Lumar Capital Advisory
Your Trusted Partner in Strategic Capital Advisory
Marketing Materials & Complimentary Services
Client ready investment presentations: managing client interaction, responses and data room management
Capital markets and technology analysis: ESG-focused trends, product pricing dynamics, market valuation impacts, and emerging investment opportunities in sustainable innovation
Preparation of investment memos, financial analyses, and strategic recommendations; conducting comprehensive due diligence and evaluating prospective partner alignment to ensure optimal fit
Expertly prepared Confidential Information Memorandums (CIMs) that showcase a business's strengths, opportunities, and financial potential with precision and professionalism.
Valuation Modeling:
Supporting the process throughout the full capital raise, diligence, valuing, structuring, and executing
Tier-1 modelling and Excel skills including strong accounting skills; building, analyzing, and reviewing, complex models
Contract Negotiations and PSAs:
With extensive experience in drafting and negotiating Purchase and Sale Agreements (PSAs) and other critical documents.
Branding & Market
Positioning Advisory
Our branding and marketing advisory services help businesses build a strong online presence, modernize websites and social media platforms, and strategically rebrand to enhance market positioning.
We focus on increasing customer awareness and engagement through tailored strategies that drive growth and elevate your brand.
including UX/UI design and graphic and branding design
Davide Marchica - Managing Partner
Davide is an experienced investment banker with a strong Wall Street background, specializing in M&A, corporate valuations, and financial modeling.
He excels in structuring deals, valuating businesses, giving market expert advice and guiding contract negotiations.
Davide’s expertise ensures seamless execution and maximum value for clients, making him a trusted partner in your capital raise or saleDavide's previously worked in M&A advisory at Nomura Greentech and in Leveraged Finance at Societe Generale.
Davide holds both a Masters in Corporate Finance from SDA Bocconi, and a Masters in Finance from Fordham-Gabelli
The Lumar Capital Advantage
With unparalleled experience in M&A advisory, we bring a unique blend of analytical rigor, financial acumen, and transactional expertise to every deal. Whether you’re looking to buy, sell, or merge, Lumar Capital is your trusted partner in creating value, mitigating risks, and achieving successful outcomes.
Let’s work together to shape the future of your business with solutions that drive growth and deliver results.
Contact Lumar Capital Advisory today
Lumar Capital Advisory Services
Partner with us to navigate your company’s next critical step. Whether you're raising capital, streamlining operations, expanding into new markets, acquiring revenue streams, or valuing your business, Davide brings Wall Street expertise and strategic insights to help you achieve your goals and maximize success.
Let’s build your future together.
Our Past Clients
Address
Connecticut
Atlanta
Montreal
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