I enjoy working with people.....
Senior financial professional with a consistent track record of meeting objectives through effective risk management, thorough fundamental research, rigorous quantitative analysis, and exhaustive due diligence.
A proven business builder with a track record of implementing innovative and cost-effective strategies that drive revenue and profit growth. Diverse general management skill set and business qualifications with experience in business development, finance, operations, acquisitions, strategic partnerships, new product development, strategic planning, P&L management, sales and marketing. Broad industry relationships with investment banks, business owners, and capital sources (including private equity firms, business development companies, family offices, and lenders.)
// For businesses seeking a strategic capital partner please contact me directly-
mark@calusacap.com
+1 (239) 228-2219
www.calusacap.com
Partner @ Calusa Capital Partners seeks to invest in scalable, lower middle market companies in select industries with strong management teams at the helm.
Calusa Capital Partners specializes in Management Buyouts, Management Buyins, Recapitalizations, Acquisitions of family owned or closely-held businesses, Acquisitions of private equity portfolio companies, Ownership transitions, Corporate divestitures, and Co-Investments.
www.calusacap.com From August 2015 to Present (5 months) Naples, Florida AreaAdvisory Board Member @ Developed by healthcare industry professionals who understand and solve healthcare obstacles through technology, mediconneX acts as a conduit of shared information and enables staff, patients and their families to better understand the discharge process and build a bridge to a healthier life.
www.mediconnex.com From October 2015 to Present (3 months) Business Mentor @ To increase Southwest Florida’s ability to generate new companies and jobs, Fusion Pointe was created by a dedicated group of leaders from the public, private and philanthropic sectors to provide startups with technical assistance, mentorship and access to capital.
www.fusionpointe.org From November 2015 to Present (2 months) Naples, Florida AreaStrategy Consultant @ Originally formed to manage a portfolio of domestic and international private equity direct investments, the firm expanded to provide project based consulting services across a wide variety of industries covering topics such as corporate strategy, business development, capital structure optimization, turnaround/restructuring, operational improvement, valuation, and IT planning, implementation, and management.
For a list of representative projects and industry experience, please see below. From August 2012 to July 2015 (3 years) Naples, Florida AreaSenior Associate @ As the first Associate (later Senior Associate) at Cognitive Capital Partners, a private equity firm that specializes in small to middle market leveraged buyouts, I was responsible for sourcing, analyzing, and monitoring private equity investments. This included evaluating stand-alone acquisitions, strategic acquisitions, and management lift-outs.
The position required the preparation of monthly and quarterly financial reports for limited partners, and included performing quarterly valuations. Further, I was responsible for the preparation of the quarterly Board of Director presentations.
In addition, I partnered with senior executives of portfolio companies in preparing budgets and long-term forecasts, analyzing accounts receivables, and evaluating capital expenditures, among other operational items. These activities resulted in real-time business decisions, and set the framework for the Board of Director meetings. From September 2008 to August 2012 (4 years) Greater Chicago AreaVice President of Operations @ During my time at InterOcean, I created policies and procedures that allowed the company, a startup Broker/Dealer and Registered Investment Advisor headed by my former Oppenheimer manager, to grow from inception to $800 Million in assets under management (AUM) and 35 employees.
During this period of growth, I was chosen to trade model portfolios on behalf of Institutional Investment Managers (U.S. domestic equities, foreign equities, and ADR's) in order to build out our separately managed accounts program. In addition, I researched, monitored, and traded equity, option (collars, spreads, 3-ways, etc.), and fixed income positions for our brokers.
These activities required me to act as a liaison between the firm and its Prime Brokers, Clearing Firms, and Custodians (Bear Stearns, JP Morgan, Fidelity and Schwab; among others) to reconcile trades, resolve trade discrepancies, and process the movement of cash and securities.
Lastly, I directed the integration of IT operations, computer hardware, operating systems, communications, software applications, and data processing. This included purchasing and configuring desktops, laptops, routers, switches, servers, and mobile devices. Further, I provided desktop, hardware, software, and mobile support across the organization.
In 2007, as a result of these activities, CDW recognized me as a thought-leader in the IT industry with an invitation to join their Advisory Board; a position I hold to this day. CDW is a publicly-traded
(NASDAQ: CDW) provider of technology products and services for business, government and education. From November 2006 to August 2008 (1 year 10 months) Greater Chicago AreaInvestment Associate @ After moving our five person team to RBC, I took an active role in business development and relationship management by preparing and delivering client presentations to high-net-worth individuals. These presentations required significant analytical work, and advanced knowledge of Bloomberg, Morningstar Advisor Workstation, Ibbotson, and InvestmentView; among other software applications.
Given the team’s focus on fee based asset management, I spent much of my time researching and monitoring Private Equity Funds, Hedge Funds, Fund of Funds, Institutional Investment Managers, and Mutual Funds.
In addition, I researched, monitored, and traded equity, option, and fixed income positions for our transaction based clients. Accordingly, I was selected to trade, alongside the Senior Partner, $5 billion dollars of Agency Bonds on behalf of an institutional client over the course of my 4 years with the firm.
Lastly, I marketed equity derivative solutions to our existing client base (prepaid variable forwards, collars, and equity-linked securities) in an effort to reduce single stock exposure and increase diversification. From September 2003 to September 2006 (3 years 1 month) Greater Chicago AreaSyndicate Coordinator (Equity Capital Markets) @ During my tenure at Oppenheimer, I propelled the Chicago branch office to the number one producing syndicate office in the entire CIBC retail network (then CIBC Oppenheimer); a distinction held post-acquisition. In addition, I researched, monitored, and traded equity, option, and fixed income positions for a Fundamental Equity Portfolio Manager and a team of Account Executives, resulting in assets under management (AUM) to increase every year.
Further, I partnered with the Corporate and Executive Services group to provide solutions to the firm’s investment banking clients, and was selected to trade, alongside the Senior Partner, $3 billion dollars of Agency Bonds on behalf of an institutional client over the course of my 4 years with the firm. Lastly, during this time, I executed over $45 Million of domestic and international Private Equity transactions for an Ultra High Net Worth (UHNW) Venture Capitalist. From September 1999 to September 2003 (4 years 1 month) Greater Chicago Area
MBA, Finance, 3.89/4.00 @ Loyola University of Chicago - Graduate School of BusinessB.S., Marketing and Human Resources @ Marquette University Mark Robinson is skilled in: Equities, Investments, Financial Modeling, Private Equity, Valuation, Fixed Income, Portfolio Management, Securities, Capital Markets, Investment Banking, Asset Management, Derivatives, Strategic Financial Planning, Operations Management, Bloomberg