Lexington Risk Management Fractional CFO & Capital Project Advisory

About

Marc Pozner

Fractional CFO & Capital Project Advisor

My philosophy is to grow with my clients, not because of them.

Marc Pozner brings more than 45 years of financial leadership across technology, manufacturing and innovation-driven industries. A former CPA, he has served as a senior financial officer and advisor specializing in financial modeling, strategic planning, capital management and complex financing.

Financial leadership

Marc has held responsibility for financial reporting, modeling and budgeting, strategic planning, internal controls, cash management, pricing and business analysis, often in demanding, high-pressure situations. He has co-founded and guided several ventures, leading their financial operations, fundraising and the scale-up of capital projects. As a project-based consultant to closely held companies and to divisions and subsidiaries of national firms, he arranges short-, medium- and long-term asset-based financing, structured debt, revolving credit facilities and private equity, and supports general business development.

Capital project management

For the industrial and green-tech sectors, Marc manages the procurement and negotiation of manufacturing and electronic-waste (e-waste) processing systems. He guides clients through the RFI/RFP process so that technical infrastructure investments are negotiated well and fit long-term fiscal strategy.

Technology and IP experience

Marc has worked hands-on with technology, IP-driven and product-development companies, with direct exposure to patent strategy, R&D workflows, data systems, chemical and materials technologies, and early-stage commercialization.

That breadth lets him work directly with small and mid-sized clients across every area of their business.

Selected experience

Software & data

  • OCR automation and product development
  • SaaS cognitive analytics
  • Early machine learning and eDiscovery
  • Algorithmic post-production systems
  • Intonation and emotion-analysis IP
  • Visual search engine technology

Materials & chemistry

  • Advanced composite materials
  • Biodegradable cleaning chemistry

Consumer & life science

  • Aromatherapy and biochemical product concepts
  • Nutraceutical formulation and patented products

Energy & environment

  • BP Deepwater Horizon project
  • Materials recovery R&D and patent development
  • E-waste processing systems

How I work

I consider my clients my most valuable asset. I bring specialized knowledge, technical skills and sound, creative ideas, all aimed at making a measurable difference to the bottom line.

I can structure solutions to financial, legal, environmental and other difficult problems so that a transaction can close successfully. I work alongside law firms specializing in securities, tax and industrial revenue bond financing, partners at national CPA firms, and brokerage firms and investment banks.

I always respect and protect the confidentiality of a client's ideas, plans and strategies as a transaction unfolds.

My clients get results, not a learning curve. Marc Pozner

Start with a conversation

Finance & CFO questionsmpozner [at] lexrisk.com
Capital project questionsprojects [at] lexrisk.com
Phone201-788-6656