About

Deep transaction experience, backed by real operating judgment.

An advisory firm serving privately held, middle-market companies through transactions, growth, and transition.

Our story

Perspective from having sat on both sides of the table.

Chief Perspective was founded on a straightforward premise: the most useful financial advice comes from having done the work rather than only observing it. Our experience spans both sides of a transaction — advising acquirers and sellers across more than a hundred M&A transactions — and the operating side, serving as CFO for several growing companies in healthcare, manufacturing, business services, and alternative energy. That combination shapes how we work: practical, decision-ready deliverables, candid advice, and engagements scoped to what the business actually requires.

100+M&A transactions advised

$1B+in combined transaction value

20+ yrsadvisory & operating experience

100%partner-led engagements

Leadership

Mark Haddad

Buy-side & sell-sideFormer CFO, high-growth companies

Mark is a Partner at Chief Perspective, specializing in Transaction Advisory and CFO Services. He has over 20 years of experience working as an advisor within the buy-side and sell-side investment banking, private equity, venture capital, and valuation advisory space, and as a CFO for several high-growth, middle-market companies.

His background advising on high-stakes mergers and acquisitions, structuring complex financial transactions, and driving value creation within portfolio companies allows him to advise clients with a working sense of how deals actually unfold — and where they fall apart.

Industries

Healthcare, Manufacturing, Business Services, Alternative Energy

Education

BBA — University of Michigan

Connect on LinkedIn →

Client perspective

What our clients say.

We thought we knew our numbers. Their quality-of-earnings work surfaced two adjustments that made our EBITDA genuinely defensible — and when the buyer’s team pushed, everything held. We closed without a retrade.

Owner, healthcare-services companySell-side QoE engagement

Mark came in as our fractional CFO six months before the round and rebuilt our model, our reporting, and our data room. Diligence turned out to be the smoothest part of the raise. He operates like a partner, not a vendor.

Founder & CEO, SaaS companyFractional CFO engagement

The valuation and diligence work gave us the confidence to move on the acquisition — and the leverage to negotiate a fairer price. Clear, fast, and genuinely independent.

Managing Partner, private investment firmBuy-side advisory engagement

Let’s talk about what’s next.

No obligation — just a conversation. You’ll hear back from us directly, usually within one business day.