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This profile was last updated on 6/25/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David Luvisa

Wrong David Luvisa?

Managing Partner

Local Address: Irvine, California, United States
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 -...   more
Background

Employment History

Education

  • Masters of Business Administration
    Arizona State University
  • Bachelor of Science
    University of Arizona
16 Total References
Web References
David ...
dealsource.com, 3 May 2015 [cached]
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
David ...
dealsource.com, 3 May 2015 [cached]
David Luvisa
Managing Partner
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.
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
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David Luvisa Managing Director dluvisa@hunterwise.com
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