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This profile was last updated on 11/11/14  and contains information from public web pages and contributions from the ZoomInfo community.

Managing Partner

Local Address: California, United States
Bear & Company
3 Mystic Circle
Tuxedo Park , New York 10987
United States

Company Description: Bear & Company introduces owners of privately held companies to a select group of Private Equity Investors. Most of the target companies are not actively for sale....   more
Background

Employment History

Education

  • Masters of Business Administration
    Arizona State University
  • Bachelor of Science
    University of Arizona
14 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
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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. 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.
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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.
IRVINE, Calif. - July 9, 2014 ...
www.hunterwise.com, 9 July 2014 [cached]
IRVINE, Calif. - July 9, 2014 - Hunter Wise Securities, LLC (a subsidiary of Hunter Wise Financial Group, LLC) and Managing Director, David Luvisa, are pleased to announce that its clients DUX Dental and Vettec of Oxnard, California, have been acquired by Kerr Corporation of Orange, California, to further expand its product portfolio and to better serve dental professionals and healthcare providers globally.
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David Luvisa, the Hunter Wise investment banker representing DUX Dental and Vettec remarked that, "This transaction is the second time that I have had the pleasure to work with Paul Porteous and his talented team.
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David Luvisa, Managing Director Hunter Wise Financial Group, LLC (949) 732-4106 dluvisa@hunterwise.com
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.
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"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.
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CONTACT:David Luvisa Managing Director dluvisa@hunterwise.com (949) 732-4106
By David ...
www.hunterwise.com, 20 Sept 2007 [cached]
By David Luvisa
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David Luvisa is an investment banker with over 25 years of experience advising business owners, including 17 years with Citigroup, and currently a Managing Director with Hunter Wise Financial Group headquartered in Orange County.
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