Carlos Sava

About

Achievements

Investment banking and M&A career with approximately $2 billion in transaction value. Chartered Financial Analyst (CFA) charterholder. CPA (inactive)

Describe the most impressive thing you've done.

Skills

Corporate Finance Financial Analysis Accounting Mergers & Acquisitions Venture Capital Business Strategy Capital Markets Certified Public Accountant CFA Due Diligence Financial Models Investment Banking Investment Management

Locations

Milwaukee Chicago

Experience

Clarendon Capital Management

Founder, Portfolio Manager 2012 - Present (almost 15 years)

Value investment firm focusing on public equities and minority positions in small businesses.
Also lead search fund/succession mandate to acquire a small business.

ProCFO Partners

Principal/CFO 2019 - 2024 (almost 5 years)

Fractional CFO and advisor to mid-sized business to lead F&A, strategy, and create value. Worked with businesses across various sectors including IT, reselling/distribution,... more

TRADOH

Advisor 2018 (9 months)

Founder

Clarendon Capital Management

Employee

ProCFO Partners

Advisor

TRADOH

Education

Q&A

What's the best way for people to get in touch with you?

[email protected]