Calvin Clark, Finance Expert in Atlanta, GA, United States
Calvin Clark

Finance Expert in Atlanta, GA, United States

Member since March 20, 2017
Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.
Calvin is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Education
  • Energy, Utilities & Waste
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Healthcare Services
  • Pharmaceuticals
  • Real Estate

Other Expertise


  • Director of Client Service

    2015 - 2016
    Robert Half Management Resources
    • Advised the C-suite on post-merger integration projects, pre-IPO projects, and the resource implications of strategic initiatives.
    • Assisted a real estate management client with a post-merger reorganization, strategic acquisition accounting projects, and an interim CFO search.
    Focus areas: Strategy
  • Strategic Finance Manager

    2014 - 2015
    HD Supply
    • Evaluated cross-border acquisition opportunities in wholesale space (including integration modeling, valuation).
    • Assembled the company’s long range forecast across 8 business units—validating financial models of each business unit according to global market assumptions.
    • Performed a strategic financial analysis and built financial models for evaluating internal strategic projects.
    • Performed market research for benchmarking financial performance using Bloomberg, Capital IQ, and other proprietary databases.
    Focus areas: Financial Planning & Analysis (FP&A), Strategic Planning & Execution, Mergers & Acquisitions (M&A)
  • VC Portfolio Manager

    2012 - 2014
    Gray Matters Capital
    • Managed $100 million+ in alternative assets including seed and VC-stage investments, microfinance funds, real estate and other assets across the India, Africa, Europe, Latin America, and the United States.
    • Managed early-stage investments in India, Kenya, and the United States, working with entrepreneurs on business plans, strategy, and capital campaigns.
    • Negotiated deal terms, coached, and raised capital for two dozen startup and early-stage enterprises spanning education, mobile technology, transaction processing, healthcare, and energy.
    • Traveled to India to attend conferences, build an investment pipeline, and meet with portfolio companies.
    Focus areas: Growth Capital Raising, Angel/Seed Funding, Business Planning, Budgeting, Due Diligence
  • Director of Finance

    2011 - 2012
    SourceTrace Systems Inc.
    • Built a multi-currency enterprise model for projecting company's budget, long-term forecast, and cash flow.
    • Oversaw the outsourced accounting functions in U.S., India, and Latin America—managing the relationships with 3 accounting firms and facilitating the roll-up of financial statements.
    • Prepared and presented financial reports—including financial projections and budget vs. actual analyses to the board of directors.
    • Relocated to India to oversee the reorganization of our software engineering team. Streamlined the software development process—speeding up development time and reducing costs.
    • Hired by VC investor Gray Matters Capital during a reorganization of the management team.
    Focus areas: Three Statement Operating Model, Financial Reporting, Capital Raising, Strategy, Financial Planning & Analysis (FP&A)
  • Business Manager

    2007 - 2011
    Calvert Foundation
    • Oversaw the business development and day-to-day operations of the investment advisory business unit.
    • Grew an investment advisory practice from $50,000 initiative into a $250 million+ AUM (assets under management) financial advisory subsidiary.
    • Pitched, negotiated, and executed a services contract with Citibank for managing the Communities at Work Fund: a $200 million fund for the community banking space.
    • Built a demand-and-capitalization model and market analysis for the U.S. Treasury Department on the community banking sector during the financial crisis.
    • Worked with the executive team of PayPal’s MicroPlace—a FINRA-registered online broker/dealer—to launch their site in a joint venture.
    • Developed the Calvert Foundation’s budget and forecasting model and managed the budget process.
    Focus areas: Portfolio Analysis, Financial Modeling, Investor Relations, Business Planning, Budgeting
  • Associate, Investment Banking

    2005 - 2007
    Raymond James (formerly Morgan Keegan)
    • Completed $100 million+ M&A transaction in the specialty retail space—performing due diligence, drafting CIM, contacting potential buyers, and facilitating their due diligence process.
    • Completed fairness opinions/valuations in the financial services and biotech space.
    • Completed a $30 million+ public equity offering in the financing services space.
    • Completed a $10 million+ private equity capital raise in the business process outsourcing/technology space.
    • Worked on numerous engagements involving public and private equity raises, M&A, debt, and fairness opinions.
    Focus areas: Capital Raising, Valuation, Fairness Opinion Reports, Financial Modeling, Mergers & Acquisitions (M&A)


  • Series 7 & 63 licenses in Securities
    2004 - 2005
    Financial Industry Regulatory Authority | FINRA - Atlanta, GA, USA
  • Master's degree in Business Administration
    2003 - 2005
    Emory University - Atlanta, GA, USA
  • Bachelor's degree in Economics
    1997 - 2001
    University of Arkansas - Fayetteville, AR, USA

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