Gary Shields Cfa Email & Phone Number

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Msfs, Edmund Walsh School Of Foreign Service, International Finance

Ba, Political Science And Economics With Honors, Mcmicken Scholar