PVB Advisors | Strategic Transaction Services

Lower Middle Market Mergers & Acquisition Experts

PVB Advisors Principals
Philip R. de Roziere

Philip de Roziere is the founder and Managing Partner of PVB Advisors, having established the company in 2008 to provide sophisticated investment banking services to middle market and micro-cap companies operating in the Outsourced Business Services sector.  In that 8 year period, he has managed the successful completion of strategic transactions with aggregate values in excess of $500 million, in addition to completing numerous assignments on behalf of clients seeking consultation in corporate restructuring, refinancing, and valuation.  

Mr. de Roziere possesses an extensive background in corporate and investment banking; mergers, acquisitions, and divestitures; corporate finance; corporate restructuring; and strategic and financial consulting.  He has held executive positions at some of the world's largest corporations and financial institutions, and his experience spans a comprehensive range of industries, including business services, manufacturing, financial services, agriculture, energy, healthcare, chemicals, and media and telecommunications.  

 Navigant Capital Advisors • Managing Director | Head of Midwest Investment Banking  Group.  Mr. de Roziere managed of team of professionals which transacted numerous M&A,    capital raising, and corporate restructuring assignments on behalf of this nationally known          and publicly-traded provider of consulting services.  

  3i, LLC • Co-Founder, President, and Chief Financial Officer for this privately-held                 company established to create a consolidation of Midwestern marketing services       companies.    While at 3i, Mr. de Roziere arranged debt and equity funding, transacted multiple    acquisitions,    and arranged a successful exit via sale of the company to a publicly-traded  competitor.  

  Koch Industries, Inc. • Senior Vice President, Head of Global Mergers & Acquisitions.  At   Koch Industries, Mr. de Roziere led a multi-disciplinary team of professionals responsible for all   corporate development (M&A, divestitures, financings, and joint ventures) activities of this           privately-held conglomerate with interests in oil & gas, pipelines, chemicals, agrculture, minerals, and consumer products.  Koch Industries is consistently one of the largest privately-held companies in the U.S., with annual revenues in excess of $100 billion, and operations throughout the world.  

TD Securities • Westpac Banking Corporation • Citibank Mr. de Roziere held leadership positions with each of these global financial institutions, with responsibility for originating, structuring, executing, and managing financing, capital markets, and M&A transactions in domestic and international markets, with particular focus on leveraged buyouts, cross-border acquisitions, and asset securitization.  

Mr. de Roziere is a member of the Board of Directors of several middle market corporations and civic organizations.   He is married with five children, and resides in Ponte Vedra Beach, Florida.