Florida Capital Advisors advises owners of privately held companies on strategies to grow, monetize, and diversify the enterprise value of their business.
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Prior to forming Florida Capital Advisors, Chuck served as President, Bank Division of Florida Capital Bank, N.A. from 2010-2014. He spent 21 years with Wachovia Bank (now a Wells Fargo Company) where he advised shareholders of middle market companies on optimal capital structures, enterprise value growth strategies, ownership transition, liquidity options and managing wealth. Chuck has a Bachelor’s of Science in Finance and is a Certified Merger & Acquisition Advisor (CM&AA), granted by the Alliance of Merger & Acquisition Advisors and taught at DePaul University. Additionally, he holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. He is experienced in raising private capital, corporate restructuring, divesting of non-strategic assets and operating a privately held company.
Contact Chuck at 407.540.5802 or email@example.com
Peter has worked in a commercial banking and financial advisory capacity for nearly 30 years. As a Director with Florida Capital Advisors, Peter works with privately held companies on businesses wealth advisory and commercial banking. The business advisory work includes shareholder value growth and owner transition strategies Peter also continues to fulfill his clients’ traditional commercial banking and SBA/USDA financing needs. Throughout his career, Peter has worked with companies in numerous industries including those in the manufacturing, medical and wholesale distribution fields. Prior to joining Florida Capital in March 2007, Mr. Allport spent 20 years with Wachovia Bank (now a Wells Fargo Company) in a similar capacity. Mr. Allport earned a Bachelor’s degree in Economics from Rollins College and is a past President of the Winter Park Racquet Club. Peter has also earned the CEPA designation from the Exit Planning Institute.
Contact Peter at 407.540.5806 or firstname.lastname@example.org
Pam has worked in banking and finance for 20 years , including 12 years with SunTrust Bank in various capacities including middle market banking , as well as financial and industry analysis. Over her career, Pam has worked with numerous privately owned companies in the health care, manufacturing, information technology, wholesale distribution and retail industries.Prior to joining Florida Capital Advisors she owned and operated a retail services company, which she sold to a strategic buyer. She holds a Bachelor of Science degree from Ohio University and a Master’s of Management (MBA) from Northwestern University.
Contact Pam at 407.540.5810 or email@example.com
Eliane has worked in banking and finance for 16 years, in various capacities including portfolio management, client support, financial and industry analysis. Prior to joining Florida Capital Advisors, Eliane spent 7 years with Florida Bank of Commerce and 7 years with Wachovia Bank, now a Wells Fargo Company. Over her career, Eliane has worked with numerous privately owned companies in the manufacturing, information technology, wholesale distribution and healthcare industries. She holds a Bachelor’s degree in Finance from the University of Florida. She serves on the executive board for a local not-for-profit educational organization.
Contact Eliane at 407.540.5809 or firstname.lastname@example.org