Gary Lotzer joined Vantera in 2013. Mr. Lotzer has more than thirty years of diverse business experience across a broad spectrum of industries. He has served in C-level roles in lower mid-market companies located in the US, Mexico, Europe, and Asia. His specialized combination of corporate finance, marketing, and operations skills have been successfully applied in venture-backed startup, turnaround, and high-growth business stages. Particular professional expertise includes strategic planning, business plan development, financial modeling, business valuations, and due diligence. Mr. Lotzer founded and co-founded multiple successful companies. He has personally negotiated and structured numerous debt and equity capital transactions and participated in OTCBB and AMEX public capital listings. Prior to joining Vantera, he was an independent intermediary in M&A. He was Managing Director of Hunter Wise Financial Group LLC, a middle-market investment bank, formerly headquartered in Irvine, CA. His office is in Tucson, AZ. Mr. Lotzer holds Series 82 and 63 securities licenses, as well as an Arizona real estate broker’s license.
He began his career in Chicago in public accounting but migrated to Milwaukee where he eventually merged Lotzer & Co CPAs into Seidman & Seidman/BDO, an international CPA/Consulting firm.
Mr. Lotzer is a Certified Public Accountant (WI License No. 5757), and a long-term member of the American Institute of Certified Public Accountants. He holds the Accredited Business Valuation (ABV) credential issued by the AICPA exclusively to licensed CPAs that complete rigorous accreditation requirements. He is also a member of the AICPA Forensic and Valuation Services section and the Arizona Society of CPAs.
He is a graduate of the University of Wisconsin – Madison School of Business and attended the Thunderbird American Graduate School of International Management Executive Program in Phoenix.