Stephen M.
Miami, United States
100%
Job Success
Finance | Investment Banking | Private Equity | Fractional CFO
$135.00/hr
Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors.
Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services.
A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas.
Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
Work history
Work history
Fractional CFO Needed for Medtech Startup
Sep 26, 2023
-
Sep 21, 2024
5.00
"Stephen and his team are great. They truly listen to what you're trying to accomplish and offer up various solutions to choose from. They're highly competent and quick to respond…
Private earnings
Financial analyst
Jun 1, 2023
-
Jun 15, 2024
1.00
Private earnings
Investor relations raising capital expert
Dec 30, 2021
-
Jun 10, 2024
5.00
Private earnings
E-Commerce CFO Needed for M&A Project
Aug 24, 2023
-
Jun 2, 2024
No feedback given
Private earnings
Independent M&A Advisor Needed for Potential IP Sale/Merger with Staffing firm
Feb 4, 2023
-
Jan 26, 2024
3.25
Private earnings
Structuring/Valuation & Capital Raise
Aug 19, 2023
-
Nov 28, 2023
5.00
"Stephen and his team are very talented and helped develop our capital raise plan, business plan and business pitch deck. Stephen and his team understood our product and company strengths…
Private earnings
Fractional CFO - Consulting & Advisory
Sep 1, 2023
-
Nov 28, 2023
5.00
"I have worked with over the last several months. Stephen is a financial expert and a strategic thinker. He helped develop our capital raise plan and developed a detailed business…
Private earnings
Experienced Financial Analyst for Fast-Track Investment Project (Confidential)
Sep 6, 2023
-
Sep 29, 2023
1.00
"I recently engaged the services of Steven Marks on Upwork and I am compelled to express my dissatisfaction with the experience. Despite multiple attempts to seek clear and transparent rationale…
Private earnings
Business valuation expert needed
Jul 4, 2021
-
Aug 15, 2023
4.00
Private earnings
South Florida Condo-Hotel. New Construction Consulting, Financial Modeling and Pitch Deck.
Jun 1, 2022
-
Jul 29, 2023
5.00
"Great subject matter expert, will hire again."
Private earnings
Fractional CFO | Capital Raising & M&A for Fast-Growing Auto Service Company
Mar 17, 2025
-
Present
Job in progress
Private earnings
M&A Advisory Services
Jan 10, 2025
-
Present
Job in progress
Private earnings
Fractional CFO + M&A
Dec 23, 2024
-
Present
Job in progress
Private earnings
Financial Analyst Needed for Revenue Model Development
Oct 21, 2024
-
Present
Job in progress
Private earnings
Analyst Support, Market Data/Comps, Biz Plan, Mode
Aug 16, 2024
-
Present
Job in progress
Private earnings
Structuring, Strategy and Blueprint.
Jul 31, 2024
-
Present
Job in progress
Private earnings
Acquisition Valuation of SCH
Apr 10, 2024
-
Present
Job in progress
Private earnings
Fractional Controller - IT Services Business
Feb 22, 2024
-
Present
Job in progress
Private earnings
Looking for feedback on FP&A dashboard product from finance / accounting experts, and/or GTM advice!
Feb 8, 2024
-
Present
Job in progress
Private earnings
Direct Private Equity Deal Analysis
Jan 29, 2024
-
Present
Job in progress
Private earnings
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Skills
Skills
- Venture Capital Consulting
- Investment Preparation