Mark A. Robinson Email & Phone Number

Open to strategic consulting engagements and executive roles.Recent Projects:-Engaged by a federal contractor (B2G) to evaluate the acquisition of a company that would expand their sales channels. (B2B and B2C)-Retained by an investment bank to provide a turnaround and restructuring proposal to their client while the firm marketed the outright sale of the business. (B2G and B2B)-Partnered with a middle-market company in evaluating a bolt-on acquisition that would add complementary services. (Metal Finishing)-Proposed the retooling of an overseas manufacturer to meet current market demands, which required thorough planning, and consideration of various regulatory, legal, and ethical issues. (Defense)

Cerritos, California, Us

During my tenure as CEO of Olympic, a 50+ year-old global Aerospace & Defense distributor and manufacturer, significant advancements were made across multiple fronts that resulted in high double-digit organic growth in Revenue and EBITDA. The company underwent extensive facility upgrades, bolstered its quality certifications to enable manufacturing and secondary processing (value-added services), established new sales departments to diversify its business offerings, streamlined operations by dismantling siloed departmental structures, introduced a cutting-edge ERP system, and migrated the majority of its IT infrastructure to secure, stable, and scalable cloud-based solutions. All of which laid a solid foundation for the sustained success of the organization.2023 Inc. 5000 honoree with 83% 3-year organic growth.Aerospace & Defense hardware, parts, chemicals, and raw materials (metals) exporter for military and civilian aircraft, rockets, spacecraft, weapons systems, and other defense platforms.Active in 113 countries.ITAR and ATF registered.ASA-100, AC-00-56B, ISO 9001:2015 and AS9100:2016

I had the privilege of partnering with special advisors Richard Houlihan, founder of Houlihan Lokey, and Dr. Donald Sanders, an internationally known clinical researcher and investor. Cultivating relationships with these esteemed advisors was integral to enhancing the firm's strategic positioning and industry reputation.As part of my responsibilities, I managed various activities related to the sourcing and analyses of private equity investments. Developing and maintaining a strong pipeline of potential investments was crucial, and I achieved this by nurturing relationships with investment bankers, business brokers, attorneys, and other industry participants. These efforts ensured that we had access to quality investment opportunities and allowed us to make informed decisions in line with our investment strategy.

London, Gb

Originally formed to manage a portfolio of domestic and international private equity direct investments in healthcare, the firm expanded to provide project based consulting services across a wide variety of industries covering topics such as corporate strategy, business development, capital structure optimization, turnaround/restructuring, operational improvement, valuation, and IT planning, implementation, and management. Client’s ranged in size from startup to middle-market (>$1B revenue) businesses.

Chicago, Illinois, Us

As the first Associate (later Senior Associate) at Cognitive Capital Partners, a private equity firm that specializes in small to middle market leveraged buyouts, I was responsible for sourcing, analyzing, and monitoring private equity investments. This included evaluating stand-alone acquisitions, strategic acquisitions, and management lift-outs.The position required the preparation of monthly and quarterly financial reports for limited partners, and included performing quarterly valuations. Further, I was responsible for the preparation of the quarterly Board of Director presentations.In addition, I partnered with senior executives of portfolio companies in preparing budgets and long-term forecasts, analyzing accounts receivables, and evaluating capital expenditures, among other operational items. These activities resulted in real-time business decisions, and set the framework for the Board of Director meetings.

Fort Loramie, Ohio, Us

During my time at InterOcean, I created policies and procedures that allowed the company, a startup Broker/Dealer and Registered Investment Advisor headed by my former Oppenheimer manager, to grow from inception to $800 Million in assets under management (AUM) and 35 employees.During this period of growth, I was chosen to trade model portfolios on behalf of Institutional Investment Managers (U.S. domestic equities, foreign equities, and ADR's) in order to build out our separately managed accounts program. In addition, I researched, monitored, and traded equity, option (collars, spreads, 3-ways, etc.), and fixed income positions for our brokers.These activities required me to act as a liaison between the firm and its Prime Brokers, Clearing Firms, and Custodians (Bear Stearns, JP Morgan, Fidelity and Schwab; among others) to reconcile trades, resolve trade discrepancies, and process the movement of cash and securities.Lastly, I directed the integration of IT operations, computer hardware, operating systems, communications, software applications, and data processing. This included purchasing and configuring desktops, laptops, routers, switches, servers, and mobile devices. Further, I provided desktop, hardware, software, and mobile support across the organization.In 2007, as a result of these activities, CDW recognized me as a thought-leader in the IT industry with an invitation to join their Advisory Board; a position I hold to this day. CDW is a publicly-traded (NASDAQ: CDW) provider of technology products and services for business, government and education.

Toronto, Ontario, Ca

After moving our five person team to RBC, I took an active role in business development and relationship management by preparing and delivering client presentations to high-net-worth individuals. These presentations required significant analytical work, and advanced knowledge of Bloomberg, Morningstar Advisor Workstation, Ibbotson, and InvestmentView; among other software applications.Given the team’s focus on fee based asset management, I spent much of my time researching and monitoring private equity funds, hedge funds, fund of funds, institutional investment managers, mutual funds, and ETF's.In addition, I researched, monitored, and traded equity, option, and fixed income positions for our transaction based clients. Accordingly, I was selected to trade, alongside the Senior Partner, $5 billion dollars of agency bonds on behalf of an institutional client over the course of my 4 years with the firm.Lastly, I marketed equity derivative solutions to our existing client base (prepaid variable forwards, collars, and equity-linked securities) in an effort to reduce single stock exposure and increase diversification.

New York, Ny, Us

During my tenure at Oppenheimer, I propelled the Chicago branch office to the number one producing syndicate office in the entire CIBC retail network (then CIBC Oppenheimer); a distinction held post-acquisition. In addition, I researched, monitored, and traded equity, option, and fixed income positions for a Fundamental Equity Portfolio Manager and a team of Account Executives, resulting in assets under management (AUM) to increase every year.Further, I partnered with the Corporate and Executive Services group to provide solutions to the firm’s investment banking clients, and was selected to trade, alongside the Senior Partner, $3 billion dollars of agency bonds on behalf of an institutional client over the course of my 4 years with the firm. Lastly, during this time, I executed over $45 Million of domestic and international private equity transactions for an ultra high net worth (UHNW) Venture Capitalist.

Mba, Finance Specialization

B.S., Marketing And Human Resources