Summary

Overview

Work History

Education

Skills

Websites

Affiliations

Accomplishments

Languages

References

Timeline

Eduardo (Ed) Perez

Sugar Land,TX

Summary

Over 20 years of expertise in the financial and wealth management industry, investment banking, private equity, private corporate development and business consulting. Senior Executive and Investor in hedge funds, international private equity firms, with specialized skills in business growth, fund development, and client relations. Partner in multiple private equity firms and hedge funds, demonstrating successful business risk assessment, financial analysis and international private equity skills. Influential in overseeing mergers and acquisitions, corporate governance and finance, business expansion & strategic oversight.

Overview

years of professional experience

Work History

Director of Sales And Business Development

Strategic CFO

04.2023 - Current

Providing financial advisory, consulting and accounting professionals firm with $5,000 and more in revenues.
Ascertain meetings with C level decision makers and discuss how to improve their internal financial reporting.
Brought over 50 high end and key relationships to the firm which were converted to revenues.
Brough private equity synergies o the firm, jointly collaborated and brought higher value to clients.

Senior Vice President- Latin America

The Wright Global Group LLC.

01.2017 - Current

Actively seeking Private Equity Investment opportunities in Mexico and Latin America
Our group actively seeks to make a positive economic development impact in the area by mainly investing in the Energy,Mining, Infrastructure and Tourism industry.
Providing investment capital to projects in Latin America.

Co-Founder - CFO Premium72 Capital

01.2017 - 04.2023

Lead private equity management and portfolio accession.
Engage in asset gathering efforts, participating in portfolio companies board decisions.
Brought over $200M in assets to the firm from International clients.

Chief Financial Officer/Consultant

LEGOTEC

01.2014 - 01.2015

Consulted and guided strategic cost analysis/corporate turnaround to international owners and CXO managers.
Explored join venture opportunities with Colombian and USA companies, successfully managing international business growth initiatives.

Co-Founder & Managing Director

DuVal Partners LLC.

01.2009 - 01.2013

Led a Joint Venture agreement with international companies, expanding business growth and producing revenue in multiple countries, in the Middle East and Latin America.
Sold the company after successfully completed over $20M in EBITA to a firm Bahrain.

Director Of Business Development

Avangard Innovative

01.2008 - 01.2012

Spearheaded investment strategies in mid-size and Fortune 500 companies, specializing in sustainable product investment and funding mechanisms.

Managing Principal

MXD Financial

01.2004 - 01.2008

Negotiated and secured multi-million dollar investments with a focus on international luxury hotels and resorts, managing hedge-fund and investment opportunities in international markets.

Chairman

Conficasa Mortgage International

01.2000 - 01.2008

Co-founder and designer of an international “Cross Boarder” mortgage product for properties in Mexico, with a product successfully expanding to $380M.

VP Venture Capital

Breco Holdings Inc

01.1997 - 01.2000

Oversee financial and investment strategies, successfully leading hedge fund growth and development, building a diverse portfolio of investments and fund development.

Sr. Vice President

Merrill Lynch

01.1992 - 01.1997

International Wealth Management services
Responsible for setting up family trusts and diversified investment portfolios
Transition to international investment banking.