Marcus Magarian

Lead AI strategy, digital transformation, and AI-native operating models for regulated financial services and technology businesses. Design structured knowledge systems, AI visibility frameworks (GEO, AEO, AIO), retrieval-oriented publishing, and machine-readable information architecture for generative AI environments. Advise executives on AI implementation, institutional positioning, workflow automation, and growth strategy while supporting cross-border M&A and capital formation initiatives.

Managing Director leading cross border technology M&A advisory and capital formation at Chatsworth Securities. Senior coverage for technology, software, FinTech, payments, energy, and growth companies across the US, Europe, and Latin America. Advise founders, boards, and management teams on sell side and buy side M&A, capital raising, restructuring, and strategic transactions. Activities:

• • Originated, structured, and executed cross border M&A and capital formation mandates for technology and growth companies, with concentration in software, SaaS, FinTech, AI, payments, energy, and digital infrastructure.

• • Led sell side and buy side M&A processes for European, US, and Latin American companies engaging strategic acquirers, financial sponsors, and SPAC counterparties.

• • Acted as Financial Advisor on energy and infrastructure mandates including MMEX Resources Corp. clean fuels project, and as strategic partner on digital payments mandates including OPER Payment Technologies and 5Thru.

• • Advised European and Latin American technology, payments, and financial services companies on US market access, capital structure, refinancing, and strategic alternatives.

• • Built and managed deal teams across origination, diligence, structuring, marketing, negotiation, and execution, coordinating with up to 30 internal and external workstreams per transaction.

• • Maintained a senior banker book across institutional investors, family offices, strategic acquirers, and lenders in the US, Europe, Latin America, and Asia.

Closed over $200M in transactions since 2020 across cross border M&A, capital raising, and strategic advisory mandates. Continuous focus on the intersection of regulated financial services, technology, and capital structure. Focus areas: cross border M&A advisory, capital formation, technology and FinTech, energy and infrastructure, US to Europe and Latin America deal flow, regulated financial services.

Hosted The Exit Strategy Podcast, interviewing founders, executives, investors, operators, and technology leaders across M&A, SaaS, digital transformation, growth, AI, and capital markets. Produced executive-level discussions on scaling businesses, strategic transactions, fundraising, market expansion, technology adoption, and corporate growth, building deep exposure to founder challenges, investor expectations, and transaction readiness across international markets.