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.
Dr. Paul M. Wendee
Paul is the editor and publisher of the Intrinsic Value Wealth Report (IVWealthReport.com), an investment
newsletter. He is also the Managing Director of Paul M. Wendee & Associates, LLC, a corporate finance, private
equity, and management consulting firm. The firm is also an investment adviser
registered with the State of California.
In addition to corporate finance and management consulting, the firm’s 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. Paul was the
President and majority owner of South Lake Avenue Securities Corporation, a boutique
investment banking, management consulting, mergers & acquisitions
(M&A), business appraisal, investment management firm and FINRA registered broker-dealer
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. Paul earned his
Doctor of Business Administration (DBA) degree from the University of Phoenix. He
created a new theory in finance and wrote his doctoral dissertation entitled, A Theory of Value Drivers: A Grounded Theory
Study, on the new theory. 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 inactive Arizona
Real Estate Salesperson License.
Paul founded the Value Driver Institute and Research
and Educational Expedition Programs (VDI/REEP), a non-profit organization with
a mission to conduct research on enterprise value driver theory and the
enterprise value creation process; and to take the business incubator concept
to places in the world where business incubators are not commonly found, but
where they are needed the most. The Value Driver Institute and Paul have introduced
the business incubator concept to many groups and individuals on a world-wide
basis. A previous
VDI/REEP expedition organized and accompanied famed astronomer John Dobson on
an astronomy expedition to Death Valley, CA.
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). 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 was previously the
Department Chair of the College of Arts & Sciences and the Graduate School
of Business and Management at Argosy University’s Orange County Campus. Paul
has taught courses in finance, including courses in security analysis and portfolio
management, as a member of the Adjunct Faculty at National University and other
universities. Paul also teaches finance and management courses at DeVry
University’s Keller Graduate School of Management. He is an Adjunct Faculty Professor, an
Entrepreneur-In-Residence and Senior Mentor advising entrepreneurial students
at Chapman University. He is an Entrepreneur-In-Residence at the University of
California, Irvine and an Adjunct Professor at Cal State LA. Paul also is an
Adjunct Faculty Professor at California Baptist University, where he has taught
finance and economics. He was a volunteer instructor at Los Angeles-based
Chrysalis, a non-profit organization dedicated to creating a pathway to
self-sufficiency for homeless and low-income individuals. Paul is a Research
Fellow at the Center for Global Business and Information Technology Research at
the University of Phoenix. He is a frequent speaker at various workshops,
symposiums and conferences speaking on a variety of topics.
