With over 20 years of business management, venture capital, mergers and acquisitions (M&A), finance, engineering, and business appraisal experience, J. Roy Martinez now specializes in the valuation of small to mid-sized privately-held companies for business owners, lending institutions, CPAs, attorneys and others, for a variety of purposes including M&A, estate and gift taxes, buy-sell agreements, debt and equity financing, exit/succession planning, reorganizations, bankruptcy, C to S Corp conversions, dissolutions and litigation support. Roy also is also involved in small business brokerage and lower middle market M&A work.
Previously Roy was the Chief Financial Officer (CFO) of a $25MM wine fulfillment company. Prior to that, Roy was the CFO of multiple satellite services companies. Roy also has six years of venture capital and private equity experience: two years at a venture capital firm and 4 years at Intel Capital, the largest and most active strategic investment group. And before that Roy held multiple finance and marketing positions and spent 5 years in engineering.