David Genova Email & Phone Number

• Sourced, analyzed and conducted due diligence on 40+ firms across professional, financial and medical services.
• Built firm infrastructure including securing private equity operating partners, third party service providers and advisory board comprised of nationally recognized business leaders. Prepared private placement.
• Partnered with private equity firm on $70M enterprise value opportunity to acquire a medically assisted treatment program with a national footprint.

Atlanta, Georgia, US

Drove company-wide initiatives for 600+ person Investments function globally, including M&A and growth activities and integration. Managed infrastructure to enable teams to perform at highest levels. Developed firmwide intellectual content platform which included managing/hiring top talent to align with strategic priorities and key client segments.

Atlanta, Georgia, US

• Evaluated mergers and acquisitions and managed key initiatives and strategic priorities, reporting to Global CEO.
• Evaluated mergers and acquisitions opportunities including $170M acquisition of Pell Rudman private wealth business, $60M acquisition of PowerShares (ETFs) and $100M acquisition of W.L. Ross & Co. (private equity).
• Co-led operating planning process for 50 top leaders from across the business, which became the strategic foundation.
• Oversaw and led deep dive of global investment teams as part of restructuring process, creating management reporting scorecard and metrics to develop strategic priorities and focus areas.
• Co-led restructuring of Global Institutional Business including investment platform, marketing and product line management functions, and sales and client service model.

Atlanta, Georgia, US

Managed strategic planning process, initiatives and ongoing reporting for Invesco’s US retail business ($340B assets and 1,500 employees), reporting to Americas CEO. Key advisor to CEO on crisis management and communication on strategy and key business developments.

Atlanta, Georgia, US

Selected into 2-year management rotational program (12 per class); included working on strategic initiatives directly for CEO of Europe, CEO of Invesco’s Private Wealth Management business, and CFO for direct mutual fund business.

Atlanta, GA, US

Responsible for managing volume reporting process and forecasting model for $600M US monthly beverage sales. Prepared/presented business briefings on unit case sales volume to division CEO, corporate CFO, and Investor Relations.

Atlanta, Georgia, US

Planned, directed, and coordinated all accounting operations and financial management of the center’s 12 African and Central American offices, with 25+ staff. Managed accumulation and consolidation of $1M multi-currency financial reporting, including implementing financial systems. Managed budget process and oversaw all aspects of financial reporting to.

Planned, organized, budgeted and executed audit engagements with budgets in excess of $1M for multi-national corporations. Supervised, trained and mentored teams of up to eight audit staff.

Master Of Business Administration - Mba, Finance, Marketing And Decision Science

Bs, Commerce In Accounting