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Gary E. Lotzer

Gary Lotzer is a Managing Director with Mentor Securities and The Mentor Group. A Certified Public Accountant, Mr. Lotzer is expert in business valuation, business and marketing plans, industry research and financial modeling. His valuations have been used for partner dissolutions, IRS estate tax support, litigation damages, and business sales.

Mr. Lotzer has over 30 years of diverse business experience, across abroad spectrum of industries. He served in several C Suite roles and started private companies in the U.S., Europe and Asia. He has applied this expertise to investment banking engagements involving structuring debt and equity capital. He has also participated in IPO's and public finance. Mr. Lotzer has provided financial advisory services for buyers and sellers in a variety of industries, as well as media, software and healthcare. Mr. Lotzer has significant expertise in completing joint venture, venture backed and turnaround transactions.

Prior to The Mentor Group and Mentor Securities, Mr. Lotzer was with Nexus Brokerage and Vantera Partners, the latter is a corporate advisory and merchant banking firm. Additionally, he was a registered investment banker with Hunter Wise Securities.


Graduate studies, Thunderbird International Management
BA, Business School, University of Wisconsin

Professional Affiliations / Licences

Certified Public Accountant
ABV, Accredited in Business Valuations
FINRA Member, Series 82 and 63

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