Gary Shields Cfa

Gary Shields Cfa Email and Phone Number

Investment Banker, Board Member, and Venture Capitalist @ Finalis
Gary Shields Cfa's Location
Rancho Santa Fe, California, United States, United States
About Gary Shields Cfa

I provide investment banking services including M&A and capital formation advisory to growth companies. I also serve on select Boards of Directors. Through my affiliation with Finalis Securities, I have 400+ partner firms that cooperate and syndicate services resulting in comprehensive world class solutions for my clients. Call or email me if you have questions. Phone 619-851-8800Email gshields@avtechventures.comwww.avtechventures.comBackgroundI have decades of experience advising shareholders of emerging growth companies, helping to create innovative solutions that drive optimal valuations. My unique value derives from significant expertise as a senior investment banker, VC/PE investor, board member, and C-level executive with leading firms in New York, San Francisco, Chicago and San Diego. I have advised and/or invested in hundreds of successful emerging companies that are pursuing capital formation, mergers and acquisitions, strategic partnerships, or financial restructuring, from early stage through IPO or sale. I hold my Series 79 and 63 securities licenses as a Registered Representative of Finalis Securities LLC Member FINRA/SIPC..

Gary Shields Cfa's Current Company Details
Finalis

Finalis

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Investment Banker, Board Member, and Venture Capitalist
Gary Shields Cfa Work Experience Details
  • Avtech Ventures
    Managing Partner
    Avtech Ventures Jun 2000 - Present
    San Diego headquartered investment bank that provides advisory services to leading emerging growth companies both nationally and internationally. In addition to advisory services, the firm was founded as one of San Diego's largest venture capital firms. The firm has advised or held investments in dozens of companies from early stage through IPO and M&A transactions. I have led most of the advisory assignments and have been honored to serve on more than 20 boards.
  • Finalis
    Registered Representative + Ambassador
    Finalis Jan 2023 - Present
    San Francisco, Ca, Us
    I am pleased to partner with Finalis Securities LLC Member FINRA/SIPC to provide world-class investment banking services to our clients. Through Finalis, we combine 400+ partner firms who assist in completing transactions in all industries at all stages, from early stage to exit.
  • Curescience
    Board Of Advisors
    Curescience Jul 2020 - Present
    San Diego, Ca, Us
    CureScience Institute leverages early diagnostics, regenerative medicine, and immunotherapy to enable a new generation of curative personalized medicines. I advise the Institute regarding its potential partnerships and investments in advanced technologies.
  • Rhevision Technology, Inc.
    Chairman And Ceo
    Rhevision Technology, Inc. 2008 - 2011
    Recruited by two leading VC firms to be Chairman of Rhevsion which developed advanced lens technology spun out of the University of California San Diego. I led the company through a series of additional VC investments as well as a major contract awarded by the US Government.
  • Armorpoint
    Chairman And Ceo
    Armorpoint 2006 - 2007
    Armorpoint developed a SaaS based proprietary identity theft management solution that was successfully marketed to financial institutions. I led the company through its acquisition by Coastal Credit Solutions.
  • Tomotherapy
    Board Of Directors
    Tomotherapy 2001 - 2006
    Madison, Wisconsin, Us
    Leading-edge radiation oncology equipment company that completed its IPO and was then acquired by a large leading medical diagnostics company. Avtech was an early investor in the company and I was one of the lead directors who played an instrumental role on the board, holding positions on every committee.
  • Healthmedia
    Board Of Directors
    Healthmedia 2001 - 2006
    Ann Arbor, Michigan, Us
    Computer-based behavior management solutions. Acquired by Johnson & Johnson. Avtech was the first institutional investor and provided support throughout the life of the company. I worked closely with the company's CEO to craft the company's strategy and attract significant additional capital. I held positions on every committee of the board.
  • Ardesta, Llc
    Board Of Directors
    Ardesta, Llc 2001 - 2006
    Us
    $100 million successful private equity firm investing in companies with technologies used in healthcare, cleantech, electronics, energy, water, and other industries. I was a member of the Board of Directors, providing guidance to the highly qualified leaders of the firm.
  • Clark-Mxr, Inc.
    Board Of Directors
    Clark-Mxr, Inc. 2001 - 2006
    Dexter, Michigan, Us
    Advanced development of femtosecond laser technology used in automotive, healthcare and other technology-dependent industries. I held a lead position on the Board, sat on all committees, and negotiated a successful sale of company.
  • Sircon
    Board Of Directors
    Sircon 2001 - 2006
    A leader in life cycle management software to the insurance industry and acquired by Vertafore. I held a lead board position working closely with the founder, the management and other board members to help guide the company's strategy. I held positions on every board committee.
  • Amazingmail
    Board Of Directors
    Amazingmail 2001 - 2006
    Phoenix, Az, Us
    Direct mail marketing solutions to corporate, government and other segments. I worked with the management team and other board members to guide strategy for this very successful company. Company was acquired by XPressdocs.
