Marty McCormick

Questioner
DISC Type : c

Managing Director at FNB Mezzanine

Cleveland, Ohio, United States

Overview

Marty McCormick is the Senior Vice President and Group Head of FNB Mezzanine, bringing over 25 years of experience in financial services. Specializing in private equity and subordinated debt, he leads a team providing financing for acquisitions and buyouts. He holds an MBA from the University of Rochester and a BA from Cornell University.

His career has been dedicated to the niche of mezzanine and subordinated debt investing for over fifteen years, focusing on the lower middle-market.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Mezzanine Financing
He has spent over 15 years leading teams that structure and execute mezzanine and subordinated debt loans for private equity firms and family offices.
Private Equity Partnerships
His role focuses on providing capital to support acquisitions and buyouts led by private equity partners, as shown by recent deals with Full Guard Capital and Lancer Capital.
Lower Middle-Market Deals
His expertise lies in investing in lower middle-market companies, typically with transactions ranging from $2 million to $6 million to support growth and acquisitions.

Media Appearances

Marty has no verified media appearances

Work History

4-2019
Managing Director at FNB Mezzanine
7-2016 - 4-2019
Managing Director at Huntington Capital Investment Company
4-2014 - 6-2016
Principal at Medallion Capital
3-2009 - 3-2014
Director of Business Development at Rockwood Equity Partners
9-2004 - 2-2009
Partner at Franklin Partners

Education

1983 - 1987
Bachelor of Arts (B.A.) from Cornell University
1990 - 1992
MBA from University of Rochester - Simon Business School

More Information

Social Presence :

Prographics :

Exp : 33 Location : Cleveland, Ohio, United States Job Level : Mid-senior Designation : Managing Director at FNB Mezzanine
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Insights For Selling To Marty

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marty is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Marty

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Marty move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Marty take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Marty

Personality Compatibility


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