Tom Forrest joined Vantera in 2007 from a small private equity firm based in Newport Beach, California investments to increase the companies’ value to the firm’s investors. He has worked to increase the efficiency of the cash flow of a restaurant, reducing the need of capital infusion from roughly $225,000 per quarter to $20,000 per quarter (91%). He has acted as liaison between auditors and company management in the multi-year audit necessary to take companies public. He has compiled the Management’s Discussion and Analysis for SEC SB-2, 10-Q, and 10-K filings. He has been involved in multiple equity capital raises for both private and public companies. For 2 years he has managed a portfolio of high yield bridge loans
He has worked with over 25 companies, ranging from $1mm to $40mm revenue per year, in a consulting role ranging from accounting software implementation to audit preparation to advisory regarding the private purchase of a business. He holds a Bachelors of Finance in Finance from the University of Redlands, magna cum laude. Tom lives is married with 2 children.