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Jeff Villwock

Jeff Villwock

Atlanta (Buford), United States
Member since January 12, 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 has recently begun freelancing with Toptal to find assignments where his experience in raising capital, advising CEOs and selling companies can assist clients in attaining their objectives.
Jeff is now available for hire
Career Highlights
Academic Highlights
Case studies
  • Capital Advisory
  • Financial Modeling
  • Growth Capital Raising
  • Growth Strategy
  • Investment Banking
  • Leveraged Finance
  • Mergers & Acquisitions (M&A)
  • Three Statement Operating Model
  • CEO
    Lanier Securities LLC
    2016 - PRESENT
    • Founded Lanier Securities in 2016 (a FINRA member broker/dealer), primarily doing private placements of debt and equity.
    • Worked on the primary objective which was to assist companies in reaching their potential through private placements and other advisory activities.
    • Partnered with good companies to provide growth capital and advise through a profitable exit.
    • Worked with companies on fine-tuning business plans and planning for growth.
    • Became a trusted adviser to the CEO.
    Focus areas: Private Placements, M&A, Business Plan Development, Revenue & Expense Projections
  • Managing Director
    Genesis Capital LLC
    2006 - 2016
    • Completed three transactions valued at over $420 million during my last full year at Genesis Capital.
    • Acted as one of the three managing directors for a boutique M&A firm that focused on transactions between $35 to 500 million.
    • Served as the chief compliance officer.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Revenue & Expense Projections, Three Statement Operating Model
  • Founder | Managing Partner
    Caymus Partners LLC
    1999 - 2006
    • Founded an investment bank focused on healthcare transactions.
    • Completed over 20 transactions.
    • Sold a company to my partners to rejoin my former partner at Genesis Capital.
    • Licensed the firm as a new broker/dealer with FINRA.
    Focus areas: Private Placements, Mergers & Acquisitions, Healthcare Services
  • Senior Vice President - Research
    The Robinson Humphrey Company
    1997 - 1999
    • Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
    • Received my second Wall Street Journal All-Star Analyst designation.
    • Rebuilt the healthcare research team.
    • Brought in the Province Healthcare IPO shortly after joining RH.
    • Completed $750 million in transactions in my short time at RH.
    Focus areas: Healthcare, Investment Banking, Investment Research
  • Partner and Director of Research
    Johnson Rice & Co.
    1991 - 1997
    • Built a seven-person institutional investment research department as the director of research.
    • Named the number-one healthcare analyst by Wall Street Journal.
    • Expanded the firm's investment research to include healthcare, retailing, and restaurants.
    • 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: Investment Research, Investment Banking, Health Care
  • Bachelor's degree in Economics
    Southern Methodist University - Dallas, TX, USA
    1972 - 1976
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