Roy Martinez, CMAP, CVA in

Roy Martinez, CMAP, CVA

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Lower Middle Market m&a Intermediary and Senior Business Valuation Analyst at Exit Strategies Group, Inc.
📍 Petaluma, California, United States

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.

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Experience
40 Years
Current Role
Lower Middle Market m&a Intermediary and Senior Business Valuation Analyst
Job Level
Mid-senior
Location
Petaluma, California, United States
Personality Overview

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Priorities

Topics Roy cares about

M&A for SMBs
His career is dedicated to advising lower middle-market companies ($5-50 million in revenue) on mergers, acquisitions, and exit strategies.
Business Valuation
As a Certified Valuation Analyst (CVA), he provides appraisal services for shareholders, attorneys, and banks, indicating deep expertise in this area.
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Career

Work history

2013
Lower Middle Market m&a Intermediary and Senior Business Valuation Analyst
Exit Strategies Group, Inc.
2012
Adjunct Faculty
Sonoma State University
2011 - 2012
Interim CFO/VP Finance
WineDirect
2007 - 2010
CFO
TodoCast, Inc.
2005 - 2010
CFO
IP Access International, Inc.
In the press

Media appearances

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Education
MBA
Harvard Business School
BS
University of California, Berkeley
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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