Mark Haddad, Finance Expert in Detroit, MI, United States
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Mark Haddad

Verified Expert  in Finance

Finance Expert

Location
Detroit, MI, 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 & 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.

Financial Planning & Analysis (FP&A)Financial ModelingValuationFundraisingMergers & Acquisitions (M&A)Market ResearchFinancial Reporting

Career Highlights

Managing Director
Chief Perspective
Senior Associate
Cascade Partners
Associate
Stout Risius Ross

Education Highlights

Bachelor's Degree
University of Michigan

Case Studies

Work Experience

Managing Director

2016 - PRESENT
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 provide 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.
Focus areas: Investor Relations, Discounted Cash Flow (DCF), Capital Structure Analysis, Working Capital Management, Growth Capital Raising, Capital Structuring, Fundraising, Funds Flow, Angel/Seed Funding, Three-statement Modeling, Mergers & Acquisitions (M&A), Valuation Modeling, Valuation Multiples, Customer Lifetime Value, Valuation, Financial Reporting, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Venture Funding, Capital Raising, CFO

Senior Associate

2012 - 2016
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.
Focus areas: Growth Capital Raising, Capital Raising, Financial Planning & Analysis (FP&A), Venture Funding, Mergers & Acquisitions (M&A)

Associate

2009 - 2012
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.
Focus areas: Valuation Multiples, Valuation Modeling, Valuation
2005 - 2009

Bachelor's Degree in Business Administration

University of Michigan - Ann Arbor, MI, USA

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