Mark H Morelli

Sell Side/Merger/Acquisition advisory service, Extracting Maximum Value from your business; capital sourcing & debt placement; revenue/margin/cash flow improvement;

Role
Executive Director at Waypoint Private Capital
Location
Tulsa, OK, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Mark H Morelli

INVESTMENT BANKING SERVICES, MANAGEMENT CONSULTING & INTERIM CEO/COO/GENERAL MGR: 30+ years of diverse middle and executive management experience from Fortune 500 companies, small to middle market clients & small business ownership. Through all this I have seen the best of big business and small business overlaid with the need to perform because of the responsibility and liability I assumed with ownership. Merging the best of both big & small I see what isn\'t seen by owners deep into a business that prevents time to create and document processes and tools so a business can run without them. This gives a business owner transition options to keep or sell their business. Our team is effective at creating the plan and executing it so the owner will have a legacy business or monetize it at its optimal value.

Experience

  1. Executive Director

    Waypoint Private Capital

    Jan 2018 — Present · Tulsa, OK, US

    WAYPOINT PRIVATE CAPITAL (Director) • Assessed client business model, created management reporting tools that made revenue, cash flow and capital needs more predictable over a 9-12 month period. • Sourced funding for client that replaced a restrictive asset based lending source. This funding made cash available sooner, freeing up cash to pay vendors quicker and to accept more business that facilitated growth.

Education

  • Butler University

    Bachelor of Science - BS, Economics

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Mark H Morelli — Executive Director at Waypoint Private Capital in Tulsa, OK, US | Unifers