VX Global is also the proud leader of the Transaction Advisory Group (TAG Team) for the CFO Center, an international CFO organization in over 15 countries with over 500 personnel. This team has a combined experience of over 75 years with the Big 4, Celebrities, Government relationships, International Projects, and Fortune 500 firms.
Our Team Leader is an established financial expert who has worked on a wide range of capital markets efforts. He has seasoned relationships with financial institutions, acquisition funding, debt, banking, syndication, Finra BD’s, and equity sources. He has also had his commentary published by the World Bank and has worked with the Small Business Administration Advocates Office and acted as a direct consultant to the SBA’s Office of Entrepreneur in Chief and the SEC’s Small Business Issuers Advisory Committee. He has personally authored or edited more than 300 offering documents including PPM’s, business plans, industry analytical research reports, valuation overviews, due diligence packages and grant proposals and capital placement.
Our M&A and Valuation expert is a corporate finance professional with extensive experience spanning industrial manufacturing, telecommunications, aerospace and most recently CPG. He is currently serving as Vice President of Finance for a significant household name brand entity. His background includes managing through economic downturns, turnaround opportunities and managing through explosive growth. Additionally, he has international experience focused in Central and South America and formulating effective strategies for first-time entrants. Lastly, he is well versed in sell-side advisory services, business valuations, divestitures, development of M & A strategies and debt restructuring.
Our Relationship expert managed an organization of over 14,000 members in Los Angeles County and has over 30 years of experience, including management positions with TRW, EY, and BDO Seidman. He performed financial, forensic and management audits. For six years, he was a partner in charge of the Los Angeles office of The Marketing Institute, product management, and marketing firm. He served as an interim marketing executive for companies, for which he established marketing programs, and secured major contracts. Concurrently, he served as Principal Consultant to the Chairman and CEO of The Wickes Companies, Inc., the largest commercial turnaround in U.S. history at the time ($4 billion in revenue, $2 billion in debt). He supported the CEO in 250 presentations for internal management, courts, creditors’ committees, business and trade groups, commercial and investment bankers, and the SEC.