Michael Cleary
James Madison University
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Michael Cleary is a highly experienced M&A and Business Advisor with over 43 years of work experience. He has a strong background in investments, accounting, financial analysis, tax, and investment strategies. Based in Richmond, Virginia, Michael has worked in various roles, including General Partner, Executive Director, and Managing Director of Global Private Equity firm. He has also served as Head of U.S. sales, marketing, business development, client service, and investor relations. Michael is known for his expertise in private equity investment and has a proven track record of providing high-quality service to his clients.
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M&A and Business Advisor, Financial Advisor, Planning and Wealth Management professional. Private Equity Investment Executive - with significant buy-side, sell-side experience, investor relations, financial management, investment accounting/operations management. Served as General Partner, Executive Director and Managing Director of Global Private Equity firm(s). Committed $3.5+ billion to over 200 PE Funds and 20+ Co-investments. Head of U.S. sales, marketing, business and product development, client service and investor relations. Served as Managing Director and Placement Agent, third party manager and as an internal fund manager. Sr. Investment Committee Member, managed several large Separate Account client relationships. Board member for various privately held entities. LP Advisory Board member for over 20 partnership investments. Significant accounting experience, as, Controller, Manager of Investment Accounting/Operations, General Accounting of a $45B Pension plan, managed 10 subsidiaries & partnership accounts, prepared regulatory reports and all audit preparation and work papers. Goal is to always provide the highest quality service to my employer, clients, and prospective clients in a professional, ethical manner. Professional Qualifications; CPASecurities Representative - FINRA 66Life, Health & Annuity licensesMember of AICPA, Member of VASCPA, Member of FENGCFA Level II CandidateSpecialties: M&A Senior Executive AdvisorFinancial Advisor, FInancial Planning, Asset/Wealth Management Senior Private Equity Executive/ProfessionalInvestor Relations, Sales and Marketing - externally as a third party, and internal rolesBusiness and product development specialistStrong network of relationships and contactsDiversified management experienceAccounting Professional - General, Corporate & InvestmentOperational/Back office management/experience2521 Swanhurst DriveMidlothian VA 23113
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Michael Cleary's Professional Milestones
- Director Of Investor Relations And Marketing (2013-03-01~2014-02-01): Implementing effective investor communications strategies, fostering lasting strong relationships with clients and successfully facilitated business growth.
- Partner Financial Advisor (2020-01-01~): Provided comprehensive financial guidance for clients, ensuring optimal financial performance and building strong client relationships.
Education
Accounting
1977-01-01-1980-01-01Skill
Investments
Accounting
Financial Analysis
Tax
Investment Strategies
Tax Planning
Certification
Other Named Michael Cleary
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Michael Cleary works for Groce, Rose & Moore, Llc
Michael Cleary's latest education in James Madison University