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
- Listen to Marc’s Interview with Mike Blake on Business Radio X on May 9, 2019
- Listen to Marc’s Interview with Mike O’Niell’s Get Unstuck Podcast on August 20, 2021
Board Memberships
Current
- Technology Association of Georgia, Past Chair – Corporate Development Society
- Technology Association of Georgia, Chair – International Business Society
- US Strategic Capital Alternative Income Fund – Board Member & Investment Committee Member
Past
- CFA Atlanta – Marketing Chair
- British-American Business Council of Georgia – Events Chair
- South African South Eastern American Chamber – Founding Member and Finance Director
- Society of International Business Fellows
- Jerusalem House
Organization Memberships
- CFA Atlanta
- CFA Institute
- Vistage International
- Netherlands American Chamber of Commerce South East
- Technology Association of Georgia
Marc taught me more about my business and where its value lay.
Education
- Bachelor of Arts, (Hons.), Economics, University of Reading, Reading England
- Masters of Business Administration, A.B. Freeman School of Business, Tulane University, New Orleans
- Juris Doctor (Cum Laude), Tulane Law School, Tulane University, New Orleans
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
The stimulus has ended; what does that mean for the economy?
The CARES Act Stimulus has ended, and the improvement in unemployment is slowing. Two-thirds of the U.S. economy is driven by consumer spending! As aid ends and more people run out of savings and credit, consumption will slow. Slowing consumption affects every sector of the economy. Falling spending will hamper any recovery, and Congress needs to act if you want a better 2021.
Are We At the Top?
The stock market has corrected some, but things are still frothy in the financial world. Unfortunately, when things are frothy, the economic forces of gravity come into play at some point, and the pain ensures. Why do I think things are at the top?
Need to Escape, Flights to Nowhere!
We are struggling in the COVID world of working more hours, with more conference calls, little time to turn off and recharge. However, breaks are more critical as we need downtime from deadlines and stress, and to recharge.
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