Jeff Villwock, Finance Expert in Atlanta (Buford), United States
Jeff Villwock

Finance Expert in Atlanta (Buford), United States

Member since January 18, 2017
Jeff has had a 40-year career with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff started freelancing with Toptal to find assignments where his experience in advising corporate clients in attaining their objectives and in providing modeling solutions.
Jeff is now available for hire

Career Highlights


Case studies



  • Trusted Advisor

    2018 - PRESENT
    Freelance Advisory Services
    • Designed the financial and operational restructuring plan for a $13-million lab company.
    • Modeled an acquisition strategy for an early-stage holding company in the new car dealership industry.
    • Modeled and carried out an affordable housing initiative to include real estate acquisition, rehabilitation, and resale.
    • Shaped and implemented a strategy to develop three senior living facilities, including procuring bond underwriting from Cain Brothers.
    • Gave advice to a former board member of a $400-million Italian-based industrial company on strategic alternatives.
    • Advised a dot-com entrepreneur on how best to expand services and advise clients on M&A activities.
    • Provided valuation and fairness opinion in the purchase of all the stock in a subsidiary not already owned by the parent company.
    Focus areas: Equity Valuation, Fairness Opinion Reports, Strategic Planning & Execution, Capital Markets, M&A (Buy-side), M&A Modeling, Three-statement Modeling, Financial Modeling, Corporate Restructuring, Financial Planning & Analysis (FP&A)
  • CEO

    2016 - PRESENT
    Lanier Securities LLC
    • Founded Lanier Securities in 2016, a FINRA member broker/dealer, primarily doing private placements of debt and equity.
    • Mentored and coached CEOs, serving as a trusted advisor, while leading related investment banking engagements.
    • Completed private placement of Series D preferred equity in investment advisory company.
    • Handled the private placement of senior debt for a craft brewing company.
    • Provided M&A advisory services on the potential sale of an investment advisory company to a hedge fund.
    Focus areas: Financial Planning & Analysis (FP&A), Three-statement Modeling, Excel Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Private Placements
  • Managing Director

    2006 - 2016
    Genesis Capital LLC
    • Completed three transactions valued at over $420 million during my last full year at Genesis Capital.
    • Advised as interim CFO, creating three-statement financial and operating models that resulted in 100% sales growth in two years.
    • Negotiated sale of a business to a strategic acquirer, successfully closing a $400 million transaction.
    • Built financial reporting package resulting in new bank lines of credit for a client.
    • Wrote offering memorandums for clients raising capital for an M&A transaction.
    • Negotiated investment by private equity into a client company.
    Focus areas: Financial Presentations, Financial Planning & Analysis (FP&A), Financial Reporting, Interim Management, Healthcare, Corporate Finance, Three-statement Modeling, Revenue & Expense Projections, Financial Modeling, Mergers & Acquisitions (M&A)
  • Founder | Managing Partner

    1999 - 2006
    Caymus Partners LLC
    • Founded an investment bank focused on the healthcare market completing 20+ merger, debt, and equity financing transactions.
    • Negotiated the purchase of IP from Harvard Medical School.
    • Advised in a proxy contest against the incumbent board of directors of Tenet Healthcare, the second-largest hospital company in the U.S. at the time, resulting in a change of governance and the replacement of the CEO and COO.
    • Advised a client's board of directors to institute a poison pill.
    • Negotiated the sale of a home healthcare company to a private equity-backed company.
    • Completed two Section 363 bankruptcy sales resulting in the full repayment of creditors.
    Focus areas: Debt Restructuring, Bankruptcy & Insolvency, Corporate Restructuring, Proxy Voting, Financial Markets, Healthcare Services, Mergers & Acquisitions (M&A), Private Placements
  • Senior Vice President — Research

    1997 - 1999
    The Robinson Humphrey Company
    • Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
    • Received second Wall Street Journal All-Star Analyst designation.
    • Rebuilt the healthcare research team and completed $750+ million in transactions including the successful IPO of Province Healthcare.
    Focus areas: Investment Research, Investment Banking, Healthcare
  • Partner and Director of Research

    1991 - 1997
    Johnson Rice & Co.
    • Built a seven-person institutional investment research department as the director of research, expanding the firm's investment research to include healthcare, retailing, and restaurants.
    • Named the number-one healthcare analyst by the Wall Street Journal.
    • Designed and implemented protocols to bring Johnson Rice research to institutional clients every morning before the market opened.
    • Worked with investment banking department on several projects, including with the co-manager with Merrill Lynch on shareholder rights offering, public offerings for funeral home, and hospital management companies.
    Focus areas: Healthcare, Investment Banking, Investment Research


  • Bachelor's Degree in Economics
    1972 - 1976
    Southern Methodist University - Dallas, TX, USA

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