PAUL M. WENDEE & ASSOCIATES, LLC

 

Value Creation, Investment Banking and Management Consultants

 

Established 1998


About Us




 

There is no substitute for experience.

Paul M. Wendee & Associates, LLC is a boutique investment banking and management consulting firm specializing in the creation of value for business and non-profit enterprises.

 

PAUL M. WENDEE

 

Paul is the Managing Director of Paul M. Wendee & Associates, LLC, an investment banking and management consulting firm. In addition to investment banking and management consulting, the firm’s previous consulting activities have included fundamental equity analysis and research, quantitative research, convertible securities research and analysis, technical research, investment management, due diligence and valuation services to securities broker/dealers, hedge funds, money managers and investment banking firms. Prior to selling the firm, Paul was the President of South Lake Avenue Securities Corporation, a boutique investment banking, management consulting, mergers & acquisitions (M&A), business appraisal, and investment management firm headquartered in Pasadena, California. Paul was the founding project manager and the Vice President of Administration of Evergreen Realty REIT, Inc. Paul was Director of Equity Research for Skye Investment Advisors, LLC, where he was responsible for fundamental equity analysis, research and valuation. Paul was the Director of Research and the Director of Corporate Finance at Brookstreet Securities Corporation. In this capacity, he had overall responsibility for corporate finance; equity research; due diligence; direct participation programs (real estate, oil & gas, equipment leasing, etc.); and Investment Advisory product analysis, selection and development. Paul also co-managed the Corporate Finance Department and was Director of Due Diligence for First Affiliated Securities. Paul was a portfolio manager with Harris Trust Bank of Arizona , a wholly‑owned subsidiary of Harris Bankcorp in Chicago , where he managed in excess of $100 million in personal trust and employee benefit (profit sharing and pension) investments.

 

Paul earned his Bachelor of Science degree in Economics and Administrative Studies (Graduation with Honors and Distinguished Military Graduate) and his Master of Administration in Business degree with emphases in Finance and Marketing from the University of California , Riverside . He was awarded an Army R.O.T.C. Scholarship and served as an officer in the United States Army. He is a Certified Financial PlannerTM Professional, a Certified Business Intermediary® and holds the following securities registrations: General Securities Representative (Series 7), General Securities Principal (Series 24), Investment Banking Representative (Series 79), and Registered Investment Advisor (Series 65). Paul also holds an Arizona Real Estate Salesperson License. Paul is currently working on a doctoral degree in business administration and has completed all of his coursework in fulfillment of the degree requirements. He is completing his dissertation entitled: A Theory of Value Drivers: A Grounded Theory Study.

 

Paul is a Member the National Association for Business Economics (NABE) and the International Business Brokers Association, Inc. (IBBA); and is a past member of the Direct Investment and Membership Committees of the Securities Industry Association (SIA). Paul is a member of the California State Horseman’s Association (CSHA), the Equestrian Coalition of Orange County (EEOC), and is on the Board of Directors of Valley View Vaulters. He has written investment related articles for the Tucson Citizen and been quoted in numerous publications including The Wall Street Journal, USA Today, The San Diego Union‑Tribune, The Wall Street Transcript, Buyside Magazine, and Wall Street Research Magazine. His article on Economic forecasting, “A Simple and Effective Economic Forecasting Model,” was published in Strategic Investor Relations (a publication of Institutional Investor). He wrote an article on financing equestrian enterprises for California Riding Magazine entitled: “Grassroots enterprise financing is one of several funding sources for equestrian endeavors.” He is a winner of The Wall Street Journal’s Experts Vs. Darts stock picking contest. Paul has also taught courses in Finance, including courses in Security Analysis and Portfolio Management, as a member of the Adjunct Faculty at National University . He is a frequent speaker at various securities industry symposiums and conferences.

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