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Marc has over a decade of investment banking and corporate development advisory experience across the Consumer brand landscape. Throughout his career, Marc has advised on >$1.3 billion in M&A transaction value, with a focus on beverage alcohol. 

Working alongside founders, Marc has developed strategic and financial plans that aided in transactions to the world’s most admirable strategic acquirers, including Moët Hennessy, Constellation Brands, Gallo, and Chanel.

Marc was part of the founding team that launched Bertoux Brandy, a mixologist and on-premise focused premium California Brandy.

Marc is the founder of ForecastEasy, a Consumer brand-specific forecasting tool that guides founders, step-by-step, in producing "investor-ready" forecasts in 2 - 4 hours.

Marc Levit Advisory is the "hands on" complement to ForecastEasy, and provides custom services including valuation analyses, capital raise advisory, M&A preparation, and other strategic assessments.  

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Marc is an alumnus of Vanderbilt University.

Securities are offered through Finalis Securities LLC Member FINRA/SIPC. ML Advisory and Finalis Securities LLC are separate, unaffiliated entities. The ML Advisory Website is a website operated by ML Advisory, a privately held California limited liability company. ML Advisory provides mergers and acquisitions advisory services. Other services, such as securities-related transactions, are offered separately by Marc Levit in his capacity as a registered representative of Finalis Securities LLC Member of FINRA/SIPC. ML Advisory is not a registered broker-dealer, and Finalis Securities LLC and ML Advisory are separate, unaffiliated entities. FINRA Broker Check LinkBusiness Continuity Plan and Privacy Policy of Finalis.