Brian Valik is a seasoned finance professional with over 25 years of experience across investment banking, capital markets, mergers and acquisitions (M&A), and corporate finance. He has built a reputation for his extensive expertise in raising capital, financial reporting, and providing strategic guidance to middle-market and lower-middle-market companies. Throughout his career, Brian has worked with financial institutions, boutique investment banks, and a variety of finance-related firms, honing his ability to deliver results in complex financial environments.

Brian’s educational background reflects his commitment to excellence and depth of knowledge in the finance sector. He holds a Master of Business Administration (MBA) from the University of Chicago Booth School of Business, where he concentrated in Analytic Finance and Economics. During his time at Booth, Brian was elected Co-Chair of the Investment Banking Club, overseeing an annual budget of $100,000, which further showcased his leadership and organizational abilities. Prior to his MBA, he earned a Bachelor of Science in Accounting from Rutgers University, graduating cum laude with a 3.6 GPA.

As a Certified Public Accountant (CPA), Brian brings an exceptional understanding of financial reporting and audits. His professional certifications, which also include the Series 7 and Series 63 licenses, have equipped him with the tools necessary to navigate the complexities of financial markets and ensure compliance with industry regulations. Brian’s skill set is further complemented by his deep experience in investment banking, capital markets, and raising capital, making him a well-rounded leader capable of driving strategic growth and value creation.

Brian’s professional career has included significant roles within top-tier financial institutions, where he has worked across a range of sectors, including financial technology, asset management, insurance, and non-bank lending. His expertise spans the entire capital raising process, from initial evaluation and strategy development to structuring and execution. His ability to manage complex transactions and work collaboratively with senior executives has been a hallmark of his career, contributing to his success in helping clients achieve their financial goals.

In addition to his technical expertise, Brian is a highly effective communicator and leader, known for his collaborative approach and ability to build strong relationships with stakeholders. His leadership is evident not only in his day-to-day roles but also in his active participation in various industry associations. Brian is currently an active member of the Exit Planning Exchange (EPX), where he serves on the board, and has also contributed his time and knowledge to the University of Chicago South Florida Chapter and Morqlear, both of which benefit from his guidance and expertise.

Brian’s professional involvement extends to organizations such as the Association for Capital Growth (ACG), the Alliance of Mergers and Acquisitions (AMAA), and the Miami Finance Forum. His participation in these associations has kept him at the forefront of developments in the finance sector, allowing him to stay current on trends and best practices that shape the industry.

An avid baseball fan, Brian also enjoys outdoor activities, golfing, and running, all of which contribute to his well-rounded lifestyle and ability to maintain a work-life balance. These personal interests reflect his belief in the importance of pursuing passions outside of work to fuel creativity and maintain a healthy perspective.

Currently, Brian is actively seeking new opportunities to serve on boards, where he can leverage his decades of experience and strategic acumen to help organizations navigate complex financial landscapes. His passion for mentoring and giving back is evident in his desire to share the knowledge he has accumulated over the years, helping others grow while achieving their financial objectives. With his impressive track record and strong leadership capabilities, Brian Valik is poised to make a significant impact on any organization seeking expert financial guidance and strategic insight.

Character

Brian Valik is a seasoned finance professional known for his integrity, leadership, and commitment to mentoring and helping others succeed.

Knowledge

With over 25 years of experience, Brian has deep expertise in investment banking, capital markets, M&A, and financial reporting, supported by his CPA and MBA credentials.

Strategic

Brian excels in raising capital, structuring complex transactions, and providing strategic guidance to middle-market and lower-middle-market companies to drive growth and value.

Communication

A strong communicator and leader, Brian effectively builds relationships with stakeholders and collaborates to achieve organizational goals while sharing valuable industry insights.