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Designated Broker, Gary E. Lotzer


Professional Qualifications and Experience

The NEXUS Advisory Group is led by Gary E. Lotzer, who has more than 30 years of diverse business experience across a broad spectrum of industries.
 

Qualifications

Mr. Lotzer's combination of corporate finance, marketing, and operations skills have been successfully applied in venture-backed startup, turnaround, and high growth business stages. His expertise includes:

Gary Lotzer

• Business Plans
• Business Valuations

• Financial Modeling
• Industry Research

• Marketing Plans


Wide-Reaching Involvement

He has served in C-level roles of lower mid-market companies located in the US, Mexico, Europe, and Asia. Founding and co-founding multiple successful companies, he has personally negotiated and structured numerous debt and equity capital transactions. He has also participated in the OTC Bulletin Board (OTCBB) and American Express (AMEX)™ public capital listings.


Professional Career

Currently, Mr. Lotzer is a Partner at Vantera Partners, LLC, a corporate advisory and merchant banking firm in Newport Beach, California. He was also the Arizona Managing Director of Hunter Wise Financial Group, LLC™ and Hunter Wise Securities, LLC, an investment banking firm formerly with headquarters in Irvine, California. Prior to joining Vantera Partners and Hunter Wise, he was engaged in mergers and acquisitions as an independent intermediary.
 

Affiliations and Licenses

Professional affiliations include the American Institute of CPAs™ (AICPA), AICPA Forensic and Valuation Services section, and Arizona Society of CPAs™. He is a Certified Public Accountant (WI License No. 5757) and also holds the Accredited in Business Valuations (ABV) credential issued by the AICPA exclusively to licensed CPAs that complete their rigorous accreditation requirements. Mr. Lotzer also holds Series 82 and 63 SEC securities licenses, as required to conduct certain investment banking activities.
 

Educational Background

Mr. Lotzer is a graduate of the University of Wisconsin-Madison School of Business. He also attended the Thunderbird American Graduate School of International Management Executive Program.

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