Eric Willis, CPA, CFA, is the Co-Founder and Managing Partner of Willis & Smith Capital, a private equity firm based in Dallas. With a Bachelor’s degree in Accountancy from San Diego State University, they have held significant positions at notable firms including Vice President at Platinum Equity and Managing Partner at CounterPoint Capital Partners. Eric possesses extensive experience in private equity, mergers and acquisitions, and financial diligence, having successfully managed transactions totaling over $2 billion during their career. Currently, they focus on partnering with business owners to implement financial and operational improvements.
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