Mark Haddad
Verified Expert in Finance
Finance Expert
Tampa, FL, United States
Toptal member since March 8, 2017
Mark provides fundraising support and interim CFO services to emerging companies looking to grow their business. After nearly a decade in mergers and acquisitions, private equity, venture capital, and valuation consulting, Mark has developed a process to help private companies raise capital and professionalize their financial reporting. He serves companies in many emerging sectors, including healthcare, software/technology, and retail.
Career Highlights
Education Highlights
Case Studies
Financial Model
Pitch Deck
Series A or B Investor Deck
Board Presentation
Industry Expertise
- Healthcare Services
- Financial Modeling
- Renewable Energy
Software Expertise
- Capital IQ
Other Expertise
- Financial Modeling
- Fundraising
- Mergers & Acquisitions (M&A)
- Valuation
Work Experience
Managing Director
Chief Perspective
- Handled fundraising efforts and interim CFO services for emerging companies looking to grow their business, serving companies in many emerging sectors, including healthcare, software and technology, and retail.
- Prepared investor materials and provided transaction support in conjunction with client fundraising efforts.
- Helped to generate interest in client ventures and raise an appropriate amount of capital. Typical engagements include financial modeling, investor presentations, and transaction support.
- Managed finance-related functions of a client’s organization—helping to streamline the financial reporting process and prepare for long-term growth.
- Fulfilled my core duties of fundraising, financial reporting, strategy and board-level support, M&A due diligence, and staff recruiting and training.
Chief Financial Officer
United Vein and Vascular Centers
- Served as the CFO of a 30+ clinic medical group operating in 5+ states throughout the US.
- Implemented accounting and financial systems. Developed financial and operational models and dashboards. Recruited internal and external teams to assist with the business's day-to-day activities.
- Advised the CEO and board on growth strategy and fundraising efforts.
Senior Associate
Cascade Partners
- Closed more than ten deals ranging from $5 million to $100 million in enterprise value across the United States and Canada, South America, and Western Europe. Typical buyers included middle-market private equity firms and publicly-traded strategic acquirers.
- Participated in all aspects of deal execution including deal-flow evaluation—buyer/target searches, financial modeling, valuation, market/industry research, investment memorandums, managing due-diligence process, and assisting with legal documentation.
- Led the effort to perform pre-diligence financial and operational analytics on prospective and engaged client companies in order to determine quality of earnings and ensure likely probability of closing.
- Provided assistance in the management of Seneca Health Partners—a predecessor healthcare venture capital fund.
Associate
Stout Risius Ross
- Provided business valuation and financial advisory services to over 50+ public and private companies (primarily in the automotive, financial services, telecom, food & beverage, and healthcare industries) and high net-worth individuals for estate, gift, and corporate tax planning, shareholder buy-outs, fairness & solvency opinions, and litigation advisory.
- Co-authored the article “The Reasonableness of Owners’ Compensation,ʺ in the fall 2011 SRR Journal: the company’s biannual journal that is distributed to attorneys, accountants, advisors, and clients across the U.S.
- Presented a CE webinar on ʺWorking Capital Issues in Business Valuationʺ to the national valuation practice, consisting of 60 professionals across seven offices.
Education
Bachelor's Degree in Business Administration
University of Michigan - Ann Arbor, MI, USA
Skills
Finance
Fundraising, Funding Strategy, DCF Valuation, Market Research, Venture Funding, Fund Analysis, Funds Flow, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Customer Acquisition Cost (CAC), Angel/Seed Funding, Capital Raising, Growth Capital Raising, Valuation Modeling, Valuation Multiples, CFO, Budgeting, Customer Lifetime Value (CLV), Three-statement Modeling, Capital Structuring, Working Capital Management, Capital Structure Analysis, Discounted Cash Flow (DCF), Investment Memoranda, Financial Reporting, Accounting
Output Software
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Data & Analysis Software
Capital IQ, Bloomberg
Industry Expertise
Healthcare, Technology, Retail & Wholesale
Geographic Expertise
United States, Brazil, United Kingdom, Germany, Canada
Other
Investor Presentations, Board Presentations, Pitch Decks, Life Science, Healthcare Services, Investor Relations, Presentations, Microsoft Power BI, Finance
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