Mr. Marcus is a Managing Director with Secretariat and is based in Boston. He has over 35 years of experience in advising clients in commercial disputes or litigation, corporate finance, mergers and acquisitions, security and business valuation, solvency analysis, investment decision making, performing independent fundamental research and due diligence, strategic planning and financial analysis, raising and providing capital, and originating, structuring, and negotiating complex financial transactions.

Mr. Marcus has analyzed hundreds of businesses, for purposes of evaluating valuation, solvency, lending, investment, advising on financial strategy, merger and acquisition analysis, financial restructuring, dispute resolution, and others. As a dispute consultant, he has been called upon to value businesses and securities, determine damages resulting from a variety of fraud allegations, develop an understanding of complex financial transactions and the practical economic results of those transactions, determine lost profits, and numerous other topics. He has also led large investigation teams working for clients such as the Lehman Brothers Bankruptcy Examiner and the Trustee for the Liquidation of Bernie L. Madoff Investment Securities, LLC. He has been qualified as an expert to testify in Federal Court, State Court including the Delaware Chancery Court, FINRA Arbitrations and AAA Arbitrations.

Mr. Marcus has been involved with companies in several industries including but not limited to technology (hardware and software), biotechnology, manufacturing, distribution, financial services, professional services, utilities and energy, telecommunications, and textiles.

Mr. Marcus holds an MBA from the University of Chicago Booth School of Business with a specialization in finance and a concentration in accounting, and a BS from Tufts University. He also holds the Chartered Financial Analyst designation granted by the CFA Institute and the Certified Fraud Examiner designation granted by the Association of Certified Fraud Examiners.

Who’s Who Legal recognizes Mr. Marcus as a Global Leader Experts – Financial Advisory and Valuation – Quantum of Damages 2021

According to Who’s Who Legal, Mr. Marcus is “very knowledgeable in financial economics and damages”, and earns further praise for being “incredibly responsive, critically thinking and extremely thoughtful”.

Education

• MBA, University of Chicago Booth School of Business
• BS, Tufts University

Professional Associations

• Association of Certified Fraud Examiners (ACFE), Member
• Chartered Financial Analyst Institute, Member
• The Boston Security Analysts Society, Member