Caliifornia M&A Advisors & Business Brokers

Meet the Team

Our seasoned business valuation experts, M&A advisors and business brokers provide great service and reliable results

Roy Martinez, CVA, CBB

M&A Advisor, Business Broker

(707) 778-2040


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.

Industry Experience

  • Roy is an industry generalist with experience in many sectors.
  • A focus area is wine industry products and services

Education & Accreditations

  • Masters in Business Administration, Harvard Business School – Boston, MA
  • Bachelor of Science, Civil Engineering, University of California – Berkeley, CA
  • Advanced coursework in business valuation, venture capital, strategic marketing

Professional & Civic Affiliations

  • Member, California Association of Business Brokers
  • Member, International Business Brokers Association
  • Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts
  • Former Member – North Bay Angels (2011-2012 Chair)
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