Mark Schulz Email & Phone Number

Orange County, California Area

• Provides fractional, interim or project based CFO support to owners of and investors in middle-market companies.Particular expertise in: (1) Real estate, technology, service, and environmental companies; (2) Business.
• Consulted with executive management on the development of a Job Description for the role of VP Finance and IS. Participated on the first and second round interview team
• Developed the Requirements Document in support of the ERP and CRM Implementation for a national middle-market manufacturer. Participated as an ongoing advisor to the Implementation Team
• Updated and enhanced the short-form pro-forma modeling for project acquisition purposes for a multi-family real estate investment fund manager. Developed a long-form acquisition model and a fund level forecasting model.
• Fractional CFO assignment for an asset management and investment firm with an initial $100,000,000 fund focused on strategic and financial opportunities in the retail industry
• Fractional CFO assignment for an urban infill developer of mixed-use, mixed-income projects

• Owner operator of 23 assisted living and memory care communities in California and Washington. Managed Finance, Accounting and Tax, Risk Management, Legal, IT, Corporate Administration, Institutional Investor, Lender.
• Led the transaction support team with document preparation and review, forecasting, modeling and due-diligence/data room management in connection with $1.3 Billion of asset sales
• Developed and maintained multi-asset institutional waterfall
• Developed and maintained project acquisition pro-forma models
• Created and staffed an FP&A department
• Led the development of a financial and operational data warehouse and BI system

• Land entitlement and development company with active projects in California, Nevada and Arizona. Responsible for land acquisition, pro-forma modeling, Joint Venture structuring, Institutional Investor and Lender.
• Institutionally financed 12 projects with $153 million in equity and placed $16.5 million in land loans
• Achieved total debt and equity commitments of $254 million from multiple institutional investors
• Designed and documented three programmatic joint ventures with $135 million in forward commitments
• Managed the production and negotiation of property and financing transactional documents
• Incorporated standardized production of investor materials and electronic data room

• National Internet professional services firm focused on developing unique interactive solutions primarily for the large corporate marketplace. Served as Corporate Secretary and Treasurer, and as a Director. Responsible.
• Co-managed growth from less than $1 million to over $42 million annually (in 4 years)
• Built a Corporate Development department and completed 6 acquisitions - included strategy, target identification, valuation, negotiation, due diligence and transaction documentation
• Raised over $44 million in 6 separate financing events - included preparation of business plans, creation of financial models, presentations, negotiation and documentation
• Completed S1 for Initial Public Offering filing (although not filed due to market conditions), completed parent and subsidiary audits for current and prior years, managed underwriter process and handled analyst.
• Negotiated a $20 million contract with a Fortune 50 customer that included a $10 million equity investment