President, Exkalibur Advisors, Inc.
San Francisco Bay Area
President, Exkalibur Advisors, Inc.
San Francisco Bay Area
My professional life has been devoted to working with business leaders and their executive teams to drive improved personal and professional performance. I have 35 years of executive leadership and strategic growth experience. My career is uniquely diverse as a result of my experience as a commercial and investment banker, venture capital partner and investor, as well as several intensive and high growth CFO, COO and CEO experiences. Served as the Managing General Partner of a $35MM venture capital fund; an EVP and CFO of a high growth, consumer products company; and founded a merchant bank. Raised over $200MM for young, emerging businesses, and served as a director of seven companies, working extensively within the consumer, food processing, wine, manufacturing, and professional services industries.
I have worked with accelerated growth companies as well as companies struggling to survive, as both of them require consistent focus on execution, comprehensive cash management and the development of superior leadership teams. I have helped companies raise over $200 million by working closely with them to shape their strategic plan and developing an action plan relentlessly devoted to getting results.
(Privately Held; Management Consulting industry)
January 2008 — Present (1 year 7 months)
Exkalibur provides financial and strategic advisory services to family businesses and other middle market companies in the San Francisco Bay area. Growth strategy is at the core of Exkalibur's offerings, which islaser-focused on the action items necessary to accelerate growth - not to talk about it it or hope it happens. Please refer to our web site at www.Exkalibur.com for more information about our service offerings.
(Partnership; 1001-5000 employees; Financial Services industry)
November 2003 — December 2007 (4 years 2 months)
Most recently, Lary was the Practice Leader for the Moss Adams’ Business Advisory Group in the Bay area, specializing in strategic planning, growth and capital strategy, ownership transition, management succession, and financial advisory services for privately owned and family-controlled businesses. Moss Adams LLP ranks as the 12th largest accounting and consulting firm in the United States.
(Financial Services industry)
1995 — 2002 (7 years)