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Brad Margol

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Meeting Preference: Email, In Person, Phone, Video

Languages: English

How I Can Help You

I thrive in a collaborative culture that is committed to its values and promotes professional and personal growth. I balance strategic vision and thought leadership with practical execution. I tend to rely on the economics of the deal pursuing a maximization of long-term value with an unparalleled global perspective. I have an MBA and an active CPA with strong global strategy, corporate finance, business process improvement, and corporate development skills, as well as a thorough knowledge of the credit card and payments industry. My background includes executive leadership positions with top-tier financial services and management consulting companies along with specific areas of expertise:

✔Corporate Strategy and Planning:
Grow more profitable businesses by utilizing a firm foundation in the methodologies that help companies articulate their unique strategy translated into a workable plan. Lead engagement teams and facilitate buy-in of strategic and financial solutions from top management.

✔Banking, Credit Cards, and Payments:
Direct cross-functional teams performing operational improvement and benchmarking studies, developing new financial products, and employing revenue enhancement and go-to-market strategies. Create Profit-Centers for the payments area for large software technology companies and retailers.

✔Finance and M&A:
Financially knowledgeable as an investment banker, active CPA, MBA, and former CFO. Hands-on experience in all phases of mergers and acquisitions lifecycle from sourcing and screening to deal evaluation, contract negotiation, and structuring, then pre/post-close due diligence and integration.

Areas of Expertise

  • Accounting & Finance
  • Bookkeeping
  • Budgeting
  • Business Plan
  • Business Structure
  • Financial Literacy
  • Strategy Development

Industry Experience

  • Accounting & Tax Services
  • Business Consulting & Coaching
  • Information Technology
  • Professional Services
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