News

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…

Avant® Advisory Group has been engaged to serve as the exclusive financial advisor for Rolling Green, Inc. Rolling Green, Inc. is an expert provider of tree care services, including trimming, removal, land clearing, wildfire restoration, utility…

Avant® Advisory Group is committed to strengthening children, families and communities, both nationally and locally, and is honored to sponsor Familybuilding Foundation, Heritage Christian School, 100 Companies that Care, and For the Children/Royal Family Kids. www.AvantAdvisoryGroup.com Avant Advisory Group,…

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 –…

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!

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…

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…

Congratulations to Royal Family KIDS for achieving the “Charity Navigator – Highest Four Star Rating”. We at Avant® are proud to sponsor such an incredible organization which does life-changing work for foster kids in the…

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…

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…

Newly formed Securities and Exchange Commission task forces will explore the use of the SEC’s increased data-mining capability as a way to detect financial-reporting fraud at corporations, the two leaders of one of the units…

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…