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Luis F. Lopez, Ph.D.

Luis has been President of Mergium Advisors for 13 years. He provides assistance to clients in the US and emerging markets in the areas of mergers and acquisitions, sale of companies, capital raising (debt/equity), business valuations, joint ventures, project finance, and pre-M&A analysis and planning.

Luis has been fully dedicated to corporate finance during the last 23 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. and the CFO for Latin America at the Western Union Co.

Education: PhD and Masters degrees in Economics from the University of Notre Dame and a B.S. degree in Industrial Engineering.

Licenses: FINRA (Financial Industry Regulatory Authority) Series 79 (Investment Banking Representative), FINRA Series 7 (General Securities Representative), FINRA Series 24 (General Securities Principal), FINRA Series 63 (Uniform Securities Agent). Luis also has a real estate license.

He is a licensed registered representative at StillPoint Capital LLC, a broker-dealer member of FINRA/SiPC. He is registered at FINRA as a General Securities Principal and Representative, as an Investment Banking Representative, and as a Limited Representative - Private Securities Offerings.

Scholarships and Languages: Fulbright scholar. Organization of American States scholar.

Languages: English, Spanish and Portuguese.

Teaching Experience: Lecturer at the University of Miami (Financial Management and International Financial Management)

Associations: American Society of Appraisers (Business Valuations - candidate). Notre Dame Alumni Association.

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Phone: (954) 806-4807

StillPoint Capital Team

Securities transactions are conducted through StillPoint Capital, member FINRA/SiPC, Tampa, FL. Please see the team at StillPoint Capital here.



M&A / Capital Raising
Selling a business
Selling Schools and Educational Institutions
Buying a business
Buying a School / Due Diligence
Capital raising (debt / equity)
Advisory Services
Virtual CFO Services
Joint ventures / transaction alliances
Business capitalization plans
Detailed financial modeling

Securities transactions conducted through StillPoint Capital, member FINRA/SiPC., Tampa, FL. Certain members of Mergium are Registered Representatives of the broker dealer StillPoint Capital, LLC. Mergium Advisors Inc. and StillPoint Capital LLC, are not affiliated entities. For more information on registered Representatives or Broker Dealers please visit FINRA Broker Check.

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