Marqeta CEO Moves: Your CFO Placement Trigger

🚀 Battle Card: Marqeta, Inc.

• Mike Milotich, Chief Executive Officer · 🔗 LinkedIn

• This Marqeta, Inc. sales trigger underscores the board’s confidence in stabilizing finance leadership and accelerating strategic execution. → Source

• Interim CFO overload: Mike will juggle CEO + CFO until successor is found

• Leadership bench risk: Need robust pipeline to sustain growth post-IPO

• Primary: CFO Search Accelerator → fill critical finance leadership gap fast

• Expansion: Executive Leadership Development Program → build a deep bench for future C-suite roles

• HQ: Oakland, CA

• Employees: ≈ 1,200

• Rev: ≈ $600 M

• Website: marqeta.com

🤼 Competitive Intel

• Korn Ferry — Executive Search
• Unique edge: Deep C-suite network globally
• Evaluated by CHRO for speed and reach

• Spencer Stuart — Executive Search
• Unique edge: Sector-specific CFO placements
• Evaluated by Board for track record in fintech

• Russell Reynolds Associates — Executive Search
• Unique edge: Data-driven candidate assessment
• Evaluated by HR for cultural fit analytics

• Robert Half — Interim CFO Services
• Unique edge: Rapid deployment of seasoned finance leaders
• Evaluated by Finance team for cost-effective interim coverage

• Heidrick & Struggles — Executive Search
• Unique edge: Strong global footprint in tech markets
• Evaluated by CEO peer network for market insights

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑CFO Search Accelerator❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mike
COMPANY     = Marqeta, Inc.
DEPT        = Finance
SIZE        = ≈ 15
BOTTLENECK  = Interim CFO overload
EVENT       = CEO appointment
DETAIL      = Appointment of Mike Milotich as CEO
PAIN        = Interim CFO overload until successor found
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908953174&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1200
REV_EST     = ≈ $600M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 15-person Finance

Mike—noticed your Finance team is ≈ 15.

That’s when Interim CFO overload slows growth.

We helped ≈ TBD fix this with CFO Search Accelerator.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appointment of Mike Milotich as CEO — Interim CFO overload until successor found.  
CFO Search Accelerator. ≈ TBD.  
Quick chat?