Mark Herman Email and Phone Number
I am a forward looking entrepreneurial financial and operational executive. I create value for VC and PE-backed SaaS companies by identifying, formulating and driving organic and inorganic growth strategies that generate revenue and EBITDA growth while maximizing investor returns. By partnering with the CEO, I help create and drive overall strategic planning and short and long-term business planning. Over the course of my career, I have raised over $1B in debt, equity and IPO fundraising, been part of a $1.5B debt offering, spearheaded multiple Mergers and Acquistions (M&A) and several IPO’s, and led the activities to be acquired twice by pubic companies. As an integral member of the leadership team, I lead capital raising (equity, debt and IPO), debt refinancing and negotiations with investors and banks. My goal is to institute the processes and procedures to create a decision-focused culture that drives accelerated growth.
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Managing Partner - Chief Financial OfficerCfo Services 4UBoynton Beach, Fl, Us -
Chief Financial OfficerFirstenroll Dec 2023 - PresentHolmdel, New Jersey, Us -
Managing Partner - Chief Financial OfficerCfo Services 4U Feb 2018 - PresentI partnered with senior leadership and Board members to identify organic and inorganic growth strategies, secure and restructure financing and institute operational and financial controls. We are an executive professional services firm that provides fractional CFO services for early, mid and late stage companies. Services ranges from an outsourced CFO, financial planning (budgeting and forecasting), mergers and acquisitions (M&A) and debt and equity financing. Most recently worked on several M&A transactions, successfully completed a Series A financing and secured $45 million in debt financing. -
Chief Financial OfficerViventium May 2021 - Dec 2023Berkeley Heights, New Jersey, UsViventium Software, a payroll and Human Capital Management services company owned by LLR Partners ABS Capital Partners focuses on the SMB health services market. The company has an excellent technology platform and a reputation for outstanding customer service. -
Advisory Board MemberAvertra Corp Apr 2018 - 2023Herndon, Virginia, UsGlobal provider of integration services, product development and SaaS based software products to the energy and utilities industry. MiUtility, Avertra's core product, is a leading digital platform for the industry and we are a certified partner to the largest names in the space. -
Advisory Board MemberStationmd Feb 2018 - 2023Maplewood, New Jersey, UsSaaS Based Provider of Medical Services via Telemedicine. Our telemedicine solution at StationMD delivers superior care to the most vulnerable populations while also reducing unnecessary hospital use. Our secure video-conferencing system, augmented by sophisticated diagnostic tools, is combined with clinical expertise to evaluate and treat patients in their home environment—whether that is a nursing facility, group home or any residential setting. Helped raise the Series A and still active as an Advisor to the business. -
Chief Operating Offer And Chief Financial Officer, Treasurer And SecretarySuuchi, Inc. Nov 2019 - May 2021Paramus, New Jersey, UsOriginally hired as the CFO, I was quickly promoted to COO/CFO to help the company refocus from a hybrid manufacturing model to a pure SaaS-based company. Suuchi Inc, we believe in the power of technology to digitize, transform, and scale antiquated supply chain processes. Our next-gen, cloud-based supply chain management platform, the Suuchi GRID, provides a simple and intuitive B2C like interface with an enterprise-level of B2B functionality configurable to any supply chain. -
CfoFoliodynamix Oct 2011 - Feb 2018N/A , California , UsI led the finance, accounting, treasury, HR, legal and mergers and acquisitions for a leading wealth management technology firm. Partnering closely with the CEO, I instituted operational controls to manage domestic and international finances and operations, I effectively managed expense and talent acquisition to drive profitability. During my career with Folio, I managed the company’s restructuring, renegotiated and restructured the bank debt, raising $4.5M in venture-backed capital, led due diligence activities, negotiated deals for 3 acquisitions and managed the acquisition of Folio by two public companies. -
CfoRingleader Digital Jul 2008 - Oct 2011
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CfoMformation Technologies Jun 2005 - Feb 2008Woodbridge, Nj, Us -
CfoIpp Of America Sep 2004 - Jun 2005UsLeading in person bill payment company -
CfoBusiness Layers Jan 2002 - Jan 2004
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CfoCpa2Biz Feb 2001 - Jan 2002
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CfoCaminus Corporation Feb 1999 - Feb 2001
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Vp Corporate ControllerAtari Nov 1994 - Feb 1999New York, UsLeading public multinational, developer, publisher, merchandiser, manufacturer and distributor of computer software on various platforms.
Mark Herman Education Details
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Questrom School Of Business, Boston UniversityAccounting / Finance -
Seton Hall University
Frequently Asked Questions about Mark Herman
What company does Mark Herman work for?
Mark Herman works for Cfo Services 4u
What is Mark Herman's role at the current company?
Mark Herman's current role is Managing Partner - Chief Financial Officer.
What schools did Mark Herman attend?
Mark Herman attended Questrom School Of Business, Boston University, Seton Hall University.
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