Picture of 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...

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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),...

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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...

Picture of Joe Alouf, CPA

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...

Picture of James Hughes, CPA, CFE

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...

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Kai Kuwata

Information Technology and C-Suite Interim Management

Kai Kuwata is a senior level financial and information technology professional with proven results achieved in both consulting and C-level executive positions. He has held top leadership posts for financial and information technology organizations. His experience ranges across various product manufacturing and service-delivery businesses. As such, he has directly interfaced and presented to the board...

Picture of Keith Bjelajac, CPA

Keith Bjelajac, CPA

CPA - CFO Services; Retail Industry Specialist; Distressed -Operational Turnarounds & Financial Restructuring; Mergers & Acquisitions

Keith has over 35 years of senior management experience performing financial and operational management for high growth, financially distressed and multi-billion dollar public companies. He has been CFO for both large public and private companies with revenues ranging from $100 million to over $15 billion in revenues. He has extensive experience in work out /...

Picture of Douglas A. Turski

Douglas A. Turski


Mergers & Acquisitions Tax Diligence; Strategic Corporate & International Tax Planning; ASC 740 Income Tax Provisions; Interim Tax Director/Management. Doug Turski, CPA, MST, has over 30 years’ experience spanning public accounting and auditing., corporate financial management, and consulting. He is an expert in the areas of corporate federal, multi-state, and international tax planning. His experience...

Picture of Janet Cutsinger, MS, OTR/L

Janet Cutsinger, MS, OTR/L

Healthcare Operations Executive, Process Improvement Specialist

Janet Cutsinger, OTR, is a healthcare operations specialist, experienced with both private and public companies that include physician practice, post-acute care, and physical therapy practices. She has served in senior level roles for both non-profit and for-profit organizations with expertise in strategic planning, process improvement, change management, technology integration and training, client acquisitions, relationship management,...

Picture of Rodney Burris, CPA, CGMA

Rodney Burris, CPA, CGMA

CFO Services & Interim Management; Healthcare

Rod Burris, CPA, CGMA, has over 25 years of senior management experience handling all financial, accounting, tax, administrative back office, and business operations for multiple entities. Rod has served in both CFO and Controller roles across industries that include multiple entity emergency physician and radiology medical groups to $100 million in revenues. Rod has significant expertise...

Picture of Dallas L. Alford IV, CPA

Dallas L. Alford IV, CPA

SEC & GAAP financial reporting; SEC SOX internal controls, remediation, implementation; audit preparation & coordination

Dallas Alford, CPA, is a highly experienced corporate accounting and finance advisor having spent over 10 years in public accounting, auditing, and consulting with such Big Four firms as PricewaterhouseCoopers and KPMG. His clients have ranged from entrepreneurial to large prominent companies with revenues exceeding $2 billion in revenues. Dallas has expertise across multiple industries...

Picture of Rob Otto

Rob Otto


Rob has nearly 25 years of operations, management consulting, finance and accounting experience for both public and private companies ranging in size from entrepreneurial to over $1 billion in revenues. He has extensive experience in direct to consumer strategy and operations, business process improvement, ERP evaluation and integration (including implementation of Business Intelligence systems), financial/...

Picture of Robert E. Bates, CPA, CFE

Robert E. Bates, CPA, CFE

Financial forensics, fraud, & corporate investigations; dispute resolution/expert witness; CFO Services; Due Diligence

Rob is an Avant Advisory Senior Consultant. He is also a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE) with over 22 years of experience in accounting and finance. He comes with a public accounting background at Deloitte & Touche and has accumulated a breadth of experience leading and managing the financial and...

Picture of Adam Lewis, CPA

Adam Lewis, CPA

Senior Consultant

As a certified public accountant (CPA), Adam has nearly ten years of financial reporting, accounting, auditing, and tax experience addressing generally accepted accounting principles (GAAP) and tax basis reporting for both public and private companies. In addition, he has handled the accounting, financial reporting, and tax filings in support of high net worth investors, family...

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Andrew N. Paskin

Principal Consultant, Senior C Suite Executive – International Operations, Manufacturing

Andrew N. Paskin is a Senior C Suite Executive with a proven track record in building corporate value in operations, engineering, supply chain, and technology. He is focused on developing customer centric strategies that build market competitiveness and has a strong track record of utilizing change management to advance performance, either in new ventures, start-ups...

Picture of Gary T. Lizanich

Gary T. Lizanich

CFO Services; Mergers & Acquisitions Due Diligence; Manufacturing Specialist

Gary T. Lizanich – has nearly 30 years of experience in Finance, Accounting, Purchasing and Operations Management with 15 years as Controller and CFO/VP Finance working with companies up to $120 million in revenues. He has managed cash flow analysis in distressed companies that involved preparation of 13 week rolling cash flow forecasts, loan BBC’s,...

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Jeff Hazell

Supply Chain and Six Sigma

Jeff is a seasoned leader, supply chain manager and Six Sigma Black Belt with over 30 years of experience in various consumer electronics, service environment, and government supply chains. He has managed many logistics turnarounds and has led a number of organizations in vastly improving operational performance using a DMAIC methodology. Jeff has also led...

Picture of Thomas J. Pedersen

Thomas J. Pedersen


Thomas J. Pedersen brings broad, far-reaching skills in healthcare services, product development, marketing, and technical service areas. Tom’s experience and expertise include company/hospital imaging, therapy, and surgical joint-ventures; application generator software development; medical group development, assessment, operations, management, and turnarounds. He also has a deep understanding of entitlement program sponsored health center/clinic (e.g., Federally Qualified Health...

Picture of Kathryn Tran, CPA

Kathryn Tran, CPA

Bankruptcy Compliance; Litigation Support

Kathryn Tran is a CPA with a law degree and a bankruptcy case management specialist. She is a litigation services expert with sixteen years of a legal and financial analysis experience. Her cases have involved client management, developing and implementing case goals, scope, resources, and processes to align client needs and regulatory reporting requirements. Kathryn...