Carlos Sava Email and Phone Number
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Finance and accounting professional with investment management, investment banking, and entrepreneurial experience as well as CPA and CFA credentials. Active value investor and portfolio manager with experience across sectors, with long/short strategies, and an emphasis on special situations. The breadth of my background allows me to help investment firms and companies create value addressing the following areas: strategy, capital allocation/capital raising, KPIs (key performance indicators), financial reporting and analysis, and M&A opportunities.
Clifton & Co. Merchant Banking
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PartnerClifton & Co. Merchant Banking Jan 2024 - PresentChicago, Il, UsClifton & Co. is a merchant bank working with small to mid-sized businesses ($1-$25 million in revenue) with succession/leadership challenges, lack of available financing (trade finance, debt, or equity), and that are currently unsaleable or unable to garner a full valuation in a traditional process.Investment partners introduce potential businesses that are acquisition/partnership candidates, secure or commit financing, and match businesses with leaders (operating partners) who can carry out value improvements. Investment partners also act as transaction advisors and intermediaries.
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Founder And Portfolio ManagerClarendon Capital Management Llc Jan 2012 - PresentClarendon Capital Management LLC (CCM) is an independent investment advisory firm serving accredited investors, family offices, and independent RIAs.Mr. Sava manages an active, concentrated, value-oriented equity portfolio. This strategy invests across sectors and market capitalizations and identifies companies whose intrinsic value is higher than the current price to book value, owner earnings, or cash flow. While at CCM, Mr. Sava advised high-income professionals and small business owners on a variety of financial and strategic decisions. -
Advisor, Hvac Focused Search FundModern Utilities Apr 2021 - PresentAdvisor and Finance & Accounting leader to a search fund acquiring HVAC businesses. Responsibilities include deal sourcing, capital relationships, due diligence, transaction structuring and negotiation, and strategic planning.Modern Utilities closed its first acquisition in August of 2022 with SBA financing support and continues to look for solid HVAC businesses in Florida and Southeastern United States.
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Solar Expert And ConsultantIllinois Solar Aug 2019 - PresentPassionate about the environment and the solar industry.⁃ Deep understanding of residential and commercial solar systems and financial incentives⁃ Primary focus on Illinois and adjacent midwestern states⁃ Relationships with component suppliers, installers, and other industry players⁃ Leveraging solar industry expertise for investment opportunities
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Principal/CfoProcfo Partners Jul 2019 - Jun 2024New York, Ny, UsI serve as CFO to multiple medium-sized enterprises on a fractional basis. My partners and I have diverse experience across industries and methods for long-term value creation. As fractional CFOs, we work with privately-held companies between $10 and $250 million in annual revenue. Businesses retain me when they NEED a professional to establish processes, fix what is financially/strategically broken, or take their business to the next level- growing at 20%+, expanding margins, or preparing themselves for M&A, succession, or sale. A CFO like me guides strategy, forecasts, sets KPIs, allocates capital, streamlines systems and processes, and also can cover partnerships, risk, operations, HR, legal, insurance, facilities, and IT.By developing plans, strategies, and infrastructure, I position businesses for long-term success and valuation creation.Expertise and functional responsibilities include:- Financial advisory to CEOs, management teams, and Boards of Directors for businesses from start-up up to $250 million in revenue- Strategy assessments- Capital allocation guidance and setting priorities and policy- Budgeting and financial projections - P&L, cash flow, working capital, and CAPEX- Creation and analysis of key performance indicators (KPIs) and Board of Directors reports- Oversee routine functions such as A/R and A/P management, end of period reporting (closing the books), and payroll- Management of accounting and IT systems implementation as well as documentation- Coordination with external accountants, auditors, and tax firms- Mergers, acquisitions, and business divestitures- Exit strategy development and execution including the development of marketing materials, broker/banker selection, and overseeing buyer diligence -
Advisor And Finance & Administration LeaderTradoh, Inc Mar 2018 - Dec 2018Advisor and leader of strategy, finance, and user experience for an artificial intelligence investment recommendation service.
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Vice PresidentBluestone Capital Partners Jan 2011 - Dec 2011Advised on M&A transactions for defense and government contracting firms.Completed two sell-side M&A transactions with aggregate deal value of approximately $200 million.
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AssociateSignal Hill Capital Aug 2010 - Dec 2010Updata Advisors merged with Signal Hill Capital Group.
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AssociateUpdata Advisors, Inc Sep 2007 - Dec 2010Advised on M&A transactions for information technology firms.Completed five transactions including sell-side, buy-side, divestiture, and strategic advisory assignments with aggregate deal value of approximately $350 million.
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AnalystFbr Apr 2005 - Aug 2007Arlington, Va, UsAdvised on M&A and capital raising transactions for insurance and information technology firms.Completed 14 M&A and capital raising transactions including private placements, IPOs, and follow-on offerings with aggregate deal value of more than $1 billion. -
Summer InternU.S. Bank May 2002 - Aug 2002Minneapolis, Mn, UsSummer intern with the middle market commercial lending group.
Carlos Sava Skills
Carlos Sava Education Details
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University Of Wisconsin-MadisonFinance And Accounting -
Cunef UniversidadStudy Abroad
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Marquette University High School
Frequently Asked Questions about Carlos Sava
What company does Carlos Sava work for?
Carlos Sava works for Clifton & Co. Merchant Banking
What is Carlos Sava's role at the current company?
Carlos Sava's current role is Merchant bank partner. Strategic CFO and M&A advisor. Interim operator. Value investor. Family office services..
What is Carlos Sava's email address?
Carlos Sava's email address is cp****@****mni.com
What is Carlos Sava's direct phone number?
Carlos Sava's direct phone number is +160833*****
What schools did Carlos Sava attend?
Carlos Sava attended University Of Wisconsin-Madison, Cunef Universidad, Marquette University High School.
What skills is Carlos Sava known for?
Carlos Sava has skills like Financial Modeling, Valuation, Mergers And Acquisitions, Equities, Finance, Portfolio Management, Investment Banking, Due Diligence, Alternative Investments, Investments, Financial Analysis, Strategy.
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