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LDV Capital Management

LDV Capital Management is recognized for providing investment management services to a diverse roster of clients.

Our approach to money management investing is based on both fundamental and technical analysis research. We manage growth and value U.S. equity, international small-cap equity, U.S. fixed income, and U.S. balanced portfolios. We are dedicated to building long-lasting relationships with our clients through consistent and exceptional client service.

LDV Capital Management also specializes in investment banking services providing buy-side advisory, sell-side advisory, lift-outs, business transition planning, and strategic advisory services.

Our core market is comprised of successful entities who are seeking to retire, sell, or transition their business, or conversely, have the ambition and drive to grow their business via acquisitions or mergers.

By combining buy-side, sell-side, and business transition experience with industry expertise, we are able to provide our clients with insight into the mechanics and psychology of a successful transaction. Our process encompasses market knowledge, transaction experience, analytical and negotiating skills, and client service.

At LDV Capital Management we use our knowledge and expertise to provide solutions which help our client's reach their financial goals.   We take a comprehensive approach to your financial needs by providing corporate financial services, financial planning, and business advisory services.  Our staff is committed to bringing you the highest quality service to assist you in managing your business and financial matters.   

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