About Burke Stelling Group

We are a team-owned business that prides itself on being trusted advisors to the companies we serve. Our founder, Jon Burke, has one of the most respected and prolific careers in bank M&A in the nation. He has served on more successful M&A assignments than anyone in the industry, doing so with great care for each client. Our core values of honesty, attention to detail, and deep consideration for our client’s goals are an extension of his legacy and are embodied in the team below.

Team

Jon

Burke*

Managing Partner

Drew

Stelling*

Managing Partner

Jim

Stokes*

Managing Director

Adam

Gardner*

Director

Peter

Ruiz*

Director

John

Pharr

Senior Vice President – Loan Sales

Andrew

West

Associate – Loan Sales

Mandy

Goepp*

Marketing and Operations Manager

Karthik

Nemani*

Analyst

Paul

Flor*

Analyst

What Makes Us Different

Focus, Relationships, and Objectivity Paired with Deep Industry Knowledge

Senior-Level Attention

Project selectivity allows multiple senior deal team members’ involvement in each engagement.

Extensive Industry Relationships

Well-known in the Southeastern and Mid-Atlantic markets for connecting unique buyers, sellers, and investors.

Financial Markets Expertise

Broad experience and knowledge of complex transactions allows a comprehensive and objective evaluation of alternatives.

Independent and Objective

Potential conflicts minimized by avoiding publication, underwriting of public securities, or expectation of banking revenue.

View Previous Case Studies

Focus, Relationships, and Objectivity Paired with Deep Industry Knowledge and Senior-Level Attention

M&A

Capital

Other Services

All securities offered through BSG Securities, LLC, member FINRA/SIPC, a broker-dealer affiliated with the principals of Burke Stelling Group, LLC.

*Check the background of BSG Securities, LLC and its registered representatives on FINRA’s BrokerCheck.