Chris is a highly qualified CEO with more than 25 years as a leader in the computer technology industry. He is innovative, results-focused, experience in strategic marketing, business expansion, product development, distribution, vendor relations, operations and finance.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653 USA
T/ 949.457.8990 x113
F/ 949.460.7550
E/
Joseph P. Sands
With over 20 years as an investment banker, advisor, entrepreneur and investor, Joe brings broad, in-depth experience that is greatly valued by clients, as well as their other advisors, in the pursuit of corporate goals.
Joe advises business owners, Boards and other stakeholders in the context of debt and equity financings, buy-side and sell-side Mergers and Acquisitions, growth initiatives, valuation, exit/succession planning as well as restructurings and workouts for troubled companies.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653
T/ 949.457.8990 x114
F/ 949.382.1626
E/
John Holland
John has represented business owners in Southern California in the construction, manufacturing, information technology, transport, and telecommunications industries. He has over 20 years of senior executive and corporate strategy experience in Europe and the USA in the information technology industry, including leading a startup subsidiary to become a $700 million business.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653
T/ 949.457.8990 x105
F/ 949.382.1626
E/
Helena Heydenrych
Helena manages client research and outreach projects, providing the critical element linking CFA clients to targeted opportunities in corporate finance, M & A and other strategically focused middle market initiatives. She supports divestiture, re-capitalization and acquisition projects, including industry consolidations and roll-up strategies. Helena's projects typically involve middle market business owners, Private Equity Groups and acquisitive operating companies.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA
T/ 949.457.8990 x101
F/ 949.382.1626
E/
Jassel Lizardi
Jassel’s career in the financial sector started in New York with Goldman Sachs, & Co., Merrill Lynch and Trust Company of the West. Later she served as a Director in the Merchant Banking Division of Opus Bank and Opus Financial Partners. She was responsible for a range of activities from deal sourcing and evaluating investment opportunities, due diligence, preparation of investment memorandums and helping portfolio companies with their strategic and operating issues.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653
T/ 949.457.8990 x116
F/ 949.382.1626
E/
Jim Eaton
Jim Eaton is an Advisor in CFA's Los Angeles Office. Jim has deep expertise in the aerospace sector having led a management buy-out with a venture firm in 1987, followed by further acquisitions culminating in the sale of the holding company to a NYSE company in 2008. Jim is a graduate of University of Oklahoma and holds an MBA from California State University, Long Beach.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA
T/ 949.457.8990
F/ 949.382.1626
E/
Patrick Powell
Pat brings a family business background to the Kentucky team. He was a partner for over 18 years in his family's minerals and aggregate businesses with operations in Kentucky and Tennessee. He also formerly managed state economic development contracts for the University of Kentucky and Murray State University as the Director of the Innovation & Commercialization Center (ICC).
CFA Lexington
1999 Richmond Road Suite 500
Lexington KY 40502 USA
T/ 859.963.2400
F/ 859.422.6700
E/
David W. Hulett
David has considerable experience in investments, strategic planning for business owners and is an experienced entrepreneur. His advisory skills combine years of investment experience with hands-on knowledge of small businesses. David has over 25 years experience in the financial services industry during which time he specialized in meshing the business, financial and estate planning for owners of privately held companies.
CFA Lexington
1999 Richmond Road Suite 305
Lexington KY 40502 USA
T/ 859.963.2400
F/ 859.422.6700
E/
Robert L. Decker
Bob is a seasoned finance professional with over forty years of experience in corporate finance, mergers and acquisitions, and operational management. His career includes ten years with an international boutique investment bank specializing in the hospitality, gaming and leisure industries, and before that in a number of senior financial management positions in the hospitality and gaming industries, including six years as EVP & CFO of Churchill Downs, Inc. Bob’s CFA practice is primarily focused on helping middle market business owners in Louisville, Kentucky and Southern Indiana, with particular emphasis on helping them reach their goals of growth and/or divestiture.
CFA Lexington
1999 Richmond Road Suite 500
Lexington KY 40502 USA
T/ 859.963.2400
E/
Dean Durbin
Dean Durbin is focused on helping middle market business owners in the Ohio River Valley Area reach their goals of growth and/or divestiture. Dean leverages his years of corporate experience along with his success in building, running and exiting his own business, for his role at CFA as an Investment Banker.
CFA Lexington
1999 Richmond Road Suite 500
Lexington KY 40502
T/ 859.963.2400
F/ 859.422.6700
E/
Brad A. Lindsay, CPA
Brad is a Managing Director in the MidSouth office, also serving on CFA's Board of Directors. Brad has successfully completed transactions in a variety of sectors including: passenger transportation, medical manufacturing, business services (B2B), electronic contract manufacturing, security services, 3rd party logistics, and healthcare supply chain, among many others.