  • Nomadix
    Board Of Directors
    Nomadix 2001 - 2006
    Woodland Hills, Ca, Us
    Developed and marketed ubiquitous network gateway devices for numerous industry sectors. Founded by internet pioneer Len Kleinrock, inventor of packet switching. Acquired by DOCOMO. I was one ot the lead directors working closely with management and the board to guide strategy, recruit management and attract significant additional investors.
  • Pivotal Post
    Board Of Directors
    Pivotal Post 2001 - 2006
    A leading provider of post production equipment to the studios in the feature film industry. I worked closely with the founder and management team to help guide strategy, manage growth and build this very successful company.
  • Medianet
    Board Of Directors
    Medianet 2001 - 2005
    Developed secure online services that facilitate media sharing among the major film and television production studios. I held a lead role on the board of this company as it went through major changes in strategy as well as management.
  • Favrille
    Board Of Directors
    Favrille 2003 - 2004
    Biopharma company that developed technology to boost the immune system. Company completed a successful IPO before merging with another company. I led Avtech's investment in this company as it approached the successful completion of its IPO.
  • Flemming, Lessard & Shields
    Co-Founder And Managing Director
    Flemming, Lessard & Shields 1995 - 2000
    San Diego and San Francisco based investment bank that advised hundreds of companies in M&A and capital formation strategies. I led campaigns advising companies through M&A, divestitures of subsidiaries, strategic planning for IPO exits, and capital formation.
  • Integrated Medical Systems
    Svp, Corporate Finance And Development
    Integrated Medical Systems 1992 - 1995
    I was recruited to leverage my technology and health care investment banking expertise for IMS which became a very successful pioneer in the health information industry acquired by Eli Lilly, returning 30x to investors. As an investor and senior executive of the company, I negotiated a major strategic alliance with McKesson Corporation resulting in a significant investment. I then selected the lead underwriters for the Company's anticipated IPO and during the IPO process, negotiated the all cash sale of the company to Eli Lilly.
  • The Chicago Corporation
    Head Of Health Care And Technology Investment Banking
    The Chicago Corporation 1991 - 1992
    I headed the health care and technology investment banking groups for this regional investment bank, assisting emerging companies with capital formation and mergers and acquisitions.
  • Robertson Stephens
    Head Of Environmental Services Investment Banking / Senior Research Analyst
    Robertson Stephens 1988 - 1991
    I was initially recruited as Senior Research Analyst and then joined the investment banking group of this leading major bracket investment bank known as one of the Four Horsemen in the investment banking industry. The firm underwrote some of the most successful IPO's and led some of the leading M&A transactions of the past 50 years.
  • Lf Rothschild
    Svp, Senior Research Analyst, Technology
    Lf Rothschild 1986 - 1988
    Based on my experience and expertise in technology investments, I was recruited as Senior Research Analyst to the acclaimed technology research team for LF Rothshild which was one of the most active investment banks focused on emerging technology and medical companies. I led investment recommendations for some of the most actively traded stocks on NASDAQ, AMEX and NYSE.
  • Technological Investors
    Partner, Portfolio Manager, Technology And Medical
    Technological Investors 1984 - 1986
    I was recruited to this this investment/hedge fund firm on Wall Street based on my experience and expertise in identifying successful companies that were leveraging advances in technology and medicine to build great enterprises. Our clients included companies, foundations, pension plans, and ultra high net worth families.

Gary Shields Cfa Skills

Venture Capital Start Ups Strategy Entrepreneurship Corporate Development Investment Banking Private Equity Business Strategy Investments Mergers And Acquisitions Portfolio Management Financial Analysis Business Planning Angel Investing Executive Management Management Strategic Partnerships Strategic Planning Leadership Corporate Finance Emerging Markets Mergers Financial Modeling Business Development Due Diligence Ipo International Business Saas Management Consulting Hedge Funds Business Valuation Funding Product Management Finance New Business Development Financial Structuring

Gary Shields Cfa Education Details

  • Georgetown University
    Georgetown University
    International Finance
  • University Of Cincinnati
    University Of Cincinnati
    Mcmicken Scholar

Frequently Asked Questions about Gary Shields Cfa

What company does Gary Shields Cfa work for?

Gary Shields Cfa works for Finalis

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What schools did Gary Shields Cfa attend?

Gary Shields Cfa attended Georgetown University, University Of Cincinnati.

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What skills is Gary Shields Cfa known for?

Gary Shields Cfa has skills like Venture Capital, Start Ups, Strategy, Entrepreneurship, Corporate Development, Investment Banking, Private Equity, Business Strategy, Investments, Mergers And Acquisitions, Portfolio Management, Financial Analysis.

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