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DealSource Partners LLC
3 Mystic Circle
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...
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Senior Team â€“ DealSource Partners, LLC
DealSource Partners, LLC - David Luvisa
DealSource Partners, LLC
With a diverse professional background that includes positions in financial analysis, consulting, management and corporate finance, David Luvisa
combined experience with three nationally recognized firms to each client engagement.
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.
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.
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.
tenure there, Mr. Luvisa
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).
By David ...
By David Luvisa
David Luvisa is an investment banker with over 25 years of experience advising business owners, including 17 years with a division of Citigroup, and currently a Managing Director with Hunter Wise Financial Group headquartered in Orange County.