CFA Memphis
6465 N. Quail Hollow Road Suite 200
Memphis, TN 38120 USA
T/ 901.751.8880
F/ 901.471.3800
E/
Gerald W. Lindsay, CPA
Gerald is the Managing Director and Principal in the MidSouth office. His background includes over 33 years of experience in raising corporate capital, structuring and negotiating M&A transactions and corporate consulting. Throughout his career, Gerald has been involved in multiple M&A transactions involving utilities, medical waste, software development, manufacturing, railroads, trucking, real estate, professional services, banking and financial services.
CFA Memphis
6465 N. Quail Hollow Road Suite 200
Memphis TN 38120 USA
T/ 901.751.8880
F/ 901.471.3800
E/
Jennifer Robichaux
Jennifer Robichaux is the Director of Acquisition Services for the MidSouth office. She is responsible for overseeing all client development activity on both the buy and sell-side. She is also the lead for all marketing and branding efforts. Prior to joining CFA, Jenny worked for several years at FedEx in Global Brand Management and Retail Marketing Departments.
CFA Memphis
6465 N. Quail Hollow Road Suite 200
Memphis, TN 38120 USA
T/ 901.751.8880
F/ 901.471.3800
E/
Otto W. Thomas
Otto's background includes turning around underperforming or troubled community banks. Otto has provided consulting services to banks and has cleaned up the commercial loan portfolio of a $500MM commercial bank that the owners were desirous of selling. At that bank, he restructured a $60MM portfolio of commercial loans that the acquiring entity did not want to keep.
CFA Memphis
6465 N. Quail Hollow Road Suite 200
Memphis TN 38120 USA
T/ 901.751.8880
F/ 901.471.3800
E/
Herbert Bud Boles
Bud Boles is an engineer and attorney by profession with a lifetime of experience in the energy field. He has held senior executive positions with major independent U.S. oil and gas exploration companies and has managed large exploration and production programs domestically and abroad. Bud represents buyer and sellers of companies and mineral interests in the oil and gas industry.
CFA Midland
415 West Wall Suite 1705
Midland TX 79701 USA
T/ 432.687.4916
F/ 432.684.8963
E/
Roy B. Graham
Roy is a seasoned investment banker with over 30 years of experience in M&A, corporate finance and strategic planning. His advisory skills blend extensive entrepreneurial experience with years of investment banking practice. Roy's clients have included public and private companies both foreign and domestic as well as private equity firms of all types.
CFA Midland
415 West Wall Suite 1705
Midland TX 79701 USA
T/ 210.653.2750
F/ 210.568.2520
E/
John Hammett
John has represented owners in selling their companies in a wide range of industries. He has been involved in M&A activities in manufacturing, flight simulation, printing, plastics, woodworking, store fixtures, foodservice equipment, and specialty publishing. As a former company owner himself, John understands the unique situation of private company owners who decide to sell. John maximizes value by finding high-value buyers and negotiating the best price and terms for his clients.
CFA Minneapolis
3033 Campus Drive, Suite W100
Minneapolis, MN 55441 USA
T/ 612.216.4466
E/
Jeff Wright
Jeff brings more than 25 years of entrepreneurial management experience to his work advising company owners as an investment banker. Jeff's business experience as an entrepreneur, as a strategist, and leader, brings him in-depth insights into dozens of different industries. These include both consumer and business-to-business firms. Jeff applies his diverse business experience and affinity for win/win transactions to maximize the outcomes for his clients.
CFA Minneapolis
3033 Campus Drive, Suite W100
Minneapolis MN 55441 USA
T/ 612.216.4466
E/
Dan Halvorson
Dan applies his years of operational experience along with his success in acquiring, running, growing and selling his own companies, to his client work as a mergers and acquisitions advisor. He understands first-hand what company owners are going through as they contemplate what might be a once in a lifetime transaction.
CFA Minneapolis
3033 Campus Drive, Suite W100
Minneapolis MN 55441 USA
T/ 612.216.4466
E/
Michael Vinje
Michael leverages his years of large corporate experience along with his success in starting, building, and running his own business, for his role at CFA as an Investment Banker. He understands first-hand what company owners are thinking about as they contemplate what most likely is a once in a lifetime transaction.
