Roy Martinez is a seasoned M&A advisor with over 35 years of experience spanning finance, venture capital, and engineering. A Harvard MBA graduate and former CFO, he specializes in business valuation and M&A for lower middle-market companies. Colleagues describe him as having strong financial skills and tremendous analytical capabilities.
Beyond his core financial work, Roy is dedicated to education, serving as an Adjunct Faculty member at Sonoma State University where he teaches finance and investment courses to both undergraduate and MBA students. He also shows a keen interest in the wine industry, attending industry-specific symposiums.
Unique fact: Roy began his career as a licensed Civil Engineer and was the top-ranked student in his graduating class at UC Berkeley.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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