James F Davidson, CM&AA, CM&AP, CPA, CGMA, CFF, CFE, CBA, CTP, CIRA
Managing Director & President
Jim Davidson is managing director and founder of Avant Advisory Group, a management consulting and operationally focused financial advisory firm that specializes in middle-market M&A. Jim is both a Certified Merger & Acquisitions Advisor (CM&AA) and Certified Merger & Acquisitions Professional (CM&AP). He has obtained CPA and Chartered Global Management Accountant certifications with multiple financial...
John J. DeMartino, CPA, CGMA, FINOP
Managing Director, East Coast; CFO Services; banking & securities, hospitality, healthcare specialties
John J. DeMartino has over 40 years’ total experience with Big Four CPA and consulting firm KPMG and both multi-billion commercial bank and bulge-bracket investment banking firms. He has held senior executive positions as Chairman of the Board, Executive Vice President, and Chief Financial Officer and filling senior roles in banking & treasury, securities (broker/dealer),...
Carlos V. Freyre, CPA, MBA
Managing Director, Florida; Mergers & Acquisitions; CEO & C-Suite - Financial & Operations Management; Performance Improvement; International Strategic Planning; Multinational Regulatory Compliance
Carlos V. Freyre, has over 30 years’ of senior executive experience. His career includes managing KPMG’s Strategy and Financial Management Consulting Practice for both Latin America and Southeastern U.S. He founded several companies that developed, launched, and scaled several new category products. He is particularly adept at facilitating mission and strategy development and implementation. He...
Peter J. Mares, CPA, MBA
Performance Improvement, Operational Efficiency, Cost Reduction & Profit Improvement
Peter J. Mares, CPA, MBA has more than 30 years’ senior executive experience solving complex operational, financial, and organizational problems. He has served as both a “Big 4” KPMG CPA & consulting firm partner and with both Fortune 500 and mid-market companies in C-level positions that include Vice President Finance Global Operations, Chief Operating Officer,...
Dave Stark
Profit & Performance Improvement, Data Analysis & Metrics Reporting, Systems Implementation
Dave Stark is an accomplished financial management and technology professional who advises enterprises and implements solutions for business performance analytics, data visualization, and management reporting. Dave helps improve profitability and strengthens competitive advantage by strategically applying his expertise in: Profitability analysis and improvement by product, channel, market, etc. Financial planning and forecasting System implementation Performance...
John Oliver, CPA
CFO Services; Mergers & Acquisitions - Due Diligence, Carveouts, Integrations; GAAP/IFRS; Manufacturing; Retail – Omni-channel & E-Commerce
John has nearly 30 years of operations, management consulting, finance and accounting experience for public, private, and international companies ranging in size from entrepreneur to over $1 billion in revenues. He has specialized experience in the following: Retail – specialty, omni-channel & E-commerce Manufacturing Wholesale distribution, sourcing & logistics Healthcare Aerospace & aviation Technology Consumer...
Joe Alouf, CPA
Distressed – Financial Restructuring and Operational Turnarounds; CRO/CFO/COO C-Suite Interim Management; Mergers & Acquisitions
Joe Alouf has over 30 years’ experience in corporate finance, operations, investment management, and restructuring of public, private, and international companies ranging from entrepreneurial to billion-dollar + revenues across multiple industries, including: Retail – specialty, omni-channel & E-commerce Manufacturing Restaurants / Foodservice Healthcare Technology (Hardware; SaaS) Branded consumer products Aerospace Joe served as an executive...
Kevin W. Pendergest, CPA
CFO Services, Interim Management, M&A, Turnaround/Restructuring, Healthcare Specialist
Kevin Pendergest is a seasoned financial executive with over thirty-five years of senior management experience and expertise in financial, operational, and board positions. He has worked with both private and publicly traded companies in healthcare, manufacturing, and various service industries. In addition to having been a Deloitte Consulting Partner, he served as CFO of several...
James Hughes, CPA, CFE
M&A financial/quality of earnings due diligence; working capital specialist; financial forensics, fraud, corporate investigations
Jim Hughes, CPA, CFE, has over 20 years of financial services and management consulting experience, largely serving companies ranging from $50 million to $1.5 billion. As Controller and Finance Manager for more than ten years, his responsibilities included oversight of all financial and control functions and cash flow management and analysis, including 13-week rolling cash...
Stephen M. Ramsey CPA
CFO Services, Mergers & Acquisitions – Financial Due Diligence
As a Certified Public Accountant and long-time CFO for multiple companies, Steve has 25 years of accounting, finance, tax, auditing, operations, and consulting experience for public, private, and international companies ranging up to $2 billion in revenues. Steve’s experience spans multiple industries that include retail, consumer products and services, manufacturing, engineering & construction, contracting, healthcare,...