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2016-10-10T00:00:00.000Z

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Wrong David Luvisa?

Mr. David J. Luvisa

Managing Partner

DealSource Partners LLC

Direct Phone: (949) ***-****       

Email: d***@***.com

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DealSource Partners LLC

3 Mystic Circle

Tuxedo Park, New York 10987

United States

Company Description

DealSource Partners is dedicated to providing the highest quality M&A, Corporate Finance, and Strategic Advisory services to middle market companies nationwide - both private and public. Comprised of some of the most experienced, senior-level transactio ... more

Find other employees at this company (13)

Background Information

Employment History

Managing Director

Hunter Wise Financial Group , LLC

Managing Director - Capital Strategies

Citibank

Education

Bachelor of Science

University of Arizona

Masters of Business Administration

Arizona State University

Web References (26 Total References)


Senior Team – DealSource Partners, LLC

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David Luvisa

Managing Director
949-556-4300


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David Luvisa

Managing Director
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David Luvisa

Managing Partner


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David Luvisa DealSource Partners, LLC - David Luvisa DealSource Partners, LLC

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David Luvisa
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David Luvisa
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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. Many of these were cross-border transactions with principals from Europe, Asia and Canada.
His responsibilities during the course of an engagement include coordinating the development 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, Mr. Luvisa was a Managing Director with the investment banking division of Citigroup focused on middle market transactions.
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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.
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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. He is active in the Association for Corporate Growth and the Forum for Corporate Directors sits on the board of The Shea Therapeutic Riding Center in San Juan Capistrano, California, and involved with the YMCA and the American Youth Soccer Organization (AYSO). Senior Team David Luvisa


Citigroup Geneva Capital Strategies

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David LuvisaManaging Director

Since joining Citigroup Geneva Capital Strategies in 1990, Mr. Luvisa has taken the lead role or supervised the completion of more than fifty transactions and has evaluated and provided mergers-and-acquisitions advisory services to more than 200 middle-market companies.With a diverse financial background that includes positions in financial analysis, consulting and corporate finance, he brings his combined experience with two nationally recognized firms to each engagement.Mr. Luvisa holds a BS from the University of Arizona and an MBA from Arizona State University.He is a Series 7 and 63 Registered Securities Representative and holds real estate licenses in California, Utah, Arizona, Alabama and Colorado.

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