Jeffrey Villwock

Jeffrey Villwock

Atlanta (Buford), United States
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Jeffrey Villwock

Jeffrey 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 the outcome makes a meaningful difference to the client. He recently moved to live on a houseboat just outside of Atlanta.
Jeffrey is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Food & Beverage
  • Healthcare
  • Hospitality
Other Expertise
  • Executive Coaching
  • Growth Capital Raising
  • Growth Strategy
  • Investment Banking
  • Mergers & Acquisitions (M&A)
Employment
  • CEO
    Lanier Securities LLC
    2016 - PRESENT
    • Founded Lanier Securities in 2016 and is currently completing the process to become FINRA licensed firm.
    • 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 $35-500 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 2nd Wall Street Journal All-Star Analyst designation.
    • Rebuilt the healthcare research team.
    • Brought in the Province Healthcare IPO shortly after joining RH.
    • Completed $750M in transactions in my short time at RH.
    Focus areas: Healthcare, Investment Banking, Investment Research
  • Partner & Director of Research
    Johnson Rice & Co.
    1991 - 1997
    • Built a 7 person institutional investment research department as the director of research.
    • Named the #1 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
Education
  • Bachelor's degree in Economics
    Southern Methodist University - Dallas, TX, USA
    1972 - 1976
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