ABOUT MERGIUM
Mergium specializes in M&A / Capital Raising and other financial advisory services, advising companies in healthcare services, education/knowledge, and other industries. We work with companies of any size. Our clients include businesses, private investors, institutional investors, private individuals and families.
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In Mergers and Acquisitions, we act as financial advisors for Sellers and Buyers. We bring more than 25 years of experience in the execution of transactions domestically and cross border. We are also financial advisors for equity and debt financing. We provide advise in private offerings in the US and other countries.
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We have established deep and broad relationships with strategic and institutional investors globally and continually identify and qualify new investors. We review prospective deals based on our knowledge of investors and the opportunities they seek.
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Our office is located in Fort Lauderdale, FL.
Luis has been President of Mergium Advisors for 16 years.He provides assistance to clients in mergers and acquisitions, sale of companies, capital raising (debt/equity), business valuations, joint ventures, project finance, and pre-M&A analysis and planning.
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Luis has been fully dedicated to corporate finance during the last 29 years. He has spent those years working in the US and in emerging markets serving private/family-owned, middle market and Fortune 500 companies. Luis has worked in domestic and cross border transactions. He has extensive international experience.
Luis has executed transactions in a broad range of industries. He has led M&A, capital raising transactions, and project finance engagements in education, healthcare services, business services, manufacturing, logistics, technology, agribusiness, renewable energies, media, oil and gas, power generation, consumer products, financial services, and chemicals.
He is also an expert in business valuations having performed more than 200 valuations during the last years. He has experience in valuation of intangible assets and valuation for financial reporting purposes.
​Luis spent most of his professional career at KPMG Corporate Finance (investment banking arm of KPMG) where his last position was Partner/Director. He also was a Managing Director - Investment Banking at INTL FCStone Inc. (today StoneX (NASDAQ: SNEX)) and the CFO for Latin America at The Western Union Co (NYSE: WU).
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EDUCATION: PhD and Masters degrees in Economics from the University of Notre Dame and a B.S. degree in Industrial Engineering from Universidad del Valle.
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REGISTRATIONS: FINRA (Financial Industry Regulatory Authority). Categories: Investment Banking Principal, Investment Banking Representative, Private Securities Principal, Limited Representative - Private Securities Offerings, General Securities Principal, General Securities Representative.
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EXAMINATIONS PASSED: FINRA Series 79 (Investment Banking Registered Representative), FINRA Series 7 (General Securities Representative), FINRA Series 24 (General Securities Principal), FINRA Series 63 (Uniform Securities Agent State Law), Series 82TO (Limited Representative - Private Securities Offerings), and FINRA SIE (Securities Industry Essentials Examination). Luis also has an active real estate broker license.
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He is a licensed registered representative at StillPoint Capital LLC, a broker-dealer member of FINRA/SiPC.
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Check Luis' detailed BrokerCheck report at FINRA's BrokerCheck. Click here
SCHOLARSHIPS: Fulbright scholar. Organization of American States scholar.
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LANGUAGES: English, Spanish and Portuguese.
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TEACHING EXPERIENCE: Former adjunct professor at the University of Miami (courses: Financial Management and International Financial Management)
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ASSOCIATIONS: Notre Dame Alumni Association.
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E-mail: luislopez@mergium.com
Phone: (954) 806-4807
LUIS F. LOPEZ, PH.D.
ANALYSTS TEAM
Mergium has a team of analysts that provide assistance in research, origination, and specific activities during engagements.
STILLPOINT CAPITAL TEAM
Securities transactions are conducted through StillPoint Capital, member FINRA/SiPC, Tampa, FL. Please see the team at StillPoint Capital here.