COO

He has over 10 years of experience as a M&A advisor, as well as 30 years of experience in commercial finance and corporate banking.  Prior to Larx Advisors, Mr. Puma served as a Managing Director of EBB Group, a boutique investment banking firm, where he served on the leadership team and as Project Manager. As Project Manager, he led several deal teams involved in the sell-side process, from financial due diligence and preparing confidential information memorandums to market valuations, marketing businesses for sale and negotiating and closing transactions.

Mr. Puma started his career with Barclays Bank in 1976 and during his 30-year commercial finance and banking career, he served initially as a risk analyst and eventually as an operations manager with a team of 26 analysts and CSRs responsible for $100 million of annual loan volume and a $500 million portfolio. Beginning in 1999, Mr. Puma served as a business development officer and relationship manager for KeyBank and later Wachovia, which eventually merged with Wells Fargo. Mr. Puma’s experience encompasses a wide variety of industries including aerospace & defense, transportation, manufacturing, offshore marine, technology, SaaS and biotechnology. Mr. Puma graduated from California State University Los Angeles with a Bachelor’s Degree in Pre-Legal Studies and obtained his MBA from Loyola Marymount University.