Roy Martinez, CMAP, CVA

Commander
DISC Type : D

Lower Middle Market m&a Intermediary and Senior Business Valuation Analyst at Exit Strategies Group, Inc.

Petaluma, California, United States

Overview

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.

Personality Overview

Impact-Driven

Very Quick

Decisive

They are less concerned about the product and more about its potential impact.  They do not care very much about building rapport or relationships. They prefer to move quickly, and expect the same from others.

Topics They Care 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.
The Wine Industry
He previously served as interim CFO for WineDirect and recently attended the Unified Wine & Grape Symposium, showing an ongoing connection to the sector.

Media Appearances

Roy has no verified media appearances

Work History

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

Education

MBA from Harvard Business School
BS from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 40 Location : Petaluma, California, United States Job Level : Mid-senior Designation : Lower Middle Market m&a Intermediary and Senior Business Valuation Analyst at Exit Strategies Group, Inc.
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Insights For Selling To Roy

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roy is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Roy

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Roy move?

  • If convinced, they can reach decisions quite fast.
  • Can Roy take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Roy

Personality Compatibility


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