Jim Davidson

Jim Davidson Email and Phone Number

President ►M&A | Due Diligence | Forensics | Turnarounds | Expert Witness @ Avant Advisory Group
Jim Davidson's Location
Orange County, California, United States, United States
About Jim Davidson

As Senior Leader in Financial Advisory & Management Consulting with decades of experience in mergers and acquisitions, operational turnarounds, financial restructuring, fraud identification, and mitigation, Jim Davidson helps companies, owners, & private equity firms secure higher economic value every day. He is a dedicated results-oriented professional ⇨ providing optimal, practical, and implementable solutions. He holds the following credentials: ** CPA, CFF, CFE, CTP, CIRA, CM&AA, CMAP, CGMA, CBA, CD **Since his early career with PricewaterhouseCoopers Jim has worked with entrepreneurial to multi-billion dollar corporations. He has led successful operational turnarounds and debt restructurings, acquisitions, investigations, and key strategic, financial and operational projects across multiple industries. As a Forensic, Fraud and Corporate Investigations expert, he has completed or led thousands of engagements involving forensic accounting, quality of earnings and operations due diligence, financial statement examinations, and has been designated Expert Witness in U.S. Federal and State Courts.Trustworthiness and clear communications are integral to strong leadership, and Jim has a reputation of utmost integrity, ethics, and dedication to quality work. He has been a university-certified instructor for graduate business/management accounting, finance, economics, ethics, auditing, critical thinking, and has presented on such topics as Strategic Case Study Failures at the University of California, Irvine, among other higher learning educational institutions.Jim brings extensive private industry experience as a CEO, COO, CFO, CRO, and multiple Board of Director and Committee Memberships. He has provided distinct improvement and increased value to and on behalf of many companies and private equity firms and their portfolio companies, including Unified Grocers, Tosco Corporation, Five Crowns Capital, Balmoral Funds, Falcon Investments, and many others.

Jim Davidson's Current Company Details
Avant Advisory Group

Avant Advisory Group

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President ►M&A | Due Diligence | Forensics | Turnarounds | Expert Witness
Jim Davidson Work Experience Details
  • Avant Advisory Group
    President ►M&A | Due Diligence | Forensics | Turnarounds | Expert Witness
    Avant Advisory Group Jan 2006 - Present
    Newport Beach, California, Us
    Avant Advisory Group is a premier, operationally focused financial advisory and management consulting firm that identifies and drives value by implementing improvements for companies, lenders, and investors operating in the middle-market.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬As a senior leader in financial, operational, strategic and corporate governance, he manages mergers and acquisitions and directs quality of earnings and operations due diligence engagements, as well as post-merger integration. Also, he leads operational turnarounds and troubled debt/financial restructurings as CRO, CRA, and CFO.Managing forensic, fraud and corporate investigations represent another core area of his capabilities, and he has been a Designated Expert Witness in both Federal and State Courts. Certifications:► Certified Public Accountant (CPA)► Certified in Financial Forensics (CFF)► Certified Merger & Acquisitions Advisor (CM&AA) ► Certified Merger & Acquisitions Professional (CM&AP)► Certified Fraud Examiner (CFE) ► Certified Insolvency & Restructuring Advisor (CIRA)► Certified Turnaround Professional (CTP)► Chartered Global Management Accountant (CGMA)► Certified Board Director (CD)► Certified Board Advisor (CBA)Advisory Services for the following:► Private Equity, Independent Sponsors, and Family Office Investors► Banks, Alternative Lenders, and other Capital Providers► Middle-Market Companies► Attorneys & Law Firms► Fiduciaries – Trustees & Receivers ***www.avantadvisory.com***Connect with me for more information.
  • Avant Advisory Group
    President & Ceo ► Acquisitions | Turnarounds | Restructurings | Investigations
    Avant Advisory Group Feb 1996 - Jan 2006
    Newport Beach, California, Us
    Leading Avant Diversified Holdings as the President and CEO, Jim managed all aspects of multiple company acquisitions, profitability, cash flow and operational improvement as both CRO and CFO. With an emphasis on turnarounds and financial restructuring, he led value creation for a variety of companies from consumer products to real estate and completed all acquisition due diligence and integrations. Details of accomplishments and responsibilities:► Investments and Acquisitions / Financial Planning and Operations ► Consumer Product and Service Company Profitability and Cash Flow Improvement, including complete Operational Turnarounds as Chief Restructuring Officer► Real Estate, Manufacturing and Food Processing Profitability Improvement & TurnaroundsConnect with Jim for more details.
  • Private Directors Association®
    Founding Member
    Private Directors Association® Sep 2020 - Present
    Frankfort, Il, Us
    We launched the Orange County Chapter of the Private Directors Association in September of 2020 because people want to join, advise or build private company boards. As of December 28th, we have 40 Founding Members. Join us.
  • B&A Investigative
    Chief Operating Officer ► Financial & Operational Consulting
    B&A Investigative Feb 2006 - Sep 2008
    As Chief Operating Officer and under contract with Avant Advisory Group, he conducted financial forensics, due diligence, and operational consulting for banks, private equity firms, and other capital providers for companies ranging to $1+ billion sales.In that role, he performed complex management activities in the areas of financial due diligence for mergers & acquisitions, turnarounds and troubled debt restructurings, financial forensics and fraud investigations.
  • Caliber Packaging Inc.
    Senior Vice President | Coo | Cfo | Board Of Directors / Executive Team Member
    Caliber Packaging Inc. Jan 1994 - Jan 1996
    Caliber Packaging was a consumer goods packaging and flexible containers design and distributions company with more than 25 years in the industry. Caliber Packaging is now part of TricorBraun.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬In 1994, he joined the senior management team at Caliber Packaging and led the corporate strategic, financial and operational turnaround and strategic implementation for this consumer goods packaging company, which included significant organic and acquisition growth.Jim also provided comprehensive management for all financial, legal, business administration and technology systems, and led as the key strategist facilitating all Board of Directors and senior management meetings, in addition to business strategy meetings with the executive committee members and senior management teams. Key accomplishments include:► Integral in increasing sales more than 200%, exceeding $125M ⇨ improving profitability and elevating company value by nearly 300% over a two-year period► Exceeded all benchmarks through the direction of due diligence, valuation, financing, and integration of the largest nationwide merger in the consumer packaging niche at the time► Improved inventory turnover and receivables reduction, pricing modifications, cost reductions, and operational improvements that significantly increased free cash flow
  • Unified Grocers
    Cfo (Interim) | Chief Accounting Officer ► Controls | Acquisitions | Turnaround
    Unified Grocers May 1989 - Jan 1994
    Commerce, California, Us
    Unified Grocers (“Unified”) is the largest retailer-owned wholesale grocery cooperative in the western United States. Unified offers independent retailers all the resources needed to compete in the supermarket industry.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬As Corporate Chief Accounting Officer and Controller and CFO of multiple subsidiaries, Jim was both a financial and operations executive for this $3B food processing, retailing, and wholesale distribution company, leading internal controls, accounting, financial reporting and SEC filings, technical research, and regulatory/tax compliance, mergers and acquisitions, and through a major turnaround.Managing a staff of up to 120, he was responsible for all budgeting and financial reporting functions for 10 divisions and 25 subsidiaries. Selected representative duties and accomplishments:► Led all mergers/acquisitions diligence and integrations, including a $100+ million multi-plant food and general merchandise wholesale/retailer with sales exceeding $700 million► Directed all SEC and public company financial reporting and compliance, forecasts, budgets, and projections► Coordinated financial statement audits and systems and controls implementation projects ► Responsible as CFO for 25 subsidiaries, ranging from $20M - $500M
  • Pricewaterhousecoopers
    Sr. Manager Audit/Consulting ► Audit/Investigations | M&A | Corporate Bankruptcy
    Pricewaterhousecoopers Jan 1978 - Apr 1989
    Gb
    PwC’s professional services include audit and assurance, tax and consulting that cover such areas as merger and acquisition transaction advisory, bankruptcies, turnarounds, financial restructuring, liquidations, forensic accounting, fraud investigations, SEC reporting, IPOs, and financial forensics. The company helps to resolve complex issues and identify opportunities across multiple industries.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬During his tenure at PwC as Sr. Manager, Audit, Transaction Advisory, and Distressed Consulting, he performed a comprehensive set of financial and business consulting activities including but not limited to the management of financial statement audits, SEC reporting and registrations, board of director and audit committee investigations, financial advisor for large national scale bankruptcies and Chapter 11 reorganizations, mergers and acquisitions, litigation support and expert witness, entrepreneurial, IPOs, and advisory for emerging/growth companies.He also provided consulting and financial statement audits for large public national and international companies in the following industries:► High Technology / Defense / Semiconductor Electronics► Industrial/Manufacturing / Oil & Gas Production and Refining► Retail/Wholesale Distribution, Food Processing, Packaging, Consumer Products/Services► Building Materials / Infrastructure Construction & Real Estate► Finance / Insurance/Professional Services►Capital Providers/ Private Equity / LendersIn addition to handling two of the nation’s largest bankruptcies as financial advisor in the 80s, he directed and coordinated several multimillion dollar financing initiatives in the area of securities registrations and private placements, including IPOs.

