Jim Davidson Email & Phone Number

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.

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.

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.

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 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

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

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.

Masters, Business - Finance And Accounting

Ba, Psychology; Political Science