Picture of James F Davidson, CM&AA, CM&AP, CPA, CGMA, CFF, CFE, CBA, CTP, CIRA

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...

Picture of John J. DeMartino, CPA, CGMA, FINOP

John J. DeMartino, CPA, CGMA, FINOP

Managing Director, New York; 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),...

Picture of John Oliver, CPA

John Oliver, CPA

CFO Services - Carveouts, Mergers & Acquisitions, Due Diligence, GAAP/IFRS; Manufacturing

John has nearly 30 years of operations, management consulting, finance and accounting experience for both public and private companies ranging in size from entrepreneur to over $1 billion in revenues. His expertise includes: Financial / operations, M&A advisory, including due diligence. Carve-Outs / TSA management. ERP & internal controls implementation, multi-site manufacturing & supply chain...

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 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...

Picture of Michael Mumford, CPA/CFF, CFE, CPA (Canada)

Michael Mumford, CPA/CFF, CFE, CPA (Canada)

Principal Consultant – Forensics, Fraud & Corporate Investigations

Mike has been assisting clients to resolve complex fraud and compliance issues for over 30 years.  His expertise in investigative & forensic accounting has been instrumental in over 300 engagements for the Royal Canadian Mounted Police, law firms, financial institutions, businesses, non-profits and high net worth individuals and families.  Mike started and led forensic accounting...

Picture of Kai Kuwata, CPA (inactive)

Kai Kuwata, CPA (inactive)

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 Douglas A. Turski

Douglas A. Turski

CPA,MST

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 Keith Bjelajac, CPA

Keith Bjelajac, CPA

CFO Services & Interim Management

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 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 Rob Otto

Rob Otto

CPA

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 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...

Picture of Andrew N. Paskin

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,...

Picture of Jeff Hazell

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 Sandra M. Chester

Sandra M. Chester

CEO and CRO Healthcare Management

Sandra Chester is a senior healthcare executive with over 30 years of management experience, including 13 years as a hospital chief executive officer for a large, publically traded hospital company. Sandi is also a registered nurse, which provides her the unique ability to assess the clinical milieu and efficiently adapt it to sound management principles....

Picture of Thomas J. Pedersen

Thomas J. Pedersen

Healthcare

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...