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This profile was last updated on 5/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David Luvisa

Wrong David Luvisa?

Managing Director

Hunter Wise Financial Group , LLC
2361 Campus DriveSuite 100
Irvine, California 92612
United States

Company Description: Hunter Wise is a specialized investment banking firm providing the highest quality level of institutional financing, merger, acquisition, divestiture and advisory...   more
Background

Employment History

  • Managing Director - Capital Strategies
    Citibank
  • Managing Director With the Investment Banking Division
    Citi
  • Managing Director and Capital Strategies
    Citi

Education

  • Masters of Business Administration
    Arizona State University
  • Bachelor of Science
    University of Arizona
11 Total References
Web References
Hunter Wise Financial Professional Team - California » Hunter Wise Financial
www.hunterwise.com, 1 Mar 2014 [cached]
David Luvisa
Managing Director dluvisa@hunterwise.com
...
With a diverse professional background that includes positions in financial analysis, consulting, management and corporate finance, David Luvisa brings his combined experience with three nationally recognized firms to each client engagement. Mr. Luvisa has taken the lead role on or supervised the completion of numerous transactions and has evaluated and provided mergers and acquisition and corporate finance advisory services to hundreds of middle market companies. His responsibilities during the course of an engagement include coordinating the planning and execution of a strategic marketing plan, overseeing all documentation, interfacing with prospective investors and lenders, and negotiating and closing the transaction. Mr. Luvisa has significant experience working on transactions in the technology, manufacturing, building materials and staffing sectors.
Prior to joining Hunter Wise Financial Group, LLC, Mr. Luvisa was a Managing Director with the investment banking division of Citigroup focused on middle market transactions. During his 17-year tenure there, Mr. Luvisa earned several promotions including responsibility for one of the company's divisions where he supervised several investment bankers and the corresponding support staff across multiple offices. Mr. Luvisa started his finance career as a financial consultant for E.F. Hutton, which was acquired by Shearson Lehman Brothers and later by Smith Barney, a division of Citigroup.
...
During his tenure there, Mr. Luvisa built his client base around entrepreneurs and business owners.
Mr. Luvisa holds a Bachelor of Science from the University of Arizona and a Masters of Business Administration from Arizona State University.
Welcome to Hunter Wise Financial Group, LLC
www.hunterwise.com, 13 June 2012 [cached]
David Luvisa
...
David Luvisa Managing Director dluvisa@hunterwise.com
IRVINE, Calif., Mon. DD, 2011 /PRNewswire/ ...
www.hunterwise.com, 28 Jan 2013 [cached]
IRVINE, Calif., Mon. DD, 2011 /PRNewswire/ - Hunter Wise Financial Group, LLC, (www.hunterwise.com), Irvine, California, is pleased to announce that its Managing Directors, David Luvisa and James Carroll, arranged the recent $16 million equity investment in Global Benefits Group, Inc., GBG Insurance Limited and affiliated GBG companies by Bison Capital Equity Partners III, LP.
...
"Bison Capital is impressed with GBG's track record of success and believes that its investment will further facilitate GBG's impressive growth," Mr. Luvisa said. Bison Capital makes growth equity investments in middle-market companies, public or private, for expansion, acquisitions or balance sheet restructuring. The firm's primary investment focus is partnering with entrepreneurs and management teams seeking capital to grow their businesses.
"We were pleased to facilitate this investment. I believe this shows the strength of Hunter Wise Financial Group, LLC in its unparalleled ability to assist mid-market companies, both public and private, in mergers, acquisitions and other corporate financing activities," Mr. Luvisa said. Mr. Luvisa, who has taken the lead role on numerous financial transactions, including mergers, acquisitions and corporate finance advisory services, has particular expertise on transactions in the technology, manufacturing, building materials and business services sectors.
