Fred Sussman is a seasoned managing director with a distinguished career in investment banking, spanning over three decades. Currently serving as Managing Director at Cambridge Wilkinson, Fred brings a wealth of experience in identifying and structuring debt and equity finance solutions across diverse industries. His expertise extends notably in specialty finance, real estate, healthcare, and ESG investments.
Prior to his role at Cambridge Wilkinson, Fred held pivotal positions at Peterson Acquisitions, Aaron Capital Inc., and Visionary Consulting Group, LLC, where he honed his skills in capital raises, mergers & acquisitions, and business advisory services. His tenure at Aaron Capital Inc., focused on the SME market, managing transactions ranging from capital raises to M&A deals up to $250MM in size.
Fred’s career is underscored by his strategic acumen and client-centric approach, evident in his role as Managing Partner at Visionary Consulting Group, LLC, where he advised businesses on profitability enhancement and transition strategies. His earlier roles include leadership positions at CEO Focus and Aeterna Medical Spas, where he significantly contributed to business growth and operational excellence.
Fred’s journey in the corporate world began with founding and leading iLine, a successful telecommunications company, where he orchestrated rapid revenue growth and secured substantial venture financing. His entrepreneurial spirit and ability to navigate complex financial landscapes have consistently driven success throughout his career.
Fred holds an MBA in Finance and Marketing from Saint Louis University, complemented by a BS in Management from the University of Missouri-Columbia. He is a licensed professional with Series 63, 79, and 82 certifications from FINRA, reflecting his commitment to regulatory compliance and excellence in financial services.
Outside of his professional endeavors, Fred is actively involved in industry associations and community initiatives, embodying a well-rounded approach to leadership and service. His blend of financial expertise, strategic vision, and dedication to client success continues to define his impactful career in investment banking.
Character: Fred Sussman’s distinguished character forms the bedrock of his approach to financial leadership, emphasizing integrity, trustworthiness, and a commitment to ethical practices, which inspire confidence and build enduring relationships in every professional interaction.
Knowledge: With a profound knowledge base cultivated over decades in diverse financial landscapes, Fred navigates complexities with precision, applying strategic insights and innovative solutions to drive sustainable growth and optimize organizational performance.
Strategic: Strategic acumen shines through in his ability to identify opportunities amidst challenges, guiding organizations toward transformative outcomes by aligning resources, optimizing operations, and capitalizing on emerging market trends.
Communication: Renowned for his articulate and persuasive communication style, Fred engages stakeholders with clarity and empathy, fostering a shared vision and alignment across teams, ensuring that strategic objectives resonate effectively at all levels of the organization.
