Firm Leadership
We are experienced professionals who have chosen to spend their careers
working exclusively with the owners of closely-held businesses.
Senior bankers, supported by an analyst and pool of interns, are deeply involved throughout every engagement, whether a limited strategic assessment or a broad M&A process. Every client gets the A-Team; there is no B-team.
Mark Phillips Managing Director
Mark leads the strategy and execution of M&A transactions and manages the firm. Prior to founding Lamkin Road, Mark was Managing Director of Jacobs Capital, a boutique investment banking firm where he spent over a decade providing sell-side M&A advisory to private businesses across numerous industries. Prior to Jacobs Capital, Mark served in a variety of roles for a subsidiary of Barclays in Charlotte, N.C., and Phoenix, AZ. Mark received both his bachelor’s degree and MBA from UNC Kenan-Flagler Business School, where he was also recipient of the Frank Hawkins Kenan Award. Mark also serves on several boards and committees of industry associations, non-profit organizations, and private enterprises.
Kenneth Spence Principal
Kenneth leads the day-to-day execution of transactions. Immediately prior to joining Lamkin Road, Kenneth was with R. W. Baird & Co. Investment Banking, where he was on one of the industry’s leading government and defense contracting M&A teams. Before Baird, he also worked with Mark Phillips at Jacobs Capital, a boutique investment banking firm in Chapel Hill. Kenneth has a Master’s of Accounting from UNC Kenan-Flagler Business School and a bachelor’s degree with provost’s recognition from the University of Dallas. He spent several years in public policy, working at prominent Washington, D.C., think tanks, prior to graduate school.
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