CFA Minneapolis
3033 Campus Drive, Suite W100
Minneapolis, MN 55441
T/ 612.216.4466
E/
Jim Zipursky
Jim Zipursky has been representing the acquisition and divestiture needs of mid-market companies since 1990. He has represented sellers and buyers in a multitude of industries with an emphasis on fabricators of metal and plastic products as well as agricultural related businesses of all types. He has significant cross-border deal experience. Additionally, he is a certified instructor on Business Valuations.
CFA Omaha
268 North 115th Street Suite 6
Omaha, NE 68154 USA
T/ 402.330.2160
F/ 402.330.2461
E/
Ron Chernak
Ron has nearly 30 years of experience as an Intermediary working across a wide variety of industries. Among other distinctions, Ron has served as President of the IBBA (International Business Brokers Association), the industry's largest trade association. Prior to becoming an Intermediary, Ron practiced law with a large Chicago law firm. In 2005, Ron joined with Jim Zipursky to open the CFA Denver office.
CFA Omaha
268 North 115th Street Suite 6
Omaha NE 68154
T/ 719.635.4667
F/ 719.635.4988
E/
Jeremiah Hughes
Jeremiah joined the Omaha office of Corporate Finance Associates in 2010 where he focuses on buyer relations and buy-side engagements. He also prepares marketing materials and financial reports utilizing financial modeling and in-depth analysis to support the rest of the CFA Omaha team. Jeremiah's industry background includes financial planning and risk management.
CFA Omaha
268 North 115th Street Suite 6
Omaha NE 68154
T/ 402.330.2160
F/ 402.330.2461
E/
Morley Zipursky, In Memorium
Morley Zipursky was Chairman Emeritus of CFA Worldwide. He was involved in the M&A industry since 1980 when he joined CFA. Morley was one of the most successful dealmakers in CFA history, earning Dealmaker of the Year honors on two occasions. He had an extensive background representing manufacturing companies. Prior to joining CFA, Morley was a founder and Executive Vice-President of the (then) 8th largest mobile home manufacturer in the world.
CFA Omaha
268 North 115th Street Suite 6
Omaha, NE 68154 USA
T/ 402.330.2160
F/ 402.330.2461
E/
Peter G. Moore
Peter Moore is a 36 year veteran corporate finance and M& A advisor. His broad industry experience in the lower middle market includes working equally well with specialty technologies, traditional manufacturing, distribution and business services. His clients have included those in aerospace, health care, publishing, metal fabrication, medical devices, telecommunications, transportation, energy, broadcasting, hospitality, construction, commercial real estate and consumer products. Peter is a strategic problem solver and innovator with finance and funding challenges.
CFA Portland
One Union Street Suite 200
Portland ME 04101 USA
T/ 207.772.4496
F/ 855.682.3967
E/
Peter B. Ventre
Peter Ventre, CPA, CFA, and Managing Director, is a seasoned finance professional with 28 years of experience in corporate finance, accounting, and operational management with the last decade in a transaction advisory role. He is a persuasive and collaborative leader, acknowledged for his proven interpersonal and team building skills, and his strong analytical and critical strategic thinking abilities.
CFA Portland
One Union Street, Suite 200
Portland ME 04101 USA
T/ 207.774.4461
F/ 855.682.3967
E/
Craig Allsopp
Craig is a well-traveled business executive and dealmaker whose career has taken him across the country and around the world. His CFA practice is focused on helping middle market business owners in Vermont and New Hampshire raise growth capital, make smart acquisitions or successfully sell the companies they've worked so hard to build.
CFA Portland
One Union Street Suite 200
Portland ME 04101
T/ 207.772.4496
F/ 855.682.3967
E/
Roy B. Graham
Roy is a seasoned investment banker with over 30 years of experience in M&A, corporate finance and strategic planning. His advisory skills blend extensive entrepreneurial experience with years of investment banking practice. Roy's clients have included public and private companies both foreign and domestic as well as private equity firms of all types.
CFA San Antonio
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA
T/ 210.653.2750
F/ 210.568.2520
E/
Eduardo Berdegué
With over 20 years of corporate finance, corporate development, and M&A experience in the US and throughout Latin America, Eduardo has managed transactions of different degrees of complexity as a corporate acquirer and seller, as well as by assisting clients in the execution of their growth/exit strategies. Eduardo's industry experience includes media & telecommunications, healthcare, industrial & environmental services, and others both domestically and overseas.
CFA San Antonio
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA
T/ 210.653.2750
F/ 210.568.2520
E/
Herbert Bud Boles
Bud Boles is an engineer and attorney by profession with a lifetime of experience in the energy field. He has held senior executive positions with major independent U.S. oil and gas exploration companies and has managed large exploration and production programs domestically and abroad. Bud represents buyer and sellers of companies and mineral interests in the oil and gas industry.
