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.
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: CFO, Capital Raising, Venture Funding, Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Financial Reporting, Valuation, Customer Lifetime Value, Valuation Multiples, Valuation Modeling, Mergers & Acquisitions (M&A), Three Statement Operating Model, Angel/Seed Funding, Funds Flow, Fundraising, Capital Structure, Growth Capital Raising, Working Capital Management, Capital Structure Analysis, Discounted Cash Flow (DCF), Investor Communications
2012 - 2016
Closed 10+ 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: Mergers & Acquisitions (M&A), Venture Funding, Financial Planning & Analysis (FP&A), Capital Raising, Growth Capital Raising
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 7 offices.