• Univista – David Perez (Avance Investment Management), (S3.EP.04)

  • Oct 18 2023
  • Length: 39 mins
  • Podcast

Univista – David Perez (Avance Investment Management), (S3.EP.04) By cover art

Univista – David Perez (Avance Investment Management), (S3.EP.04)

Listen for free

View show details

  • Summary

  • David Perez is the Co-Founder and Managing Partner at Avance Investment Management, a middle-market private equity firm focusing on U.S. services and consumer businesses that he launched with a billion-dollar first time fund after spinning out of Palladium Equity Partners in 2020. Univista Insurance is a South Florida-based insurance agency offering auto, home, life, health, and commercial policies primarily to the Hispanic community that was founded and run by Cuban immigrants in 2006. Our conversation covers Univista’s history and business, sourcing of the deal, opportunities and risks, and deal process. We discuss valuation and financing, drivers of the business post-acquisition, and exit strategy down the road. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
    Show more Show less
activate_primeday_promo_in_buybox_DT
Show more Show less

What listeners say about Univista – David Perez (Avance Investment Management), (S3.EP.04)

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available