The strength and experience of Bardi Co. professionals are the foundation of the firm’s success. Our senior advisors have many years of combined experience handling complex and strategic transactions in a variety of industries and share a great passion for excellence, leadership and integrity. The team's comprehensive expertise ranges from middle market transactions to worldwide corporate financial advisory services. The emphasis we place on making a connection with every client is what makes Bardi Co. a trusted advisor beyond a single engagement. 

 

Our Team.

Leadership.

Dr. Chris Manfre`

Dr. Manfrè’s experience includes serving as a financial advisor and strategic consultant to both domestic and international corporations as related to merger, acquisition, divestiture, joint venture, corporate restructuring, and financing transactions. Before joining Bardi Co., Dr. Manfrè led the corporate valuation practice at Marshall & Stevens in the Los Angeles office. He began his financial services career with Standard & Poor’s CVC in Los Angeles.  Dr. Manfrè holds a Laurea Magistralis from Università di Firenze, in Florence, Italy, an MBA in finance from the Drucker School of Management, an MA in Economics from Claremont Graduate University and a PhD also in economics from Claremont Graduate University, California. He holds the Series 24, 28, 7, 79, and 63 FINRA Licenses. Dr. Manfrè is a visiting professor at Pepperdine University in Los Angeles, where he teaches M&A and business valuation at the MBA level.

 

Robert Phillips

Mr. Phillips has extensive experience in the financial services industry, including corporate finance advisory, business valuation, and both buy- and sell-side M&A. In his career, Mr. Phillips has advised both Fortune 500 Corporations as well as middle-market companies in a variety of assignments, ranging from business valuation to acquisition advisory. While at McGladrey Capital Markets and in-house M&A for Sony Pictures, Mr. Phillips valued over 100 companies based in North America, Asia, Europe, and the Middle East, in industries ranging from media and entertainment to construction, distribution, healthcare, and manufacturing. He has managed valuation, due diligence, and deal processes for nearly half a billion in aggregate M&A value, working closely with target company CEOs and CFOs to build detailed projections and estimate value on both a stand-alone (financial) and strategic basis. Mr. Phillips holds the Series 7, 24, 63 and 65 FINRA licenses, a BS in Biology and an MS in Genetics and Molecular Biology from the University of Hawaii, as well as an MBA from the University of California, Irvine, where he was the recipient of the Graduate School of Management and Kennedy fellowships.

 

Kevin Ghorm

Mr. Ghorm has extensive corporate finance, valuation, and M&A experience. Prior to Bardi Co., Mr. Ghorm worked for Sony Pictures in the in-house M&A division, where he focused on the acquisition of television networks and production companies around the world. Prior to Sony, Mr. Ghorm worked as an investment banker at Donaldson, Lufkin & Jenrette, Credit Suisse First Boston, and Lehman Brothers. His valuation experience includes evaluating and managing corporate finance and M&A transactions in healthcare, technology, telecommunications, manufacturing, and media & entertainment. In addition, Mr. Ghorm has analyzed a variety of private equity-related transactions with an aggregate deal value of over $2 billion. Mr. Ghorm holds the Series 24 and 7 FINRA license, a BA in Politics from Princeton University and an MBA from the University of North Carolina at Chapel Hill, where he was also the recipient of the prestigious Richard Jenrette full-tuition fellowship.

 

 

Dr. Wilfred Daye
Dr. Daye is a portfolio manager and head quant for an alternative investments organization in NY, specializing in fiat and digital currencies, and their derivatives. Previously, Dr. Daye has worked at UBS as an Executive Director in Structured Financing Trading. He was responsible for portfolio construction and risk management of securitized product collaterals, including CMBS, RMBS, CLO, Mezz CRE Loans, ABS, and CDO's. Prior to joining UBS, Dr. Daye was a counterparty risk quant for Deutsche Bank. He began his career in financial services at Lehman Brothers' CMBS desk. Dr. Daye holds a PhD from the University of Southern California in Los Angeles and a MS in Financial Engineering form the Drucker School of Management, Claremont California. He is licensed Series 24, 7 and 63 (inactive).

Pete Andreyev

Mr. Andreyev has held management and executive positions with General Electric, IBM, and Hitachi. He has also served on the boards of six companies, including four as chairman. Prior to joining Bardi Co., Mr. Andreyev was the Vice President of Asia Pacific for both IBM and Hitachi Global Storage Technologies. Mr. Andreyev is globally recognized as an expert in conducting business in the Asian Pacific region. For the past fourteen years, he has lived in Taiwan, and mainland China. His expertise makes him a sought-after speaker for conferences and events, and he has authored numerous published articles. Mr. Andreyev has conducted business in Australia, China, England, France, Germany, Hong Kong, India, Ireland, Japan, Malaysia, New Zealand, Philippines, Scotland, Singapore, South Korea, Spain, the United States, Taiwan, Thailand, and Viet Nam. He holds a BS in Electrical Engineering from the University of Notre Dame and an MS in Management from Stanford University.

Dr. David Offenberg

Dr. Offenberg is a finance professor in the College of Business Administration at Loyola Marymount University where he specializes in corporate governance, mergers & acquisitions, executive compensation, entertainment finance, and pensions. His research has appeared in the Journal of Financial Economics, Journal of Financial and Quantitative Analysis, Journal of Corporate Finance, and Financial Management. Dr. Offenberg teaches innovative courses in theoretical and applied corporate finance, entertainment finance and founded the annual California Corporate Finance Conference (hosted by LMU) and Purdue Alumni Summer Conference. Dr. Offenberg is also a recipient of numerous teaching and research awards. Prior to joining the faculty, Dr. Offenberg was a 401(k) research analyst for Watson Wyatt and Co. He received a PhD in finance and a BS in industrial management from Purdue University.

Board of Advisors.

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