About us / People / Mark Whitaker

Mark Whitaker

Principal

Expertise
Finance & Accounting

Industry Teams
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Role

Location
New York

Capabilities
Financial Strategy, Investor & Transaction Services

Services
Cash Management, Debt and Equity Financing, Workouts, Turnarounds and Distress

 

Mark is a hands-on, execution-driven CFO who helps mid-market and founder-led businesses scale through private equity partnerships, multi-site expansion, M&A, turnarounds, and capital raises totaling more than $500 million, including a NASDAQ listing. He has worked with companies across the US, UK, and Australia.

After selling his own business to private equity in 2023, Mark gained firsthand experience navigating the realities of ownership. Having built, grown, and exited a business himself, he brings the perspective of an operator who has invested his own capital and understands the decisions business owners face every day.

Throughout his career, Mark has bought, sold, restructured, and transformed companies across a wide range of industries. He works closely with founders, investors, and leadership teams to simplify complex challenges, improve performance, and create long-term value through practical, results-oriented execution.

More recently, Mark developed a company-wide framework for navigating AI, helping executive teams move from uncertainty to a clear, actionable strategy. He combines the financial discipline of a CFO with the practical instincts of a business operator, enabling organizations to make better decisions and execute with confidence.