Matium

I help materials companies grow by automating the tedious tasks and streamlining their communication with their Network via Matium.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Morgan Stanley

In 2022, I assisted Vic Roy with transitioning his Private Wealth business to Morgan Stanley. This business consisted of a multi-family office approach with an average client net worth of $50M+. We also continued our initiative in Exit Planing towards the SMB/MMB space by advising on multiple eight and nine figure exits. This clearly led to a deep focus on estate and legacy planning. 

Within my first few months at Morgan Stanley, I was invited to apply and ultimately accepted to be a member of the prestigious PWAA program that only accepts 10 members per cohort.

During the transition to Morgan Stanley, I was able to re establish as well as enhance many of the tax optimization strategies that I deployed at UBS.

Private Wealth Advisor 

Investment Consultant

I joined Managing Director Vic Roy in 2021 as a partner to lead the strategic planning practice within his private wealth business. Within the first year on the team, I implemented multiple strategic planning initiatives that helped to boost production by 25%+ during a bear market. These strategies helped our clients to optimize their tax efficiency as well as protect their downside.They included:

- Pairing direct index investing with opportunity zone funds
- Security backed lending arbitrage with structured yield investments 
- Pre sale planning around the SALT Tax workaround among other strategies 
- Private foundation creation and implementation

Financial Advisor 

During my time as a WPA, I worked with the top teams in the DC market to create and execute strategic planning engagements. The majority of my work was with founders planning around M&A or exit transactions. One of the teams that I worked with exclusively was The Capital ESOP Group, one of the leading advisors in the 1042 space.

While in the role, I worked on billions in collective exit value where strategic planning led to tens of millions in tax optimization.

Wealth Planning Associate 

Spire Holding LLC

- Co-led effort to launch Nashville office that focused on building the entertainment side of the portfolio.

- Identified opportunities to increase revenue intra company by connecting properties through partnership to boost ROI. 

- Developed, placed, and executed 5-hour ENERGY's national country music platform with anchor artist Dierks Bentley. This included nationally broadcasted television advertisements as well as a joint marketing campaign with 7/11 stores. 

- Created custom marketing platform for Sugarlands Distilling Co. around country music star Cole Swindell including a custom product line and royalty agreement. 

-Used artist/brand specific social analytic and demographic analyzation process to design and pitch partnership programs for artists such as Dierks Bentley, Cole Swindell, and Luke Combs among others. 

- Worked with clients and venues to create marque activation and hospitality experiences at concerts around the country to further enhance partnerships.

Music Division - Co-Director / Business Development 

-Enhance portfolio of sports and entertainment clients/properties through targeted marketing and social media

- Helped identify opportunities for revenue growth by expanding partnerships

- Assisted in pitch creation for prospective and current properties

Business Development Intern

South Carolina Gamecocks

- Assist with preparing of practice or games daily 
- Work closely with position coach with in-practice/in-game procedures
- Carried Steve Spurrier’s headset wire

Student Manager (Football)

- Assisted The Capitol Group with their institutional consulting practice including construction of product offerings 
 
- Gained knowledge of financial planning tools and techniques notably in the executive deferred compensation space.

- Worked closely with upper management to develop excel sheets and marketing tools that were used complex wide

Institutional Consulting Intern 

Georgetown Athletics

- Researched social media tactics specifically dealing with kids club and former athletes
- Developed plans for new approaches dealing with community outreach via social media

Marketing Intern

Naval Academy Athletic Association

- Assisted in creation of award winning “Rock, Paper, Scissors” promotion 
- Work daily with photoshop in creating promotional materials 
- Organize halftime and in game promotions
- Work in office to help create new promotions
- Worked hand and hand with the Baltimore Ravens to create a dual Social Media contest to promote both the Ravens as well as Navy Athletics

Marketing and Promotions Intern

In 2015, I carried Steve Spurrier’s headset at USC. 

In 2016, I was on the NASCAR circuit (not a driver).

In 2017, I toured with Dierks Bentley (not a musician).

Since 2018, I have advised entrepreneurs with a collective net worth in the billions of dollars on efficient optimization and exit strategies.

Now, I am helping to future proof the supply chain, build Industry 5.0 and give business owners a path to greater exits with Matium. 

I also founded BlueFin Strategies to continue to help founders and entrepreneurs optimize all aspects of their balance sheet. 

Remember: It’s not what you make, it’s what you keep

CFP® | CEPA® | FMVA®

What do these random letters mean? I took some tests that make me knowledgeable on Exit Planning, Estate Planning, and Valuations.

Mitch Best

All Styled Steel

Manufacturing and Fabricating Steel. Part of Acquisitions: Equity Growth Capital - Owned by FSE Research and Investments

Owner / MD

Bravada Group Pty Ltd

One of the largest waterproofing companies in Victoria - Phoenix Investment - Significant Equity Stake by FSE Research and Investments - Acting as the Chair currently - 3x growth trajectory

Board / Co-Owner

Eye Dream

Medical Research - Human Body Emulation = solving the human body equation - critical to the future of our civilization - reversing aging, bringing in precision medicine! Complex rule-based AI.

Researcher / Chief Generalist Founder

Director

FSE Research and Investments

FSE Research and Investments - Managing "Crazy" fun strategies to create Value - M&A, Turnarounds, Medical Research, Breakthroughs - Being Assymetrical - integrating traditional methods with R&D as a driver to create industrial plays in Australia

Founder and MD

Services Business
Merged into Eye Dream and Finsoeasy - We don't do services now - we are a Product Manufactuers, Installers and Researchers now

Founder - Vast Dream Group (Previous Name)

Gradian Group

Capital Structure, R&D and Ops assistance

Investment Banking Principal + (Interim-CFO)

Focused on technology and innovation with consolidation, strategic unification and a rapid growth trajectory when I left sitting at $30-> $50m pipeline. 3-5x growth consolidation. Mainly M&A and structuring.

Chief Financial Officer and Investor Relationships

R&D Software - Help with Finance - General Non-Exec

Contracted Problem Solver - On/Off

Safe Interact

[Sold]
TGA: https://search.tga.gov.au/s/search.html?collection=tga-artg&profile=record&meta_i=387390
Rapid Test Kits - Medical Devices  - FSE REsearch and Investments venture

- Regulatory and Trading

Founder (Exited)

Koraki Group

FMCG Export / IMport: FSE Research and Investments venture

Sterling Payment Services

Interim - built SWIFT system - built transactional interface for customer - generalist role

CTO (Contract)

I am driven by challenges spanning Construction and Medical Research with a focus on efficiency and technology, my personal interest is in Machines, Software, and Physics driven R&D. Where all my companies focus on value-driven R&D as their primary investment. I focus on People, and building a sustainable industry presence by excellence in delivery.

My experience spans turnarounds, fast scaling, and spearheading research. Along the way, I’ve helped businesses recover, grow, and thrive, learning as much from the tough times as the successes.

I’m particularly passionate about bridging traditional industries with innovation. In manufacturing, it’s about improving processes and creating opportunities for growth. In medical research, it’s about using data-driven approaches to address some of the most complex challenges in diagnostics, drug discovery and precision medicine.

Ultimately, my work is about creating systems that endure, delivering results that matter, and staying open to new ideas. I’m still learning every day, and I’m excited to see what’s next.

taplio

The Battle

Mitch Best

Abhishek Sehgal

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