In The Media

Avant® Advisory Group is proud to announce that Founder and President James F. Davidson (CIRA, CTP, CM&AA, CM&AP, CEPA, CPA, CFF, CFE, CGMA, FCPA, CD, CBA) has been featured in the Global Advisory Experts 2026…

James F. Davidson Named Among 2026 Banking and Finance Visionaries James F. Davidson of Avant® Advisory Group has been recognized as one of the 2026 Banking and Finance Visionaries by Business by Los Angeles Times…

Avant® Expertise Strategic Risk Advisory Merger & Acquisition Advisory, Buy & Sell-Side Quality of Earnings Exit & Strategic Planning Advisory Profitability/EBITDA Improvement / Value Enhancement Post-Acquisition Working Capital / Earnout Dispute Resolution Corporate Governance, Interim C-Suite,…

NEWPORT BEACH, CA, UNITED STATES, December 19, 2025 — We proudly announce that Jim Davidson, president and founder of Avant® Advisory Group, has earned the Certified Exit Planning Advisor (CEPA) designation, awarded by the Exit Planning Institute (EPI). This…

We are thrilled to announce that Jim Davidson, President and Founder of Avant® Advisory Group, has been recognized as an “Icon” in the ABF Journal’s prestigious 2025 Legends & Leaders issue. This inaugural edition celebrates top professionals across the specialty finance…

Securing Value Mergers & Acquisitions – Quality of Earnings / Sell Side Preparation Profitability/EBITDA Improvement / Value Enhancement Post-Acquisition Working Capital / Earnout Disputes Resolution Corporate Governance, Interim C-Suite, CRO & CFO Services Litigation Support…

NEWPORT BEACH, CA, UNITED STATES, March 27, 2025 – Avant® Advisory Group is proud to announce that IR Global has selected James F Davidson, Avant’s founder and president, to represent the firm as IR Global’s exclusive turnaround professional in California,…

Congratulations Banking & Finance Visionaries of 2025! Jim Davidson, CIRA, CTP, CM&AA, CM&AP, CPA, CFF, CFE, CGMA, FCPA, CD, CBA has been featured in the annual Banking & Finance Visionaries 2025. Jim is president and founder of Avant® Advisory…

We’re proud to announce that Jim Davidson has been featured in the Bankruptcy & Restructuring 2024 Virtual Roundtable This insightful discussion explores rising corporate debt levels, industries most at risk, and predictions for 2025. Other…

Securing Value Mergers & Acquisitions – Quality of Earnings / Sell Side Preparation Profitability/EBITDA Improvement / Value Enhancement Post-Acquisition Working Capital / Earnout Disputes Resolution Corporate Governance, Interim C-Suite, CRO & CFO Services Distressed –…

Join Jim Davidson and an expert panel discussing utilization of specialists in turnarounds and workouts. July 8, 2024 | 11:15 AM – 12:00 PM | Dana Point, CA | Waldorf Astoria Monarch Beach Drawing inspiration…

Jim Davidson of Avant® Advisory Group is featured on the cover of The Enterprise World’s latest magazine issue, “The Most Dynamic Business Executives To Watch In 2024.” This month’s issue honors the leaders who are…

As it has done over several years, Avant® continues its sponsorship of For The Children and its Annual Gala which celebrates the work of For The Children staff and volunteers as they continue to mobilize…

Jim Davidson of Avant® Advisory Group is featured in the L.A. Times Banking and Finance Trends, Updates and 2024 Visionaries. In this fourth annual edition of our Banking and Finance Magazine, L.A. Times B2B Publishing is pleased…

Avant® Advisory Group Advised Christ Real Estate Investments in its acquisition of distressed properties.

Avant® Advisory Group Advised Marta Rudat, DDS in her acquisition of OC Dental Specialists, a Cosmetic Dentistry Practice.

Securing Value: Mergers & Acquisitions – Quality of Earnings / Sell Side Preparation Profitability/EBITDA Improvement / Value Enhancement Post-Acquisition Working Capital / Earnout Disputes Resolution Corporate Governance, Interim C-Suite, CRO & CFO Services Distressed –…

Join friends and colleagues for an educational webinar on the topic of: Pitfalls, Risks, and Deal Breakers Surfaced (or Should Have Been) by a Quality of Earnings Analysis Date & Time: Time: Apr 20, 2023…

Avant Advisory Group sponsored Heritage Christian School in hosting the 16th Annual Golf Tournament and Helicopter Ball Drop on May 15, 2023 at the beautiful Mission Viejo Country Club!

