HOME arrow ABOUT US arrow Team arrow Luis F. Lopez, Ph.D.
Luis F. Lopez, Ph.D.

Luis has been President of Mergium Advisors for 14 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.

Luis has been fully dedicated to corporate finance during the last 27 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 Stone X (NASDAQ: SNEX)) and the CFO for Latin America at the Western Union Co (NYSE: WU).

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

Registrations: Series 24 (General Securities Principal), Series 7 (General Securities Representative), Series 79 (Investment Banking Representative), Series 63 (Uniform Securities Agent State Law), Series 79 (Private Securities Offerings Representative). 

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), and FINRA SIE (Securities Industry Essentials Examination). Luis also has an active real estate broker license.

He is a licensed registered representative at StillPoint Capital LLC, a broker-dealer member of FINRA/SiPC.

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

Languages: English, Spanish and Portuguese.

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

Associations: Notre Dame Alumni Association.

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Phone: (954) 806-4807

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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