About David

David Chapman is principal-in-charge of the CFO-Led Services group in the Boston, Providence and Portland offices within the Firm’s Financial Accounting & Advisory Services practice.

He has more than 25 years of industry experience advising clients in accelerating growth and maximizing financial performance in a wide spectrum of business sectors, including SaaS, fintech, insuretech, card-linked offer, software, professional services, and manufacturing.

David’s skillset include: business strategy, fundraising, corporate finance, treasury management, strategic planning, financial modeling and forecasting, deal evaluation, executive coaching. In prior fractional CFO roles and throughout his career, David has raised in excess of $200M in capital through debt and equity transactions for VC-backed and early-stage companies. As chief financial officer, he has also managed numerous M&A sell-side and buy-side transactions, including the sale of a mobile technology company for $250 million.

David joined Marcum in 2021 through the merger of a firm he founded and which featured a team of experienced CFO’s, controllers, and bookkeepers providing startups and small businesses with strategic, fractional CFO and outsourced accounting services.

Practice Focus

Corporate Finance
Strategic Planning
Financial Modeling & Forecasting
Financial Reporting & Analysis
Mergers & Acquisitions

Industry Focus

Software
Professional Services
Manufacturing
SaaS
Mobile
FinTech
InsureTech
Card-Linked Offer

Education

Master of Science, Accounting
Northeastern University

Bachelor of Arts, Economics
Hobart College