Mark Bergen – CFO Consultant

Mark is a CFO and COO with a proven ability to successfully and creatively lead in normal and crisis situations. Experienced in developing innovative cross-border solutions involving all business and support areas of small, medium, and large organizations. Skilled at selling change on a local, regional, or global basis.

He started his career in large organizations including UBS/Swiss Bank/O’Connor, Goldman Sachs, and Accenture with a significant portion of that time on the international side (working in Europe, Asia, and South America). In those organizations he concentrated on merger integration, re-engineering, technology, and strategy.

Over the last 15+ years he has focused on restructuring and restarting a series of firms including Forstmann-Leff, W.P. Stewart and Anchor Capital. These efforts included succession planning, marketing & sales team redesign, new technology & operations implementation, acquisitions, launching funds in the US & Luxembourg and employee buyouts.

Previous deal merger integrations have included:

At Andersen Consulting / Accenture:

  • Chicago Title & Trust / Safeco Title
  • National City Bank / First Ohio
  • First Omaha / Lincoln National

At Swiss Bank

  • O’Connor & Associates / Swiss Bank – I was on the O’Connor side from deal structuring through integration and post integration management
  • Swiss Bank / S.G. Warburg & Co.
  • Swiss Bank / Dillon, Read & Co.
  • Swiss Bank / UBS – we adopted the UBS branding
  • UBS / Paine Webber

After Goldman Sachs

  • O’Connor & Associates / Angelo Gordon
  • W. P. Stewart / partner search / Alliance Bernstein L.P.
  • Anchor Capital Advisors / buyback from Boston Private Bank


For more information, you can reach Mark at

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