Matium

I help materials companies grow by automating the tedious tasks and streamlining their communication with their Network via Matium.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Morgan Stanley

In 2022, I assisted Vic Roy with transitioning his Private Wealth business to Morgan Stanley. This business consisted of a multi-family office approach with an average client net worth of $50M+. We also continued our initiative in Exit Planing towards the SMB/MMB space by advising on multiple eight and nine figure exits. This clearly led to a deep focus on estate and legacy planning. 

Within my first few months at Morgan Stanley, I was invited to apply and ultimately accepted to be a member of the prestigious PWAA program that only accepts 10 members per cohort.

During the transition to Morgan Stanley, I was able to re establish as well as enhance many of the tax optimization strategies that I deployed at UBS.

Private Wealth Advisor 

Investment Consultant

I joined Managing Director Vic Roy in 2021 as a partner to lead the strategic planning practice within his private wealth business. Within the first year on the team, I implemented multiple strategic planning initiatives that helped to boost production by 25%+ during a bear market. These strategies helped our clients to optimize their tax efficiency as well as protect their downside.They included:

- Pairing direct index investing with opportunity zone funds
- Security backed lending arbitrage with structured yield investments 
- Pre sale planning around the SALT Tax workaround among other strategies 
- Private foundation creation and implementation

Financial Advisor 

During my time as a WPA, I worked with the top teams in the DC market to create and execute strategic planning engagements. The majority of my work was with founders planning around M&A or exit transactions. One of the teams that I worked with exclusively was The Capital ESOP Group, one of the leading advisors in the 1042 space.

While in the role, I worked on billions in collective exit value where strategic planning led to tens of millions in tax optimization.

Wealth Planning Associate 

Spire Holding LLC

- Co-led effort to launch Nashville office that focused on building the entertainment side of the portfolio.

- Identified opportunities to increase revenue intra company by connecting properties through partnership to boost ROI. 

- Developed, placed, and executed 5-hour ENERGY's national country music platform with anchor artist Dierks Bentley. This included nationally broadcasted television advertisements as well as a joint marketing campaign with 7/11 stores. 

- Created custom marketing platform for Sugarlands Distilling Co. around country music star Cole Swindell including a custom product line and royalty agreement. 

-Used artist/brand specific social analytic and demographic analyzation process to design and pitch partnership programs for artists such as Dierks Bentley, Cole Swindell, and Luke Combs among others. 

- Worked with clients and venues to create marque activation and hospitality experiences at concerts around the country to further enhance partnerships.

Music Division - Co-Director / Business Development 

-Enhance portfolio of sports and entertainment clients/properties through targeted marketing and social media

- Helped identify opportunities for revenue growth by expanding partnerships

- Assisted in pitch creation for prospective and current properties

Business Development Intern

South Carolina Gamecocks

- Assist with preparing of practice or games daily 
- Work closely with position coach with in-practice/in-game procedures
- Carried Steve Spurrier’s headset wire

Student Manager (Football)

- Assisted The Capitol Group with their institutional consulting practice including construction of product offerings 
 
- Gained knowledge of financial planning tools and techniques notably in the executive deferred compensation space.

- Worked closely with upper management to develop excel sheets and marketing tools that were used complex wide

Institutional Consulting Intern 

Georgetown Athletics

- Researched social media tactics specifically dealing with kids club and former athletes
- Developed plans for new approaches dealing with community outreach via social media

Marketing Intern

Naval Academy Athletic Association

- Assisted in creation of award winning “Rock, Paper, Scissors” promotion 
- Work daily with photoshop in creating promotional materials 
- Organize halftime and in game promotions
- Work in office to help create new promotions
- Worked hand and hand with the Baltimore Ravens to create a dual Social Media contest to promote both the Ravens as well as Navy Athletics

Marketing and Promotions Intern

In 2015, I carried Steve Spurrier’s headset at USC. 

In 2016, I was on the NASCAR circuit (not a driver).

In 2017, I toured with Dierks Bentley (not a musician).

Since 2018, I have advised entrepreneurs with a collective net worth in the billions of dollars on efficient optimization and exit strategies.

Now, I am helping to future proof the supply chain, build Industry 5.0 and give business owners a path to greater exits with Matium. 

I also founded BlueFin Strategies to continue to help founders and entrepreneurs optimize all aspects of their balance sheet. 

Remember: It’s not what you make, it’s what you keep

CFP® | CEPA® | FMVA®

What do these random letters mean? I took some tests that make me knowledgeable on Exit Planning, Estate Planning, and Valuations.

