Research and Strategy Expert, PE-Backed Operator

Education

Master of Business Administration (M.B.A.) University of Pennsylvania – Wharton School
Jan 2014 – Jan 2016
Focus: Finance, Operations, Marketing and Entrepreneurial Management

Bachelor of Sciences (B.S.) from University of Maryland – Robert H Smith School of Business
Jan 2006 – Jan 2010
Focus: Finance

Work Experience

Principal Consultant at Alphavate Consulting 
May 2016 – present | New York, NY, USA

• Corporate Strategy (includes due diligence, financial modeling, M&A strategy support, growth strategy, pricing strategy, etc.)
• Sales & Marketing (Market research, competitor analysis, growth evaluation, go-to-market strategy, market sizing, customer insights, customer segmentation, etc.)
• Digital Transformation & Technology (BI dashboards, technology implementation, project management, etc.)
• Operations & Supply Chain (sourcing and procurement, etc.) 

Principal at Rambler Capital
Aug 2018  – Apr 2020  | Philadelphia, PA, USA

• Created and structured a real estate fund to acquire a 1 Million sqft mixed-use property
• Ran a successful multi-million dollar capital raise targeted at high net worth investors and family office
• Acted as a principal of the real estate investment fund
• Led deal sourcing, asset due diligence, and valuation of commercial and portfolios of single-family rental assets
• Developed value-add strategies, operational improvements and property rebranding, sourced strategic tenants
• Advised firms on building creative real estate solutions to meet buyer, seller and investor requirements

Portfolio Management Associate at PIMCO
Jun 2010  – Jun 2014  | Laguna Beach, CA, USA

At PIMCO, a $1.51 Trillion investment management firm, Mark worked in the Portfolio Management group. As a Portfolio Management Associate, Mark was responsible for finding and researching investment opportunities, analyzing industries to understand key trends and opportunities for disruption, conducting competitive analysis to understand the landscape and assess value proposition, and working with executives of the portfolio companies to assess strategies for revenue growth and improving operational efficiency.

CFO & Founder at Jack Winn Color
May 2008 – May 2010 | Laguna Beach, CA, USA

Jack Winn Color is a consumer product goods company with national presence and sales through eCommerce and direct-to-consumer channels based in Laguna Beach, California. Mark is the Co-Founder and served as a board member and the CFO at Jack Winn Color, managing and overseeing all facets of the company. In his prior role as the CFO, Mark was responsible for strategic initiatives, financial management, supply chain management, operations, vendor evaluation and implementation, and other aspects of the company. Mark also led business development, operations, customer acquisition, marketing, and partnerships strategies. In his capacity as the firm Executive, he also focused on areas that included launching new products, developing company’s business plan and company strategies to ensure the firm delivered results and achieved growth projections.

About Me

Mark co-founded Alphavate, a global management consulting firm focused on helping growing businesses, Fortune 1000 companies and PE/VC firms define and drive growth strategies, improve business operations and profitability, and evaluate opportunities for investment. Mark is an investor, board observer and served as an operator at a PE firm PCM Growth, led by a billion entrepreneur Mark Paulus. Having been an executive himself, Mark has extensive operational and strategy experience at a consumer company Jack Winn Color, which he built and sold, as well as at Hawx, a home services tech company. Additionally, Mark created and structured a real estate fund to acquire 1 Million sqft in mixed-use properties.

Mark works directly with CEOs and company executives to optimize their company revenue strategy, ROI, grow market share and improve profitability. His list of clients extends from startups to Fortune 500 companies, including General Electric, Mars, Pfizer, AB InBev, and IBM, as well as leading PE/VC firms and Hedge Funds, such as Seacoast Capital, Thrive Capital, Francisco Partners, etc.

Mark’s business partner at AlphaVate, Anastasia Khizenko, has 10 years of leadership roles in large investment firms and consumer and technology businesses, such as Goldman Sachs, Fred Alger Management, General Motors Asset Management, and a technology startup. She also consulted companies on operational and strategic initiatives as a Consultant at KPMG, a top-tier consulting firm.

Areas of expertise:
Market research • competitive analysis • PE/VC due diligence • go-to-market strategy • customer segmentation • marketing • financial modeling • valuation • big data analytics • primary research (surveys/interviews) • pitch book • fundraising • growth planning

Qualifications

Project Categories

  • Financial Planning & Analysis
  • Financial Modeling
  • Mergers & Acquisitions Strategy
  • Due Diligence
  • Value Creation Strategy
  • Strategic Planning
  • Data Visualization
  • Voice of the Customer Research
  • Competitive Analysis
  • Market Mapping & TAM Analysis
  • Pricing Analysis & Optimization
  • Market Landscape
  • New Market Entry
  • Project Management (Legacy)
  • Digital Strategy Project Management

Industries

  • Consumer Goods
  • Technology
  • Private Equity
  • Financial Services
  • Healthcare Services

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