As it has done over several years, Avant® continues its sponsorship of For The Children (https://www.forthechildren.org/corporate-sponsors) and its Annual Gala which celebrates the work of For The Children staff and volunteers as they continue to…

Avant® Advisory Group: Serving the Middle Market with a Value-Driven Approach Avant® is comprised of seasonal financial and operational experts, including certified public accountants (CPAs) that specialize in niches such as mergers & acquisitions, financial…

Jim Davidson of Avant® Advisory Group is featured in Los Angeles Times Banking and Finance: Trends, Updates and Visionaries. L.A. Times B2B Publishing is pleased to announce the third annual Banking and Finance: Trends, Updates & Visionaries magazine.…

Newport Beach, CA – Avant® Advisory Group (http://avantadvisory.com) announces that Analysis Team, Inc. (httpss://analysisteam.com/) has merged its practice into Avant® as of January 2023. For 27 years, Analysis Team, Inc. has deployed software solutions that…

Avant® Advisory Group acted as exclusive M&A Advisor to Elite Global Solutions, Inc. in its acquisition by CFS Brands. Newport Beach, CA – Avant® Advisory Group — is pleased to announce the sale of Elite Global…

Jim Davidson of Avant® Advisory Group is featured in Orange County Banking and Finance Trends Updates and Visionaries The TimesOC B2B Publishing Team is proud to introduce a new annual publication, Orange County Visionaries – Trends, Updates &…

Transaction Announcement Avant® Advisory Group represented Reborn Cabinets in its sale to Renovo Home Partners Newport Beach, CA – Avant® Advisory Group- is pleased to announce the sale of Reborn Cabinets (“Reborn” or the “Company”)…

The Bankruptcy & Restructuring Roundtable panel is produced by the L.A. Times B2B Publishing team in conjunction with Avant® Advisory Group; Greenberg Glusker LLP; and M-Theory Download PDF

Jim Davidson of Avant® Advisory Group is recognized by Los Angeles Business Journal, “Leaders of Influence: Private Equity Investors & Advisors” With the unique and uncharted scenarios that we all faced over the last couple of years, growing…

Jim Davidson of Avant® Advisory Group is recognized by Los Angeles Business Journal, “Leaders of Influence: Private Equity Investors & Advisors” With the unique and uncharted scenarios that we all faced over the last year and a half,…

Jim Davidson of Avant® Advisory Group is featured in Banking and Finance: Trends, Updates and Visionaries. We are excited to announce our first Banking and Finance Magazine from the Los Angeles Times Brand Publishing team. This issue will…

Jim Davidson of Avant® Advisory Group is recognized by Los Angeles Business Journal, “Leaders of Influence: Private Equity Investors & Advisors” Regardless of what is happening in the world around you, the right private equity investor or advisor…

Avant® Advisory Group helps companies access financing through both the paycheck Protection Program and the Economic Injury Disaster Loan Program. When it comes to quick pivots at the outset of COVID-19, consider that of Avant Advisory…

Jim Davidson of Avant® Advisory Group will be joining a panel to examine the provisions of the CARES ACT and SBRA, advantages over traditional Chapter 11 filing, as well as the range of consensual out-of-court restructuring options which…

Global economic distress and the uncertainty of the “new normal” have significantly changed the areas of focus in transactional due diligence, underscoring the limitations of the pre-crisis approach. The panel will discuss best due diligence…

This badge was issued to James F. Davidson on December 31, 2008 CPAs who earn the AICPA’s Certified in Financial Forensics (CFF) credential demonstrate expertise in forensic accounting through competency, experience and adherence to professional…

Join Jim Davidson of Avant Advisory Group along with a distinguished panel of certified fraud examiners, investigators, and counsel to discuss timely topics, such as the warning signs of corporate fraud and issues which may go unnoticed from the…

Join Jim Davidson of Avant® Advisory Group and a panel of distinguished M&A veterans as we discuss topics such as the involvement of independent sponsors in the deal process, financing independent sponsor transactions, and independent sponsors. PANEL: Terry…

Avant® Advisory Group is proud to congratulate these exceptional investors from Balmoral Funds. 2019 Most Influential Private Equity Investors.