CFA San Antonio
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA
T/ 432.687.4916
F/ 432.687.4916
E/
Jim Gerberman
Experience. Empathy. Enthusiasm. Extensive operations background with multiple successes running and transforming technology businesses in several industries (including defense and aerospace, process instrumentation, electronics) by building value in turnarounds and by growing market share under intense competition. Comprehensive and direct experience in all aspects of acquisitions from both buy-side and sell-side in small as well as large multi-national companies.
CFA San Antonio
100 Congress Avenue Suite 2000
Austin TX 78701
T/ 512.351.7078
F/ 210.568.2520
E/
Mike Novak
Mike Novak, Advisor, has over 35 years of entrepreneurial experience in starting and developing award winning construction firms ranging from the traditional general contracting model to starting margin driven specialty contracting firms.
CFA San Antonio
1777 N.E. Loop 410 Suite 600
San Antonio TX 78217
T/ 210.653.2750
F/ 210.568.2520
E/
Peter Heydenrych
Peter has more than 30 years' experience in corporate finance and international investment banking. His entrepreneurial experience, as owner of both service and manufacturing companies, provides added perspective and an enhanced ability to execute successful transactions. Peter is a highly skilled negotiator who is analytical and tenacious, yet objective and fair. He has represented clients in the technology, health, business services, transport, telecommunications, manufacturing, financial services and construction industries.
CFA San Diego
16870 West Bernardo Drive, Suite 400
San Diego, CA 92127 USA
T/ 858.264.5020 x102
F/ 858.348.1651
E/
David DuWaldt
For over 25 years, David has represented clients in a variety of business matters including mergers and acquisitions, transaction structuring, sourcing of capital, business valuation, business negotiations and tax planning. David has experience working with the owners and senior management of companies involved with specialty manufacturing, wholesale distribution, engineering, construction, healthcare and business services.
CFA San Diego
16870 West Bernardo Drive, Suite 400
San Diego CA 92127
T/ 858.264.5020 x106
F/ 858.432.2996
E/
John B. Klearman
John has been involved in middle market M&A since the late 1980's. His unwavering focus on fiduciary responsibility on behalf of his clients stems from owning, buying, and selling his own businesses and divesting to middle market buyers. John has successfully represented clients in the following industries: Software Services and Technology; Health Care; Environmental Sciences and Engineering; Consumer Retail and Financial Services
CFA San Diego
16870 Bernardo Drive, Suite 400
San Diego, CA 92127 USA
T/ 858.264.5020 x108
F/ 858.348.1651
E/
Mike Heydenrych
Mike brings over 12 years of experience in Finance and Business Development. As an experienced facilitator, he works with clients seeking M&A Advisory Services matching those needs with qualified CFA professionals and their partners (CPAs, financial planners, ESOP consultants and attorneys). Mike has a track record as a listener and a problem solver, drawing on his analytical and strategic thinking skills.
CFA San Diego
16870 West Bernardo Drive, Suite 400
San Diego, CA 92127 USA
T/ 858.264.5020 x103
F/ 858.348.1651
E/
Roger Szafranski
Roger Szafranski is a serial entrepreneur with over 20 years of experience operating his own private equity firm. He has personally acquired and successfully operated middle market companies in manufacturing, distribution, industrial service and technology. Roger understands the human element as well as the financial and operating challenges involved in value added investment banking.
CFA San Francisco
388 Market Street, Suite 1300
San Francisco CA 94111 USA
T/ 415.755.5596 x118
E/
Kenneth Lynch
Ken Lynch is a seasoned executive with M&A experience in selling two software companies. He was a principal at BMS Computer and a founder of CIMS Lab, Inc. and led these companies to successful acquisitions by publicly traded Platinum Technology and IBM. While working at Platinum and IBM, Ken led additional acquisitions and worked on several integration projects.
CFA San Francisco
388 Market Street, Suite 1300
San Francisco CA 94111
T/ 415.755.5596 x117
E/
Gianpiero JP Balestrieri
J.P. Balestrieri has over 20 years of executive management, corporate strategy and investment banking experience. J.P. has originated and closed transactions in various sectors including technology, media, telecommunications, energy, healthcare and manufacturing. He also has extensive international M&A experience managing and closing complex cross-border multi-party transactions in Europe, Latin America, Africa, Asia and other emerging market regions.
CFA Washington DC
1150 Connecticut Ave. NW Suite 201
Washington, DC 20036 USA
T/ 202.856.4310
F/ 202.688.1889
E/