Jim Davidson Skills

Due Diligence Mergers And Acquisitions Restructuring Finance Financial Analysis Valuation Strategy Acquisition Integration Business Strategy Private Equity Analysis Turn Around Management Mergers Forensic Accounting Financial Reporting Accounting Forecasting Sarbanes Oxley Act Entrepreneurship Divestitures Auditing Certified Fraud Examiner Debt Restructuring Internal Controls Acquisitions Business M&a Due Diligence Fraud Ipo Business Process Improvement Financial Advisory Business Valuation Turnaround Specialist Sec Filings Tax Expert Witness Corporations Financial Audits Operational Due Diligence Financial Forensics Business Investigations Fraud Investigations Corporate Investigations Financial Due Diligence Fraud Analysis Business Due Diligence Quality Of Earnings Analysis And Diligence Financial Expertise Business Diligence Senior Executive

Jim Davidson Education Details

  • University Of California, Irvine - The Paul Merage School Of Business
    University Of California, Irvine - The Paul Merage School Of Business
    Business - Finance And Accounting
  • Uc Irvine
    Uc Irvine
    Psychology; Political Science

Frequently Asked Questions about Jim Davidson

What company does Jim Davidson work for?

Jim Davidson works for Avant Advisory Group

What is Jim Davidson's role at the current company?

Jim Davidson's current role is President ►M&A | Due Diligence | Forensics | Turnarounds | Expert Witness.

What is Jim Davidson's email address?

Jim Davidson's email address is j.****@****bal.net

What is Jim Davidson's direct phone number?

Jim Davidson's direct phone number is +171492*****

What schools did Jim Davidson attend?

Jim Davidson attended University Of California, Irvine - The Paul Merage School Of Business, Uc Irvine.

What are some of Jim Davidson's interests?

Jim Davidson has interest in Judo And Wrestling, Personal Development, Coaching And Officiating, Rafting, Helping Kids, History, Volunteer And Charity Work, Investments, Education, Science And Technology.

What skills is Jim Davidson known for?

Jim Davidson has skills like Due Diligence, Mergers And Acquisitions, Restructuring, Finance, Financial Analysis, Valuation, Strategy, Acquisition Integration, Business Strategy, Private Equity, Analysis, Turn Around Management.

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