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02.28.20

VIEWpoint Issue 1 | 2020

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Milkes Joins Doeren Mayhew’s Financial Institutions’ Merger and Strategic Services Practice

TROY, MICH. – Oct. 5, 2021 – Doeren Mayhew, a national CPA and advisory firm, has hired David Milkes, CPA, CFA as the Director of M&A and Strategic Services in its Financial Institutions Group. In his role, David’s focus will be on leading the mergers and acquisitions team, developing the practice and managing relationships with the firm’s credit union, community bank, CUSO, broker dealer and other related financial institution clients.

Milkes has nearly 15 years of merger and acquisition, and strategic advisory experience, and a successful track record providing value-driven advice, strategic planning and transactional services in the financial and investment management industries. His areas of expertise include mergers and acquisitions, ownership restructures, strategic business advisory, business valuations and succession plans.

“As a leader in our Financial Institutions Group, David will offer a wealth of knowledge and added value to our clients throughout the merger and acquisition process, as well as the strategic planning process,” says John Murnane, CPA, a shareholder and practice leader. “He is a highly trained and technical professional that will play an integral role in the practice’s success.”

Prior to joining Doeren Mayhew, Milkes was an investment banker with Colchester Partners for nearly a decade providing strategic advice to financial institutions and investment management organizations. Earlier career endeavors included time in public accounting with Ernst & Young and hedge fund services with JP Morgan.

Milkes is a certified public accountant and CFA® charterholder. Additionally, he holds Series 7, 63 and 79 with the Financial Industry Regulatory Authority (FINRA).

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