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.

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

Mr. Chapman joined Marcum LLP in 2021 through the merger of a firm he founded a team of experienced CFO’s, controllers and bookkeepers to provide startups and small businesses with strategic, fractional CFO and outsourced accounting services.

Expertise

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

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