Mark Grothe, CFA, was previously a Senior Analyst in the M&A and Contested Situations Research Group at Glass, Lewis & Co.
Mark worked as a research analyst at Glass, Lewis & Co. for 18 years. During the last 14 years of that tenure, Mark was a senior member of the M&A and Contested Situations Research Group, where he provided institutional shareholders with in-depth research and evaluated the strategic and financial merit in thousands of special situations across all industries and markets. As a part of that work, Mark served as Glass Lewis’ primary analyst and issued voting recommendations for more than 200 contested director elections and M&A transactions, including many of the most closely watched situations of the last decade, such as controversial votes at Exxon, ADP, Campbell's, DuPont, Darden, Hasbro, Canadian Pacific, Kansas City Southern, Bristol-Myers/Celgene, Ritchie Bros/IAA, Cigna/Express Scripts, Tegna, Dell, Buffalo Wild Wings, and Dollar Tree/Family Dollar.
Prior to joining the M&A and Contested Situations Research Group at Glass Lewis in 2009, Mark was an analyst in Glass Lewis’ Forensic Research Group where he was responsible for researching and writing in-depth research reports identifying hidden or underappreciated risks at public companies including with respect to business strategy, accounting methods, earnings quality and governance structure. He also built proprietary datasets and wrote groundbreaking research reports on financial-reporting issues such as earnings restatements, internal accounting controls and backdated stock options.
Mark is a CFA charterholder and has a double master’s degree in finance and accounting from the University of Colorado Denver, where he also completed his undergraduate studies in business and economics.