Michael Lerma is a seasoned professional with an extensive background in corporate and business consulting. With over 20 years of experience, he has worked closely with prestigious Wall Street firms and Fortune 100 companies, providing invaluable insights and strategic guidance across various industries. His expertise spans Investment Banking, Financial Services, Filmed Entertainment, Consumer Products, Executive Recruiting, and Management Consulting.
Throughout his career, Michael has collaborated with private equity firms, hedge funds, family offices, and high-net-worth individuals, leveraging his analytical skills to assess industry sub-sectors and identify lucrative business and investment opportunities. He possesses a deep understanding of the intricate workings of the financial landscape and excels in navigating complex markets.
Michael’s proficiency lies in Private Equity Business Development, Finance, Business analysis, Corporate strategy, and Telecommunications. With a keen eye for identifying growth potential and a knack for formulating innovative strategies, he has consistently contributed to the success of his clients and partners. His ability to analyze market trends, evaluate risks, and develop actionable plans has earned him a reputation for delivering exceptional results.
As a trusted advisor, Michael Lerma has built strong relationships with key stakeholders, demonstrating his exceptional communication and interpersonal skills. He is known for his collaborative approach, working closely with clients to understand their unique needs and tailor solutions to drive optimal outcomes.
Currently, Michael is affiliated with iCFO Newport Beach, where he continues to provide expert guidance and strategic counsel to clients seeking to maximize their business potential. His wealth of experience, combined with his deep industry knowledge, positions him as a trusted partner in achieving sustainable growth and long-term success.
Outside of his professional endeavors, Michael Lerma is passionate about staying updated with industry advancements and fostering meaningful connections within the business community
SERVICES
Investor & Company Meetings
Targeted/Curated Capital & Company introductions
Business Development – Beyond Capital Partnerships
Business Network Connections
