Linh Xavier Vuong

Examiner
DISC Type : sc

Affiliated Partner at Finalis

Orange County, California, United States

Overview

Linh Vuong is a Principal at FHWV Partners and an Affiliated Partner at Finalis with over 25 years of experience in M&A and transaction advisory. A UC San Diego graduate with Series 7 and 63 licenses, he is described by colleagues as trustworthy, creative, and a terrific team builder.

[No public information available about personal life]

He co-founded DealFlow Source, a startup fintech platform focused on buy-side M&A sourcing.

Personality Overview

Unexpressive

Overcautious

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

M&A Deal Sourcing
Co-founded DealFlow Source, an M&A sourcing platform, and has direct experience in sourcing proprietary deal flow for acquisition strategies.
Transaction Advisory
He has led transaction advisory services at FHWV Partners for over a decade, advising on financial and transactional matters.
Fintech Platforms
Demonstrated interest and entrepreneurial experience by co-founding DealFlow Source, a fintech platform for the M&A industry.

Media Appearances

Linh has no verified media appearances

Work History

2-2022
Affiliated Partner at Finalis
1-2010
Principal, Transaction Advisory at FHWV Partners, LLP
10-1994 - 12-2009
Partner at Wealth Management and Advisory Group at Morgan Stanley Smith Barney at Morgan Stanley Smith Barney

Education

1987 - 1992
B.A. from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 31 Location : Orange County, California, United States Job Level : Senior Designation : Affiliated Partner at Finalis
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Insights For Selling To Linh Xavier

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Linh Xavier is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Linh Xavier

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Linh Xavier move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Linh Xavier take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Linh Xavier

Personality Compatibility


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