Brett Levinson Email & Phone Number

Greater New York City Area

Velocity Labs serves as a premier digital incubator, dedicated to both investing in and fostering the growth of technology-enabled enterprises. Our commitment lies in cultivating companies that spearhead the development of innovative products and experiences, ultimately streamlining and enhancing everyday tasks.Key Responsibilities:Investment Portfolio Management:Oversee and strategically manage our investment portfolio to ensure sustained growth and profitability.Active Company Management:We take a hands-on approach to guide these ventures through their respective business life cycles. CFO Function Leadership:Within the CFO function, in addition to overseeing the holding company, we provide comprehensive guidance to actively managed portfolio companies. This involves navigating them through various stages of their business life cycle.Diverse Responsibilities:Tailoring our approach to meet the unique needs of each company, our responsibilities span across key business functions, including but not limited to accounting, finance, human resources, marketing, operations, risk management, and tax matters.At Velocity Labs, we are dedicated to fostering innovation and efficiency, positioning our portfolio companies for success in the dynamic landscape of technology-driven business.

Miami/Fort Lauderdale Area

ZM Squared Consulting is a boutique firm offering a variety of strategic and analytical services to companies looking to outsource work or those smaller companies who do not have the staff in place for ad hoc projects.We pride ourselves in our flexibility in serving client needs whether it be onsite, remotely, or some variation thereof. ZM Squared was built on twenty years of a hands-on, get your shoes dirty work ethic.

West Palm Beach, Florida Area

Finova Financial, a portfolio company of National Financial Holdings, is a socially responsible technology based lender that is transforming the traditional $5.3 Billion U.S. Title Lending market by applying modern technology, advanced analytics, and a transparent fee structure. • Oversee daily operations including sales, recovery management, and both national and international staff.• Built and maintain strategic model which allowed company to raise $53 million in venture capital.• Determine cost benefit analysis of vehicle repossession and liquidation.• Create and deliver all qualitative and quantitative stakeholder reports.• Expand business footprint throughout the United States.• Responsible for completing and thereafter maintaining all state licenses, renewals, and annual reporting. • Correspond with state regulators.• Negotiate with current and introduce new vendors to maximize cost savings.Accomplishments• Strategic model creation used for funding rounds. Company raised $53 million in venture capital.• Developed and monitor Key Performance Indicators (KPIs) and additional metrics (cohort analysis, customer acquisition cost, and lifetime value of customer).• Expanded operations from one location to six. Opened multiple national offices.

Miami, Florida

CGI is a private equity commercial real estate investment and management firm. • Oversight of assets to ensure portfolio health via analysis of budgets, monthly reconciliations and strategic planning.• Communicated with Lenders on reserve draw requests and both Lenders and Investors on asset performance.• Negotiated all new leases and lease renewals.• Refinance of portfolio assets.• Discussed and recommended changes for all leases and contracts with outside counsel. • Approved and oversee tenant improvements and construction activities.• Lead staff of analysts, property managers, and vendors.Accomplishments• Increased property performance and value thru occupancy, vendor contracts, and property quality.• Streamlined vendor management by engaging multi-property contracts to increase cost efficiency.• Improved construction draw process resulting in reduced inconsistencies, enhanced efficiency in funds reimbursement and improved relationships with general contractors.

Miami/Fort Lauderdale Area

BBX Capital was the parent company of BankAtlantic prior to the sale to BB&T. BBX Capital is involved in the acquisition, ownership and management of real estate and operating businesses. • Disposed of a legacy portfolio of real estate assets of various types from negotiation to close.• Lead the management of assets including operating business such as golf courses and self-storage facilities.• Analyzed using different scenario methodologies portfolio holdings.Accomplishments• Delivered over $149 million in savings to bottom line.• Streamlined oversight of $400 million in assets via analysis, database creation and reporting.• Initiated process of comprehensive tax appeals and determination of profitable asset utilization.

Miami/Fort Lauderdale Area

Meritas is a for-profit operator of a worldwide network of Pre-K – 12th grade private schools. • Responsible for acquisition process of schools by Meritas, from due diligence through closing. • Created and managed annual budgets and financials for acquired assets. Accomplishments• Closed on acquisition of three schools.

Miami/Fort Lauderdale Area

Tousa was a $2.2 billion, publicly traded home builder which was liquidated in bankruptcy.• Responsible for research and financial models related to acquisitions, development, sales, and capital stack.• Served as member of corporate investment committee determining acquisitions.• Deliver KPIs and inventory reporting.Accomplishments• Workout of $826 million joint venture, including valuation and liaising with consultants.• Created multiproduct pro forma model for acquisitions.

Miami/Fort Lauderdale Area

A subsidiary of Carnival Corporation and PLC, a global cruise and vacation company.• Delivered monthly forecast and annual budget.• Provided monthly variance reconciliations and analysis.• Performed all ad hoc analysis relating to revenue management.Accomplishments• Developed model for financial impact of ship redeployment and cannibalization.• Created analytical modeling tools to assist upper management with decision making, including tracking of KPIs (revenue, yield and occupancy).• Served as liaison to external auditors for department audits.

Miami/Fort Lauderdale Area

AutoNation is the largest automotive retailer in the United States and is the leading provider of new and pre-owned vehicles.• Implemented financial and operational analysis of acquisition targets.• Performed all duties associated with acquisition of dealerships from due diligence to closing.