MS

Mitchell Slodowitz

Private Equity CFO - 25 Years of Versatile Experience as a CFO

Glen Rock, New Jersey

Invests in

Stages:

Sectors:

Locations:

  • Min Investment:

    $10,000,000.00
  • Max Investment:

    $50,000,000.00
  • Target Investment:

    $25,000,000.00

Work Experience

  • CFO and Managing Director - Growth Equity Firm

    2013 - 2023

    Mitchell Slodowitz is the Chief Financial Officer and a Managing Director at Carrick Capital Partners. He is directly involved with finance, administration, investor reporting, and assisting portfolio company CFOs. Additionally, Mitch is responsible for investment due diligence, deal structuring, and providing advice during the term of the investing period including working with its portfolio companies on many matters including financings. An experienced CFO with a sophisticated understanding of a wide range of financial issues, Mitch enjoys working closely with company CFOs in optimizing tax programs; structuring financing, lending and debt instruments; and securing training and state tax grants.

1993 - 2019

  • Self Employed - High Net Worth Boutique Tax Practice

    1993 - 2019

    Started High Net Worth Tax Practice post Deloitte serving many investment professionals and selected funds. Tax Planning and Preparation for High Net Worth Individuals, Partnerships and Corporations

2000 - 2012

  • CFO and Partner - Growth and Venture Equity Firm

    2000 - 2012

    Accretive employed a systematic approach to analyzing markets and uncovering large opportunities for value creation. Through this process, Accretive would determine if it can create a meaningfully higher value solution for the market and aggressively back a team of talented, experienced executives that they hand-pick to build the company from the ground-up. Started as CFO during the initial fund formation stages. Experience included many of the above responsibilities at Carrick and also acting as a part-time CFO for several startups pre anchor client/CFO hire that also included two companies that subsequently went public and reached in excess of $1B in value. Some of the initial responsibilities included investment documents, setting up compensation structures/option plans, payroll & benefits, setting up books & records, cash management, banking and recruitment of the finance team, Initial fund was a Participating Securities SBIC Fund.

1987 - 1992

  • Manager- Personal Tax Group

    1987 - 1992

    Personal Tax Group - Primary Clients included venture capital firms, high net worth individuals and family offices

1985 - 1987

  • Audit Staff

    1985 - 1987