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Marc Levit.jpg

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 a mixologist and on-premise-focused premium California Brandy.

Marc is also 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 is an alumnus of Vanderbilt University and lives in San Francisco, CA. 

Note: select transaction & advisory experience includes transactions completed while at a previous firm.

Securities are offered through Finalis Securities LLC Member FINRA/SIPC. ML Advisory and Finalis Securities LLC are separate, unaffiliated entities. FINRA Broker Check LinkBusiness Continuity Plan and Privacy Policy of Finalis.

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. ML Advisory is not a registered broker-dealer. 

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