Mark Duffy
Partner & Co-Founder
Mark is a career entrepreneur who has co-founded and advised many startups, and helped these teams raise over $300M. He has seen companies through successful sales and acquisitions as a Board Member, CEO, COO, CFO and advisor.
Mark’s roles include: CFO at Advanced Technology Ventures; Co-founder, COO and Board Member at ExpressPoint (grew to $60M in revenue & sold in a successful MBO); Board Member at Integrated Healthcare Information Services (Sold to Ingenix); Board Member and CFO at Wall Street Horizon Sold to TMX Group (Operates Toronto Stock Exchange); CFO at Onex Communications (Sold for $90M to Transwitch); CFO at JumpTap (Sold for $224M to Millennial Media); and CFO at nToggle (Sold for $38M to Rubicon).
He is also a co-founder and Board Member of Music and Youth Initiative, a non-profit that funds and develops music clubhouses for disadvantaged youth nationwide.
Mark holds a BA and MBA from Boston College.
Kelly Wahlberg
Partner & Co-Founder
Kelly is a senior financial and operational executive with experience building and managing finance, human resources and administrative infrastructure for growing technology companies. Her focus is on venture backed technology companies, including B2B, B2C and Saas models.
Kelly is talented at developing, implementing, and scaling financial and operational processes and controls. She also has a strong background in FP&A, M&A and equity & debt financing.
Kelly has worked with publicly-traded software companies including Booz Allen Hamilton, The Providence Service Corporation, INSO and Allen Systems Group (formerly Viasoft); and technology start-ups like Circulation, Epidemico, Fiksu, Upromise, Cartera Commerce and Axway (formerly Cyclone Commerce).
Kelly is a Certified Compliance Officer (CHC) and holds a BA from the University of Massachusetts.
Scott Wheeler
Partner
Scott is a seasoned financial executive with more than 25 years of experience in financial management focusing on corporate finance, financial planning and analysis, business development, strategy, pricing and sales operations. His experience includes working with billion-dollar companies as well as start-up organizations.
Most recently before joining P2L, he served as Chief Strategy Officer at NetBrain Technologies where he led the Finance and Sales Operations teams and was responsible for various strategic initiatives, such as introducing a subscription licensing model. Prior to NetBrain, he worked at SolidWorks Corporation for 10+ years where he served as CFO and contributed to revenues and profits roughly tripling over his tenure.
Scott holds a BA from Syracuse University and an MBA from Boston College.
Brendan Walsh
Managing Director
Brendan brings extensive FP&A and financial management experience to P2L. As the Director of FP&A, he builds and maintains financial forecast and budget models, controls the due diligence process between clients and investors and manages client relationships.
Brendan started his career in the renowned Management Development Program at Marriott International, rising through the ranks to Senior Assistant Director of Finance for properties with annual revenues in excess of $85MM. He managed finance and accounting teams, negotiated capex projects and hotel contracts, oversaw audits, designed and implemented financial strategies, and acted as liaison between hotel operators and ownership groups.
Brendan holds a BA in Finance and Economics from Saint Anselm College and earned his MBA at Northeastern University in 2022.
Dan Walsh
Senior Associate
Dan is an experienced finance professional with strong experience in the hospitality industry. As an Associate at P2L, he helps clients scale their businesses by creating accurate forecasting and budgeting models while providing general accounting functions.
Dan held finance management positions at three major hotels in Boston, including Assistant Director of Finance at the largest hotel in New England which generated over $110MM annually. Dan managed a department of accountants and implemented a company-wide procurement system within the hotel to streamline accounting functions that resulted in cost savings directly to the bottom line.
Dan holds a BS in Finance and International Business & Economics from University of New Hampshire.
Brett Frazee, CPA
Managing Director P2L Canada
Brett has a robust background in financial planning and analysis, with experience in leading companies through transactions in various stages of growth and industries. He has experience in Project Management for the implementation of Modern Data Architecture implementations.
Brett earned his CPA while working in public practice with PricewaterhouseCoopers in Corporate Advisory & Restructuring and Corporate Finance. During his time at PwC he supported and advised on a number of transactions, on both the buy and sell-side.
Brett creates in-depth, informative financial models which provide stakeholders with insights into the financial impacts of their growth strategies. Additionally, Brett has experience in Product Development and Data Analytics.
Brett received his CPA designation from CPA Canada in 2017 and his Bachelor of Business and Administration from St. Francis Xavier University in Antigonish, Nova Scotia in 2014.
Barry Star
Board Member
Barry is Chief Executive Officer of Wall Street Horizon, a leading provider of corporate events data to the investment community. Throughout his 30+ year career, Barry has been fortunate to witness and shape the startup and evolution of a number of dynamic new industries including the personal computer, online brokerage and online banking.
Barry holds a BS from MIT and an MBA from Stanford University.
