Mark A. Smith, CFAMark Smith is the founding partner of Vantage Point Advisory, Inc. and is based in Atlanta, GA.  Since the Company’s founding in March 2009, Mr. Smith has provided advisory services to a variety of companies, lenders and other advisory groups with a specific focus on small and middle-market firms.  Mr. Smith is widely known for quickly assessing the critical aspects of each engagement and subsequently working with the key constituents to develop and execute strategies to address the specific situation.  These matters have involved operational and financial restructuring, bankruptcy advisory and capital sourcing in addition to extensive financial modeling, cash flow and collateral projections, due diligence, wind-down analysis and oversight as well as complex negotiations often involving multiple entities.

One of Mr. Smith’s notable engagements was on behalf of a leading stone distributor, where he served as a financial advisor for over a two year period.  During the course of the engagement, he assisted in the negotiation and execution of five forbearance agreements with the Company’s secured lender, multiple lease amendments, as well as ongoing cash flow / collateral projections along with the orderly disposition of select assets located in South Africa and Namibia, Africa.  These efforts led to a universal agreement with the secured lender that allowed for relief from the guarantor’s personal guarantees and the subsequent establishment of a "newco" that commenced formal operations as a debt-free entity.

Prior to founding VPA, Mr. Smith served as a Vice President in GE Capital’s Commercial Lending group.  While at GE, he was a key member of an originations team responsible for sourcing leverage loan products.  Mr. Smith also served as an Associate in the Corporate and Investment Banking division of Wachovia Securities with primary responsibility for underwriting and managing large corporate cash flow and previously middle market asset-based loans.  Mr. Smith began his career as an Analyst in the Fixed Income division of Lehman Brothers.

Mr. Smith earned his Masters of Business Administration with concentrations in finance and strategy from the Owen School at Vanderbilt University in 2004 and his bachelor’s degree in finance from the University of Alabama in 2000.  Mr. Smith is also a CFA Charterholder as well as a member of the Turnaround Management Association.

Mr. Smith serves on the Board of Directors for the Down Syndrome Association of Atlanta.  Founded in 1979, the DSAA is a 501(c)(3) Georgia non-profit organization focused on enhancing the lives of individuals with Down syndrome and their families through support, education, advocacy and awareness.  Additional information about the DSAA may be found at the following website:  www.dsaatl.org

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