Meet Marc

A Trusted Advisor for Rising Middle Market Companies

Marc’s family sold their family business in 1984, and due to bad advice and planning, ended up with effectively nothing to show for it. Marc was determined to help others from making those mistakes. As a result, Marc embarked on a career to help business owners and CEOs grow the value of their companies and realize the lives they leave.

Marc has domestic and international companies as clients, lived in four countries, and worked in over 20; he understands working in foreign markets and managing cultural issues. Marc has resided in Atlanta for over 21 years.

While many offer these services, you want someone alongside you who has developed companies, bought and sold businesses, and not just advised on a sale or purchase.

Marc’s journey to help his client grow their companies, get more options and realize the lives they want is below.

Stage I

Marc spent the first six years of his M&A career working for an investment bank in London, doing friendly and hostile takeovers, acquisitions and divestitures. Through this experience Marc learned how companies are bought and sold.

Stage II

Marc then spent decade working for large corporations heading their internal M&A operations. From this experience Marc learned how companies value targets and how they seek to reduce the purchase price.

Stage III

With this experience Marc and a partner started Pegasus Partners, a lower midmarket M&A advisory firm to help clients realize great value for their businesses. However, the process of increasing value, was a coaching mandate more than an M&A one. So through Mindshop, Marc started his coaching career.

Stage IV

As Marc spent more time advising clients, his realized to truly help customers have options and “Freedom” required coaching and guiding. So he became a Vistage Chair. Following four years as a Vistage Chair, combined with the onset of COVID, Marc sought to increase the tools in his quiver so he could help his clients. As a result he became a Certified Value Builder Coach and Gravitas Coach.

Interviews

 

Board Memberships

 

Current

 

Past

 

Organization Memberships

 

Marc taught me more about my business and where its value lay.

CEO, Atlanta Engineering Company

Education

 

Licenses

  • CFA Charterholder
  • FINRA Licenses Series 7, 24, 63, 79 and 99
  • Certified Merger & Acquisitions Advisor
  • Certified Gravitas 7 Attributes of Agile Growth Coach
  • Certified Value Builder Coach

Marc is dedicated to helping companies grow, scale, and create value. When he is not working, he enjoys hiking, reading, snow skiing, travel, and taking courses to expand his horizons.

Recent Posts

Ideation! Harder Than It Sounds

Ideation! Harder Than It Sounds

Bringing in new ideas, thoughts, understanding, and logic is key as your organization faces the challenges of a changing environment. But when you do an ideation session in your organization… how does it go? For so many organizations, many times, after a few ideas have been thrown out and rejected, the thought process slows down very quickly, and a form of hopelessness takes over. How does your organization have better ideation? I’ve come across a new approach with a few teams lately.

Tony Hsieh, a Corporate Culture Icon, RIP

Tony Hsieh, a Corporate Culture Icon, RIP

In his work as Zappos CEO and elsewhere, Tony Hsieh believed, and proved, that culture is the most important thing in an organization. According to Hsieh, if you get the culture right, the rest will take of itself. How did Zappos do it? You can take a look at everything from the company’s interview questions, to “The Offer” to leave a position as a new hire. Hsieh believed that a company’s brand is just a reflection of the culture, and his legacy is felt across so many industries.