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Michael Ward,CFA

MANAGING DIRECTOR

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 valuations.com, 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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