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Jim Davidson

Advisor Orange County, California Area, US

Managing Director & Partner, Avant Advisory Group. Previously Chief Operating Officer, B&A Investigative.

Managing Director & Partner, Avant Advisory Group. Previously Chief Operating Officer, B&A Investigative.

3 vouches

Involved In


Caliber Packaging Inc.
Tricor Braun (formerly Caliber Packaging)


Managing Director & Partner Avant Advisory Group January 2006 - present
Chief Operating Officer B&A Investigative February 2006 - September 2008
President & CEO Avant Advisory Group February 1996 - January 2006
Senior VP; COO; CFO; Member Board of Directors Caliber Packaging Inc. January 1994 - January 1996
Corporate Controller & Chief Accounting Officer Unified Western Grocers May 1989 - January 1994
Senior Manager Audit and Consulting PwC January 1978 - April 1989


University of California, Irvine - The Paul Merage School of Business Business - Finance and Accounting 1974 - 1976
University of California, Irvine Psychology; Political Science 1972 - 1974

Interested In

Markets of Interest
  • • Consumer Electronics
  • • Enterprise Software
  • • Local
  • • Wearable Tech
  • • Data & Analytics
  • • Green
  • • Media
  • • Music
  • • Cloud Services
  • • Fashion
  • • Commerce
  • • Education
  • • Financial Services
  • • Travel
  • • Productivity Tools
  • • Hardware
  • • Transportation
  • • Healthcare
  • • Movies/Film
  • • Fitness

You Should Know About Me

Key Accomplishments

Not completed yet

Vouches Received

Vouches Given

Think Jim is awesome?
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Tom Pedersen
We worked together  •  Executive Vice President (Co-Owner/Founder), PA Healthcare Advisors, Inc..
Jim is a personable and experienced financial advisor / consultant whom I met when we worked together at a prior advisory / consulting firm. ... I found Jim to have special forensic financial investigative skills to be able to accurately & correctly advise clients. Jim is able to efficiently determine clients' requirements and deliver a precise, professional finished product / report which provides the clients an accurate road map to accomplish their objectives.
Michael Nall
We worked together  •  Managing Partner and Co-Founder, MidMarket Alliance and Founder, Alliance of M&A Advisors.
Unlike many others, Jim has a very comprehensive understanding of the private company marketplace.
Lou Sokolovskiy
They're my friends  •  Founder, Opus Connect and Managing Partner, Genero Capital Partners.
Jim is honest, reliable, and thoughtful partner. It has been a great pleasure to work with him for last few years.