Managing Director, PRoduct Specialist
Resume:
MARK B. SULLIVAN
Scottsdale, Arizona 85620
******************@*****.***
PROFILE
Results-driven fundraising executive with a proven track record raising over $11 billion in AUM across diverse investments with a focus on real estate private equity mandates. Expertise in capital formation, relationship cultivation, and transitioning organizations from HNW syndications to institutional and wealth management platforms. Skilled at securing first-mover capital, driving scalable growth, and leveraging a substantial network of relationships with institutional investors, RIAs, family offices, and consultants. Deeply committed to structured, results-oriented process fostering short term relationships that convert into long-term partnerships.
CORE COMPETENCIES
Institutional Fundraising
RIA and Family Office Access
Relationship Management
Cultivation of Prospective Investors
Fundraising Strategy and Execution
Discretionary and SMA/JV capital
Capital Markets Expertise
Consultant Relations
AUM Growth Strategies
Marketing Platform Development
PROFESSIONAL EXPERIENCE
Big Sky Medical – Dallas, Texas, 2023–2025
Managing Director, Global Head of Business Development
Closed first institutional equity for the Big Sky Income Fund, fund closed at $375M in equity.
Secured five institutional SMA mandates including a $35M SMA with a with a family office, later growing to $50M.
Transitioned firm from HNW syndication into a global investment platform, targeting pensions, insurance companies, RIAs, family offices, and consultants.
Conducted over 465 + investor meetings between 2023 and 2024 expanding outreach to generate commitments.
Developed an automated marketing platform for educating RIAs on medical real estate, engaging 1,000+ RIA firms.
Led marketing and social media team, increasing online engagement significantly.
Waypoint Residential – Boca Raton, Florida, 2021–2023
Senior Managing Director, Business Development and Consultant Relations
Led nationwide fundraising efforts, raising $135M for the firm’s first multifamily development fund, with a $35M anchor investor.
Sourced equity for a $600M multifamily recapitalization project.
Played a key role in transitioning the firm from a syndication model to a fund structure backed by institutional investors.
Brookwood Financial Partners – Beverly, Massachusetts, 2017–2021
Managing Director, Business Development and Consultant Relations
Raised $235M in equity capital for real estate and private equity funds.
Sourced the firm’s first consultant-driven commitment
Closed the first institutional commitment at $35M.
Consistently top producer on a six-person business development team.
Keeley Asset Management – Chicago, Illinois, 2015–2017
Director, Head of Distribution and Consultant Relations
Raised $125M in new AUM from family offices, and institutions.
Secured consultant buy-list approvals for the Mid-Cap Dividend strategy.
Extended institutional mandate relationships despite challenging performance periods.
Allianz Global Investors – San Francisco, California, 2010–2014
Director, Consultant Relations and Business Development
Secured a $2.0B global equity mandate from CalPERS, the first U.S.-based investor in Best Styles Global
Established relationships with 28 consultants, raising over $1.7B in consultant-driven AUM.
Averaged of 140 meetings annually, driving consistent growth in institutional capital.
Babson Capital – Phoenix, Arizona, 2009–2010
Managing Director, Public Fund Team Leader & Consultant Relations
Secured $350M in new business by introducing structured credit, mezzanine debt, and real estate debt strategies to institutional investors.
Closed a $250M CLO portfolio with a major Texas public pension fund.
FAF Advisors – Phoenix, Arizona, 2006–2009
Managing Director, Public Funds, Team Leader
Managed public fund and consultant relations team, raising over $2.5B in new AUM.
Closed a $2.0B mandate with Cal State University.
Oversaw $3.5B in public fund client assets.
Paulson and Company, Inc. – New York, New York, 2005–2006
Director, Public Funds Marketing
Developed the North American public funds market, raising significant capital in merger arbitrage strategies.
Introduced a subprime investment strategy during its early stages.
J.P. Morgan/Banc One – Phoenix, Arizona, 1999–2004
Director, Public Funds and Taft-Hartley Marketing
Raised over $4.5B in AUM, exceeding profitability goals through strategic fundraising efforts.
Secured approval from five consulting firms for the firm’s core bond strategy.
LICENSES
Series 24, 7, 65, 66, and 3
EDUCATION
New England College – Henniker, New Hampshire
Bachelor of Arts in Finance and Economics
Captain, Intercollegiate Rugby Team
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