Michael Weinstein is a New York-based partner in TechCXO’s Finance practice. He serves as a CFO, investor, and capital raiser for public companies, start-ups/early-stage companies, and PE-owned companies within the renewable energy, insurance, manufacturing, fast food franchising, and equipment leasing industries. He brings a strategic perspective on finance and capital to the executive suite and Boards he advises.
Michael increases the shareholder value of his clients through successful financial planning and reporting, results analysis, and capital management, as well as:
- Advising on M&A transactions
- Due diligence
- Valuing the business
- Capital planning, management, debt and equity financing
- Strategic planning
- Financial planning and analysis
- Performance management and reporting
- Insurance programs.
Michael began his career in corporate planning with Inland Steel, where he ran the capital budgeting process for the Board and served as a member of strategic task forces reporting to the Board. As a senior consultant with Arthur D. Little, he focused on strategic planning, company valuation, and business process improvement programs primarily in natural resources and metal and mining companies globally.
As a Senior Vice President with Putnam Investment Management in Boston he oversaw investments in natural resources, extractive industries, insurance, and global diversified financial services firms, was Co-Chair of the Investment Strategy Team, and led a task force to improve internal communications and knowledge sharing among investment professionals.
He joined a broker-dealer subsidiary of Swiss Re where he built a bespoke investment research business de novo and led global product marketing.
As a Managing Director, and Head of U.S. Research for Credit Agricole, he rebuilt the research department, produced a significant increase in productivity and marketing, and managed several of the firm’s external client relationships.
Mike has served as CFO for a publicly traded solar system developer, a privately held trucking company where he redesigned their financial systems and insurance as part of a turnaround, an innovative insurance start-up, and a renewable energy company where he is focused on raising the capital to bring breakthrough technology to market.
He has a BS in economics and an MBA in finance and marketing, both from Washington University in St. Louis.