"We were pleased to facilitate this investment. I believe this shows the strength of Hunter Wise Financial Group, LLC in its unparalleled ability to assist mid-market companies, both public and private, in mergers, acquisitions and other corporate financing activities," Mr. Luvisa said. Mr. Luvisa, who has taken the lead role on numerous financial transactions, including mergers, acquisitions and corporate finance advisory services, has particular expertise on transactions in the technology, manufacturing, building materials and business services sectors.
...
CONTACT:David Luvisa Managing Director dluvisa@hunterwise.com (949) 732-4106
Welcome to Hunter Wise Financial Group, LLC
www.hunterwise.com, 13 June 2012 [cached]
Our Professional Team > California > David Luvisa
...
David Luvisa
...
David Luvisa Managing Director dluvisa@hunterwise.com
...
With a diverse professional background that includes positions in financial analysis, consulting, management and corporate finance, David Luvisa brings his combined experience with three nationally recognized firms to each client engagement. Mr. Luvisa has taken the lead role on or supervised the completion of numerous transactions and has evaluated and provided mergers and acquisition and corporate finance advisory services to hundreds of middle market companies. His responsibilities during the course of an engagement include coordinating the planning and execution of a strategic marketing plan, overseeing all documentation, interfacing with prospective investors and lenders, and negotiating and closing the transaction. Mr. Luvisa has significant experience working on transactions in the technology, manufacturing, building materials and staffing sectors.
Prior to joining Hunter Wise Financial Group, LLC, Mr. Luvisa was a Managing Director with the investment banking division of Citigroup focused on middle market transactions. During his 17-year tenure there, Mr. Luvisa earned several promotions including responsibility for one of the company's divisions where he supervised several investment bankers and the corresponding support staff across multiple offices. Mr. Luvisa started his finance career as a financial consultant for E.F. Hutton, which was acquired by Shearson Lehman Brothers and later by Smith Barney, a division of Citigroup.
...
During his tenure there, Mr. Luvisa built his client base around entrepreneurs and business owners.
Mr. Luvisa holds a Bachelor of Science from the University of Arizona and a Masters of Business Administration from Arizona State University.
Welcome to Hunter Wise Financial Group, LLC
www.hunterwise.com, 28 Feb 2011 [cached]
IRVINE, Calif., Mon. DD, 2011 /PRNewswire/ -- Hunter Wise Financial Group, LLC, (www.hunterwise.com), Irvine, California, is pleased to announce that its Managing Directors, David Luvisa and James Carroll, arranged the recent $16 million equity investment in Global Benefits Group, Inc., GBG Insurance Limited and affiliated GBG companies by Bison Capital Equity Partners III, LP.
...
"Bison Capital is impressed with GBG's track record of success and believes that its investment will further facilitate GBG's impressive growth," Mr. Luvisa said. Bison Capital makes growth equity investments in middle-market companies, public or private, for expansion, acquisitions or balance sheet restructuring. The firm's primary investment focus is partnering with entrepreneurs and management teams seeking capital to grow their businesses. "We were pleased to facilitate this investment. I believe this shows the strength of Hunter Wise Financial Group, LLC in its unparalleled ability to assist mid-market companies, both public and private, in mergers, acquisitions and other corporate financing activities," Mr. Luvisa said. Mr. Luvisa, who has taken the lead role on numerous financial transactions, including mergers, acquisitions and corporate finance advisory services, has particular expertise on transactions in the technology, manufacturing, building materials and business services sectors. "We were pleased to facilitate this investment. I believe this shows the strength of Hunter Wise Financial Group, LLC in its unparalleled ability to assist mid-market companies, both public and private, in mergers, acquisitions and other corporate financing activities," Mr. Luvisa said. Mr. Luvisa, who has taken the lead role on numerous financial transactions, including mergers, acquisitions and corporate finance advisory services, has particular expertise on transactions in the technology, manufacturing, building materials and business services sectors.
...
David Luvisa Managing Director dluvisa@hunterwise.com (949) 732-4106
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