Mark S. F.

Title: Investment Banker | M&A Advisor | Sell-Side, Buy-Side & Valuation | Capital Raising (Consulting only) | 25+ Years Wall Street, 300+ Transactions Overview: I've spent more than 25 years on Wall Street getting deals done: more than 300 M&A and capital-raising transactions, totaling roughly $7 billion. If you're thinking about selling your business, buying one, or evaluating an offer, I can tell you what it's worth, how buyers will see it, and how to get the deal closed on the best terms. BACKGROUND FINRA-licensed investment banker (Series 7, 79, 63) Kellogg MBA; started my career as a CPA at PricewaterhouseCoopers Senior roles at Bear Stearns, PaineWebber, and Thomas Weisel Partners; ran three boutique investment banks Worked extensively with Kleiner Perkins, NEA, and Khosla Ventures, providing M&A advisory and capital raising for their portfolio companies Sector experience: technology (semiconductors, SaaS, hardware), telecom and data centers, healthcare (medical devices, pharma), consumer and e-commerce, and essential services WHAT I DO Valuation Review A defensible value range for your business, what drives it, and where a buyer will try to chip away at it. Typical engagement: $750 – $1,250 Sale Readiness Assessment Before you go to market, I look at your business the way a buyer's deal team will. I flag the issues that kill deals or cut price, and tell you how to fix them. Typical engagement: $1,000 – $2,000 Offer / LOI Review Already have an offer? I'll review price, structure (earnouts, seller notes, equity rollover, working capital), and terms, and tell you what to push back on. Typical engagement: $1,000 – $2,000 Go-to-Market Strategy & Marketing Materials Review Positioning, buyer universe, process, and timing. I review and sharpen your teaser and offering materials. I don't build them. Typical engagement: $1,000 – $2,000 Buy-Side Support Target evaluation, valuation, deal structure, and negotiation for acquirers, search funds, and operators. Engagements: custom Full Sell-Side or Buy-Side M&A Advisory End-to-end process management for businesses with roughly $1M – $25M in enterprise value. Engagements: custom Strategy Calls One-on-one sessions on any M&A or transaction question. Sessions: $300 – $500 WHO I WORK WITH Business owners considering a sale, now or in the next few years Founders weighing an unsolicited offer Buyers, search funders, and operators evaluating an acquisition HOW I WORK Direct and honest. If your business isn't ready to sell or an offer isn't good enough, I'll tell you, and I'll tell you what it would take. No templates, no generic advice. Just real transaction experience applied to your situation. I don't build pitch decks or financial models, and I don't take capital-raising mandates.