Stephen M.

Stephen M.

MiamiFL
Job Success

Finance | Investment Banking | Private Equity | Fractional CFO

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.
Jun 6, 2022 - Nov 6, 2022

No feedback given

Private earnings
Aug 4, 2022 - Aug 15, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Apr 8, 2022 - May 20, 2022
Private earnings
Rating is 5 out of 5.
5.00 Apr 16, 2022 - May 12, 2022

"Steve and his team were amazing. The communication was phenomenal and he tailored his work to meet the criteria of our project. He puts out amazing work and is very intelligent. Highly recommend him to anyone in need of his services."

Private earnings
Rating is 5 out of 5.
5.00 Feb 3, 2022 - Apr 17, 2022

"Stephen did a terrific job with our business plans, pitch decks, and financial projections/models. I will be working with him again in the next couple of weeks and I would recommend his services to anyone that is serious about raising capital and in need of a team of business analysts who can get the job done, and done right. I thank you Stephen, and your team, for all the hard work and determination on my project!"

Private earnings
Rating is 5 out of 5.
5.00 Oct 14, 2021 - Jan 13, 2022
Private earnings
Nov 5, 2021 - Jan 7, 2022

No feedback given

Private earnings
Jul 17, 2021 - Dec 16, 2021

No feedback given

Private earnings
Nov 4, 2021 - Nov 25, 2021

No feedback given

Private earnings
Jul 27, 2021 - Nov 7, 2021

No feedback given

Private earnings

Stephen M. has more jobs. Create an account to review them
Stephen M.

Stephen M.

MiamiFL
Job Success
53
Total Jobs
1,074
Total Hours

Finance | Investment Banking | Private Equity | Fractional CFO

Specializes in
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.
Jun 6, 2022 - Nov 6, 2022

No feedback given

Private earnings
Aug 4, 2022 - Aug 15, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Apr 8, 2022 - May 20, 2022
Private earnings
Rating is 5 out of 5.
5.00 Apr 16, 2022 - May 12, 2022

"Steve and his team were amazing. The communication was phenomenal and he tailored his work to meet the criteria of our project. He puts out amazing work and is very intelligent. Highly recommend him to anyone in need of his services."

Private earnings
Rating is 5 out of 5.
5.00 Feb 3, 2022 - Apr 17, 2022

"Stephen did a terrific job with our business plans, pitch decks, and financial projections/models. I will be working with him again in the next couple of weeks and I would recommend his services to anyone that is serious about raising capital and in need of a team of business analysts who can get the job done, and done right. I thank you Stephen, and your team, for all the hard work and determination on my project!"

Private earnings
Rating is 5 out of 5.
5.00 Oct 14, 2021 - Jan 13, 2022
Private earnings
Nov 5, 2021 - Jan 7, 2022

No feedback given

Private earnings
Jul 17, 2021 - Dec 16, 2021

No feedback given

Private earnings
Nov 4, 2021 - Nov 25, 2021

No feedback given

Private earnings
Jul 27, 2021 - Nov 7, 2021

No feedback given

Private earnings

Stephen M. has more jobs. Create an account to review them
As Needed - Open to Offers

< 24 hrs response time