ranging from the initial implementing of our Enterprise Risk Management Program, performing a baseline Enterprise Risk Assessment, Strategic, Business and Capital Planning, Capital Stress Testing and evaluating organic and inorganic growth opportunities. His banking and regulatory experience make him a well-rounded advisor who consistently offers practical advice on the current state of the industry, and comprehensive planning and risk management solutions.
Paul Thomas, CEO and Director (retired)
NASB Financial, Inc. (OTCQX US Premier: NASB)
North American Savings Bank, FSB Grandview, Missouri
Marcus assisted our privately held bank in evaluating a potential bank acquisition opportunity. His M&A experience, informed advice on pricing and transaction structure, as well as his ability to lead comprehensive diligence of the merger target, made him an ideal partner. We successfully closed the acquisition and have continued to seek Marcus’s counsel for additional acquisition opportunities and overall strategic planning.
Wade Ruckle, CEO
Central Bank, Little Rock, Arkansas