Join Jim Davidson of Avant® Advisory Group and a panel of distinguished M&A veterans as they discuss the networks they have developed over the years. Along with how to utilize them now, in a robust M&A. About Topic: Economics…

Join Avant® Advisory Group in its sponsorship of the Royal Family Kids Now Gala event in celebrating nearly 130,000 changed lives!Click the link below for tickets that support the transformation of communities nationwide. Buy Tickets

OCTN Meeting April 2019 – Recent Trends Affecting M&AWhat are the recent trends affecting M&A Moderators Ed Bernabeo, VP Relationship Manager Business Banking, Banc of California Stan Marcus, Managing Director, Capital Business West LLC/AeroPay Express…

Join a panel of M&A experts discussing topics such as market overviews, transactions structure, data analytics and more! SPEAKERS: Richard Andersen, Founder and CEO, ShareVault James D. Rosener, Head of International Practice Group, Managing Partner,…

Moderator – Opus Connect, Los Angeles Join us as a panel of deal veterans share valuable lessons learned from tough deals and failed transactions. Issues addressed will include buyer mistakes, over valuation, poor structuring, cultural…

James F. Davidson had the honor of speaking alongside other key Mergers & Acquisitions experts on the Expert Webcast, “Expert Webcast Panel Discussion.” This complimentary on-demand webcast panel discussion is available for your viewing. Join us…

Avant® Advisory Group is a proud sponsor of Royal Family KIDS and Teen Reach and the positive impact they make. Visit their sponsor booths at the FCCI 2018 International Summit.

We invite you to follow us on LinkedIn for news, info, and tips providing guidance to position your business to be operationally and financially stronger. Follow Us

James F. Davidson had the honor of speaking alongside other key Merger & Acquisitions experts on the Expert Webcast, “M&A Due Diligence – Live Video Roundtable.” This complimentary on-demand webcast panel discussion is available for your…

James F. Davidson had the honor of speaking alongside other key Merger & Acquisitions experts on the Expert Webcast, “Middle Market Buyouts – Private Equity & Family Offices.” This complimentary on-demand webcast panel discussion is available…

Discover how our client-focused approach sets Avant Transaction Advisory Group apart as a premier M&A advisory firm. VIEW MERGERS, ACQUISITIONS & TRANSACTION SUPPORT SERVICES

Avant® Advisory Group is a proud premium table sponsor of the 16th Annual Dealmaker Marketplace Private Equity Event. View Webcast

Avoid the potential pitfalls of your merger or acquisition. Read our comprehensive guide to help ensure a successful transaction. View the Ultimate Guide

We are pleased to invite you to attend an Expert Webcast panel discussing Distressed Asset Acquisitions featuring Avant® Advisory Group Managing Director & President, James F. Davidson. PANEL: Norman Kinel, Partner, National Chair of the Firm’s Creditors’ Committee…

Avant® Advisory Group’s recent restructuring project brought a great result for both the borrower and the lenders. Through Avant’s continuing efforts the client was able to prevent a potential bankruptcy situation and reposition itself for…

Be Objective and Keep an Open MindOne of the most important factors when handling a transaction is to be objective and keep an open mind throughout the process. Davidson suggests not ever allowing your emotions…

Avant® Advisory Group is well suited to act in fiduciary capacities or to support fiduciaries such as trustees, receivers, and monitors in bankruptcy, fraud, and other situations. We are well positioned to help in complex…

Thanks in part to the generosity of Avant® Advisory Group, ACG Los Angeles was pleased to present this educational and fun event for LA business professionals on October 15 at the California Club. Along with an…

Newport Beach, California, December 24, 2009 Don McNamara, Certified Management Consultant (CMC), has joined the sales and revenues management and C-Suite, turnaround, and mergers and acquisitions practices of Avant® Advisory Group (www.AvantAdvisory.com), a premier management…

Newport Beach, California, December 24, 2009, Waypoint Leadership Inc., a Newport Beach based firm that focuses on strategic project execution and acceleration, and Avant® Advisory Group (www.AvantAdvisory.com), a premier management consulting firm, have partnered to provide world class…