Marcus

Large focus on Technology, Renewable Energy and Industrial/Manufacturing, Capital Raising, Structured & Alternative Debt, and Mergers and Acquisitions (M&A).

We are helping companies develop visual products, videos, and corporate videos, establishing their presence in the United States.

Chatsworth is a collection of 30 Managing Directors with backgrounds at Goldman Sachs, UBS, Morgan Stanley, Bank of America, Merrill Lynch, etc. Many MDs are graduates of Harvard Business School, HEC Paris, Yale University, Princeton, etc.

• Lead cross-border technology projects in the US and Europe, focusing on M&A, strategic advisory, and digital transformation with an emphasis on emerging technologies such as AI, machine learning, and automation.
• Specialize in the Technology sector, having converted up to $200 million USD in opportunities since 2019, including AI-driven solutions and digital transformation initiatives.
• OpenAI to produced multimedia content including videos, images, charts, and graphs for various platforms to drive engagement.
• Authored and published newspaper articles on industry topics, enhancing brand visibility and thought leadership.
• Notable projects include financing and advisory for AI-enhanced fintech solutions and tech-driven growth strategies.
• Key clients include Shift4, American Express, Mastercard, DreamJet SAS, Touch Bistro, Zucchetti Group, Lava International, and other technology and AI-focused enterprises.

• Led business development across the Americas, generating over $35 million USD in new sales by engaging enterprise clients at the C-suite level.
• Conducted in-depth customer journey analysis using statistical insights, defining key KPIs such as engagement, conversion rates, and revenue per visit to optimize client outcomes.
• Enhanced UX using ContentSquare’s UX analytics tools, Adobe/Google Analytics, and SQL to drive data-driven improvements.
• Collaborated closely with digital marketing and IT teams to collect and analyze data, even within high-security environments like banking institutions.
• Managed cross-functional relationships between Strategy, Account, Creative, UX, and Technology teams, as well as partner agencies, to ensure seamless project execution.
• Supervised and mentored a team of 6 SDRs, fostering growth through educational initiatives and performance reviews, contributing to their career development.
• Key clients included Goldman Sachs (Marcus.com), UBS (SmartWealth), BNP USA, Morgan Stanley, and Bank of America Merchant Services.

● Energy & Technology private equity firm focused in the energy sector. The company structured 3 funds and I was hired to manage fund structure operations, capital raising, deal structuring and quantitative valuation.
● Implemented the technology stack to process deal flow, data rooms, email security, website, and client login implementation.
● Hired 4 staff members to support my work and hired our US Legal & US support staff: placement agencies, PR & media, etc.
● We raised over $ 500 million USD from Brazilian and United States limited partners, including family offices, institutions, etc.

● Corporate banking clients including: Hypermarcas, Tishman-Speyer, Vivendi, Renault, etc. exceedingly more than $1 billion USD in established credit lines (R$1.88BN, from 2009 to 2011). This generated up upwards of R$200MM revenue in over 3 years.
● Private Equity Structured deal examples:
o BV/Och Ziff RE fund($308MM)
o Renewable Energy Fund ($768MM)
o Feeder Fund: T&D Life ($200MM), etc.
● Increased the bank’s international lending exposure from 25% to 40% of the balance sheet, generating new revenue.
● The international raised over $ 2 billion in new capital, representing ~20% of the bank’s total new capital in 5 years; assets under management had R$42.9-Billion AUM Dec ’11 (USD 20-Billion+).
● Successful Strategic Partnerships: Och Ziff, Starwood Capital, Macquarie Bank, Sumitomo Bank, Tishman Speyer and others.
● Constructed financial models for cash flow analysis, DCM, analytical data sets, and M&A.
● Established the Broker-Dealer in the USA with FINRA + the SEC and FSA registration in the UK.