Strategic Investment Solutions

Expert value investing and financial analysis to help you identify undervalued opportunities across defense, technology, and consumer markets.

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Our Services

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Value Investment Analysis

Deep fundamental analysis using DCF models, competitor comparisons, and comprehensive financial statement review to identify undervalued opportunities.

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SEC Filing Analysis

Expert review of 10-K, 8-K, and 13F filings to uncover insights that drive investment decisions and risk assessment.

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Sector Expertise

Specialized knowledge in defense contractors, technology companies, and consumer discretionary sectors with focus on contract backlogs and market positioning.

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Financial Modeling

Custom financial models and automated analysis tools to streamline investment research and enhance decision-making processes.

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Portfolio Strategy

Diversified investment strategies combining rigorous fundamental analysis with strategic sector allocation for optimal risk-adjusted returns.

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Due Diligence

Comprehensive research including institutional investor tracking, earnings analysis, and competitive landscape assessment.

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Data Analytics & Business Intelligence

Advanced data processing, visualization, and analytical services for financial research. For informational purposes only - no investment recommendations provided.

About Acquire LLC

With a legacy rooted in banking and finance, Acquire LLC brings generational expertise to modern value investing. We combine traditional fundamental analysis with cutting-edge technology to identify undervalued opportunities in today's complex markets.

Our approach focuses on rigorous financial analysis, comprehensive due diligence, and strategic sector expertise. We specialize in defense, technology, and consumer discretionary investments, leveraging deep understanding of contract backlogs, competitive positioning, and market dynamics.

Currently pursuing SEC Investment Advisor licensing to provide comprehensive investment advisory services. We're committed to maintaining the highest regulatory standards while delivering exceptional value to our clients.

At Acquire LLC, we believe that thorough research and patient capital deployment create lasting value for our clients and partners.

15+
Years Combined Experience
3
Core Sectors
100+
Companies Analyzed
24/7
Market Monitoring

Leadership

DG

Dunavyn De Guzman-Loya

Chief Executive Officer & Founder

Dunavyn brings a unique combination of analytical rigor and practical business acumen to Acquire LLC. With a family legacy in banking and finance, he combines traditional value investing principles with modern data analytics and technology.

His expertise spans comprehensive financial analysis, SEC filing interpretation, and quantitative modeling across defense, technology, and consumer discretionary sectors. Dunavyn's approach emphasizes thorough due diligence, utilizing DCF models, competitor analysis, and institutional investor tracking to identify undervalued opportunities.

Before founding Acquire LLC, Dunavyn developed expertise in financial modeling, data science, and business intelligence, with a focus on automating analytical processes to enhance investment research efficiency.

Value Investing Financial Modeling Data Analytics SEC Filings Analysis Quantitative Research

Data Analytics & Business Intelligence Services

Professional data processing and analytical services for research and business intelligence purposes

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Excel Analytics & Automation

Advanced Excel modeling, VBA automation, complex financial calculations, and custom spreadsheet solutions for data analysis and reporting.

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Tableau Visualization

Professional dashboard creation, interactive data visualization, and business intelligence reporting using Tableau for clear data storytelling.

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Data Engineering (ETL)

Extract, Transform, Load processes for financial data. Database integration, data pipeline development, and automated data processing workflows.

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Data Science & Analytics

Statistical analysis, predictive modeling, machine learning applications, and quantitative research using Python, R, and advanced analytical techniques.

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Data Science Research

Academic-level research, hypothesis testing, statistical validation, and comprehensive analytical studies for business intelligence purposes.

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Custom Reporting Solutions

Automated report generation, executive dashboards, KPI tracking, and performance metrics visualization for data-driven decision making.

Important Disclosure

Data Analytics Services Disclaimer: All data analytics, business intelligence, and data science services provided by Acquire LLC are for informational and analytical purposes only. These services do not constitute investment advice, recommendations to buy, sell, or trade securities, or any form of investment advisory services.

Our analytics work is designed to provide data processing, visualization, statistical analysis, and research capabilities to support your independent decision-making process. Clients are responsible for their own investment decisions and should consult with licensed investment professionals for investment advice.

These services are provided as data processing and analytical consulting, separate from any future investment advisory services pending SEC licensing.

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Contact Information

Get In Touch

Contact Information

📧 acquirellc611@gmail.com
📱 +1 (559) 830-4483
📍 Visalia, CA
🕐 Mon-Fri: 9AM-6PM EST * adjusted hours per client request

Regulatory Compliance

Investment Advisor Licensing: Acquire LLC is currently in the process of obtaining SEC Investment Advisor licensing under the Investment Advisers Act of 1940. All investment advisory services will be provided in full compliance with applicable regulations upon completion of the licensing process.

Key Compliance Areas:

  • SEC Rule 206(4)-7: Written compliance policies and procedures
  • Form ADV: Investment advisor registration and disclosure
  • Fiduciary Duty: Client-first obligations under the Advisers Act
  • Marketing Rule: Compliance with advertising and solicitation requirements
  • Regulation S-P: Customer information protection and privacy
  • Cybersecurity: Data protection and incident reporting
  • Anti-Money Laundering (AML): Customer identification and reporting

Self-Regulatory Organizations (SROs):

  • FINRA: Financial Industry Regulatory Authority oversight for broker-dealer activities
  • SIPC: Securities Investor Protection Corporation member protection
  • NASAA: North American Securities Administrators Association state coordination

All services provided will maintain full compliance with SEC, state, and self-regulatory organization requirements. Investment advice will only be provided upon completion of proper licensing and registration.