Mitch Best

Capital Formation & Private Capital Markets

With a track record of success through Managing Director level at JP Morgan, HSBC, and Scenic, Mark has extensive experience helping both issuers to raise capital and investors to access deal situations and to optimize financing solutions in direct deals, primarily in the private capital markets. Having lived and worked in the US, Asia, Europe, the Middle East, and South America, he has deep relationships with PE, VC, Sovereign Wealth Funds, and 50+ family offices.

Capital Formation and Capital Raise Specialist for PE, VC, and Family Enterprises

Scenic Advisement

Scenic is a leading provider of private market liquidity services for late-stage venture-backed companies. In addition to our investment bank, we have a fund that is dedicated to investing in leading, late-stage private companies with a focus on secondaries. The fund portfolio comprises a cross section of the leaders in the US private company ecosystem in a diversified portfolio, and we have a robust co-invest offering available to our LPs.

Founding Partner, Managing Director, Investment Committee Member, Head of IR

JPMorgan Chase & Co.

Recruited by JP Morgan to build a new business area for the International Private Bank based in the US. Provided JP Morgan Private Bank (PB) clients access to direct deal situations, advice, and capital, acting as the bridge between the PB and the Investment Bank (IB). Connected family offices, business owners and entrepreneurs, real asset developers, and financial sponsors for direct deal situations. Advised clients on financing and liquidity solutions for public and private security positions and portfolios, partnering with PB, IB, and capital markets specialists.
•	Built a pipeline of IB and PB business by partnering with PB bankers and IB partners in an accelerated business development program across North America, South America and Europe.
•	Partnered with investment banking industry captains, capital markets specialists, and local bankers to capture cross-line-of-business and cross-border opportunities, focusing on direct deal situations.

Managing Director

HSBC

Recruited to join a highly selective executive program of c. 300 Executives to work for HSBC’s holding company that are seconded to various businesses and geographic locations within the Group and developed in preparation for taking on senior executive roles globally. Within the International Manager program, specific roles are summarized below.

International Manager

Developed HSBC’s most valued ultra high net worth business owner, investor and entrepreneur relationships, partnering with Private Banking and Corporate and Investment Banking relationship managers delivering services sourced from the Private Banking, Investment Banking, and Corporate Banking product suites at HSBC, with a focus on originating event transaction business.

Regional Head, Global Solutions Group

Originated, conducted due diligence and executed private equity investment transactions, including exits of portfolio companies, on the buy-side for HSBC’s in-house private equity portfolio. Portfolio management responsibilities included Board Memberships and Observerships as well as developing co-investment opportunities for strategic Group relationships.

Director Principal Investments (Private Equity) - Latin America

Originated, analyzed, and executed private equity transactions on the buy-side for HSBC’s in-house private equity portfolio. Built a portfolio of seven investments totaling USD 445 MM with a focus on clean-tech opportunities.

Associate Director Principal Investments (Private Equity)

Selected by the CEO to create a new group to focus on developing relationships with senior members of the royal family and government ministers to develop business across Investment, Private and Corporate banking products on a global basis.

Head of Strategic Business Development, Qatar

Managed a staff of 14. Drove the performance of the branch from one of the lowest performers to becoming the top-performing branch in the network. Developed and coached a higher performance/customer centric team.

Branch Manager

Managed a portfolio of business relationships at HSBC's Muswell Hill branch

Commercial Banking Relationship Manager

FIP Camil

Board Member

Amonix

FIP Colombo

Bloom Energy

Board Observer

Mark is a Global Finance Executive and Board Director with experience in raising debt and equity capital for privately held businesses, including Private Equity (PE) and Venture Capital (VC) backed businesses and family enterprises. On the buy-side, he has led over USD 500 MM in equity investments and has helped portfolio companies to attract further co-investor capital and to develop business globally. On the sell-side, has originated billions of dollars of new business for HSBC and JP Morgan, focusing on Investment Banking and Private Banking opportunities. 

GLOBAL FINANCE EXECUTIVE | CAPITAL FORMATION | CAPITAL RAISE SPECIALIST

Mark has extensive experience helping both issuers and investors to access deal situations and to optimize financing solutions in direct deals, primarily in the private capital markets. Having lived and worked in the US, Asia, Europe, the Middle East, and South America, he has deep relationships with PE, VC, Sovereign Wealth Funds, and 50+ family offices.

ACCREDITED OUTSIDE DIRECTOR | INDEPENDENT DIRECTOR | NON-EXECUTIVE DIRECTOR

Mark has served on boards as Inside Director for VC and PE backed portfolio companies. This experience makes him an attractive Outside Director, whereby he brings his experience through the Managing Director level at HSBC and JP Morgan to smaller cap environments. He specializes in helping growing businesses, most commonly PE- and VC-backed businesses and family enterprises, to raise debt and equity capital and in international business development. He is a member of the The National Association of Corporate Directors (NACD).

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Mitch Best

Mark K Norbury

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