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Michael Ward,CFA


M&A Experience
20+ years

Additional Highlights

  • 20+ years of investment banking, advisory, capital markets and valuation experience

  • Former Managing Partner at Orchard MB

  • Former Managing Director at Boxwood Partners

  • Former President & Owner of International Assets Advisory, specializing in creation and design of various investment vehicles for capital raising purposes

  • Founder of, a  website  designed to make segments of the finance industry more accessible and transparent

  • Chapter Chair, YPO Orlando

  • Member/Former Member of YPO chapters (Florida, Orlando, Bahamas, Caribbean)

  • Chartered Financial Analyst (CFA)

  • Former Senior Grader, CFA Examination (10 years)

  • AdventHealth Sharing Smiles Board Member,
    two‐time nominee for Florida Hospital Volunteer
    of the Year


  • Board Member, Orlando Police Foundation

  • M.B.A. in Accounting/Finance from the Crummer Graduate School of Business at Rollins College

  • B.S. in Finance from Stetson University

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