Carlos P. Sava
Investor, Advisor, and Small Business Owner in Chicago, Illinois
Finance and accounting professional with investment management, investment banking, and entrepreneurial experience as well as CEPA, CFA and CPA (inactive) credentials.
At Clarendon Capital Management I serve as an advisor, value investor, and portfolio manager with experience across sectors, with long/short strategies, and an emphasis on special situations. Before establishing CCM, I was an investment banker and assisted corporate clients to execute nearly $2 billion in mergers and acquisitions, capital raises, and strategic alternatives assessments. The breadth of my background allows me to help investment firms and companies create value addressing the following areas: strategy, building administrative infrastructure, capital allocation/capital raising, KPIs (key performance indicators), financial reporting and analysis, and M&A opportunities.
You can read my analysis and opinions on investments and business on SeekingAlpha (link above), Medium (www.medium.com/@ClarendonCapMgt), and Quora.
A particular area of interest is helping small businesses understand valuation and ways to create value, including conducting a small business acquisition or succession search.
As a Wisconsin native and University of Wisconsin-Madison alumnus, I love sports, Go Badgers!
I am passionate about value investing and engaging with entrepreneurs. My favorite activities include running by Lake Michigan, searching for the best cheeseburgers in the city, and watching college football.