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Mark S. F. Status: Offline
Cocoa Beach, United States
100% Job Success
Top Rated Plus

Capital Raising / M&A / Due Diligence / Fractional CFO

Greetings: I am a tenured financial professional/investment banker and former PWC CPA specializing in M&A, and private debt and equity private offerings. I am a full licensed (Series 63,7 & 79) veteran investment banker and private placement expert with over 25 years of experience. I have served at firms including Bear Stearns, Thomas Weisel Partners, and PaineWebber and headed the investment banking department of three boutique investment banks. I have a record of successfully executing over 250 investment banking transactions and raising more than $3 Billion in debt and equity financing, in addition to leading multiple M&A transactions. I have served as a trusted advisor to hundreds of C-level teams. I have authored countless offering memorandums and investor presentations and structured hundreds of private equity investments. I have worked closely with the country's top venture capital firms and presented my clients’ businesses and capital offerings to thousands of institutional and retail investors. I am also an expert at helping C-suite officers present their companies and their capital offerings to investors in a highly professional and compelling way. Having held a FINRA series 24, 7. 63, and 79 for over 15 years, I am intimately familiar with the rules and regulations pertaining to SEC and FINRA compliance. Early in my career, I also served for several years as a CPA at PricewaterhouseCoopers, an international accounting and consulting firm. I hold an MBA from Northwestern University and a bachelor’s degree in finance and accounting from the University of Iowa. I have spent my career assisting entrepreneurs and helping them to reach their goals. I look forward to helping you reach yours. Mark Finckle CAPITAL RAISING/INVESTMENT BANKING SKILLS: M&A & Capital Raising Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations CFO SKILLS: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization TECHNICAL SKILLS: Expert presenter & Public Speaker Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42, and other retail-focused POS Video Editing (Camtasia, et al, multiple technical YouTube videos online) TEFL Certification
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