Mergers and Acquisitions Advisors

Our Team

United States

India

Mumbai, Maharashtra

Gireesh Narsimhan

Pune, Maharashtra

Gireesh Narsimhan

Europe

Brazil

China

Corporate Office

With its Corporate Office located in Los Angeles, CFA has over 20 offices in the United States and India and partner offices in Asia, throughout Europe and South Africa. The Corporate Office oversees strategic planning, systems & infrastructure, business development and continuing education. CFA is owned by the professionals who manage the regional offices and make up the Board of Directors.

Corporate Finance Associates
24461 Ridge Route Drive, Suite A200
Laguna Hills, CA 92653 USA

T/ 949.305.6710
F/ 949.305.6713
E/ info@cfaw.com
David Sinyard
David Sinyard has over 30 years in corporate finance, mergers and acquisitions, investments, operations and commercial real estate. His career includes four years with a boutique investment bank, seven years as CFO and COO of two private equity start-ups, seven years at Holiday Inn Worldwide as SVP Corporate Finance & Development and Treasurer and eight years in the commercial real estate finance industry.
CFA Atlanta
5871 Glenridge Drive NE, Suite 380
Atlanta, GA 30328 USA

T/ 404.406.7445
F/ 404.406.7445
E/
Cliff Kendel
Cliff Kendel has over thirty years of experience in public accounting; commercial real estate and corporate finance; mergers & acquisitions and investment sales; investments real estate development and operations. His career includes five years as CFO for a boutique regional commercial real estate, hospitality and health care developer; fifteen years in acquisitions, development and asset management for several preeminent national and international investors; and twelve years running a boutique financial advisory firm.
CFA Atlanta
5871 Glenridge Drive NE, Suite 380
Atlanta GA 30328 USA

T/ 404.931.3708
F/ 404.931.3708
E/
James Higgins
Jim Higgins, Managing Director of CFA Atlanta, specializes in designing, financing and executing internal buyout transactions for privately-held companies. Jim has advised over 90 companies on management and ESOP buyouts that provide unique financial, tax, strategic and motivational benefits that are distinct from traditional third-party corporate sales.
CFA Atlanta
5871 Glenridge Drive NE, Suite 380
Atlanta, GA 30328 USA

T/ 973.241.4403
E/
Robert Massengill
Bob Massengill has advised CEOs of private and public companies throughout his business career and has worked with hundreds of companies in the distribution, manufacturing and service industries. Transactions include sell side and buy side M&A advisory work, leveraged and non-leveraged minority ESOPs, second stage ESOPs, 100% ESOPs, sales of ESOP companies, acquisitions by ESOP clients and ESOP terminations.
CFA Atlanta
5871 Glenridge Drive NE, Suite 380
Atlanta, GA 30328

T/ 973-241-5783
E/
Roy 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 Austin
100 Congress Avenue Suite 2000
Austin TX 78701

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 Austin
100 Congress Street Suite 2000
Austin TX 78701

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 Austin
100 Congress Avenue Suite 2000
Austin TX 78701 USA

T/ 432.687.4916
F/ 210.568.2520
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 Austin
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 Austin
100 Congress Avenue Suite 2000
Austin TX 78701

T/ 210.653.2750
F/ 210.568.2520
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 Chicago

T/ 402.330.2160
E/
Robert P. St.Germain
Bob has over 20 years of experience in both corporate development and investment banking and, thereby, brings a unique perspective to transactions from both sides of the table. He works engagements on behalf of buyers seeking acquisitions, as well as, sellers seeking to sell or recapitalize their businesses. His industry expertise ranges from manufacturing to distribution to B2B services.
CFA Columbus
200 East Campus View Boulevard Suite 200
Columbus OH 43235 USA

T/ 614.476.2291
F/ 614.476.2324
E/
Stephen J. Hauser
Steve has over 30 years experience in general management, sales, and corporate development, for both global and entrepreneurial firms. He has also served as an advisor and board director for e-commerce and industrial products firms. He has managed numerous sell-side engagements and has also assisted start-up and public companies on both capital structure and funding issues.
CFA Columbus
200 East Campus View Boulevard Suite 200
Columbus OH 43235 USA

T/ 513.873.7028
E/
Thomas C. Washbush
Mr. Washbush has represented clients with an emphasis in capital market financing, lender representation and public financing including bond transactions, venture capital and economic development financing totaling over $31 billion. Additionally, he has represented acquirers and sellers of privately held and publicly held companies in mergers, acquisitions and recapitalizations totaling more than $1 billion. He often represents financial institutions and companies in matters involving restructuring and workouts.
CFA Columbus
200 East Campus View Boulevard Suite 200
Columbus OH 43235 USA

T/ 614.565.4542
E/
Charles E. Washbush
Chuck joined CFA in 1987 after spending his earlier career managing, financing, acquiring and selling privately-held and national corporations. His depth of experience is valued by owners and senior management in addressing the many issues they face in their companies. Chuck has represented sellers and buyers of manufacturing, distribution and service businesses throughout the United States and Canada.
CFA Columbus
200 East Campus View Boulevard Suite 200
Columbus, OH 43235 USA

T/ 614.476.2291
F/ 614.476.2324
E/
Terry Fick
Terry Fick has been a middle market investment banker for over 30 years, having closed close to 100 transactions, mostly representing the owners of privately held companies. Prior to his Investment Banking career, Mr. Fick was a successful entrepreneur, having started and later selling three companies. His experience includes transactions with private equity groups, mergers of synergistic corporations of all sizes and international transactions.
CFA Dallas
13355 Noel Road Galleria Tower One, Suite 1100
Dallas TX 75240 USA

T/ 214.540.8109
E/
Dan Vermeire
Dan has a track record of success in strategic growth, corporate development, acquisitions and deal structures. He has advised or led dozens of successful corporate development projects, including a franchise conversion, a NASDAQ IPO, and a $400M acquisition, involving all aspects of strategic planning, M&A process execution, due diligence, and integration programs.
CFA Dallas
13355 Noel Road Galleria Tower One, Suite 1100
Dallas TX 75240 USA

T/ 214.540.8112
E/
Brad Purifoy
Brad is an accomplished investment banking professional with over 25 years of experience including full company sales, mergers, partial sales/recapitalizations, senior lending, sub-lending, asset sales, stock sales, and both sell-side and buy-side representation. He was honored as the Sole 2013 finalist for Dallas Business Journal Merger and Acquisition Awards Investment Banker / Intermediary of the Year.
CFA Dallas
13355 Noel Road Galleria Tower One, Suite 1100
Dallas TX 75240

T/ 214.746.5094
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 Denver
303 South Cascade Avenue Suite 200
Denver CO 80903 USA

T/ 719.635.4667
F/ 719.635.4988
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 Denver
303 South Cascade Avenue Suite 200
Colorado Springs, CO 80903 USA

T/ 402.330.2160
F/ 402.330.2461
E/
Jeremiah Hughes
Jeremiah is an Associate in the Denver office of Corporate Finance Associates 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 Denver team. Jeremiah's industry background includes financial planning and risk management.
CFA Denver
303 South Cascade Avenue Suite 200
Colorado Springs CO 80903

T/ 402.330.2160
F/ 402.330.2461
E/
George A. Walden II
George Walden has twenty years experience as a middle-market investment banker. He has worked extensively with family-owned and private companies throughout his career. George has participated in multiple turnarounds and successful transactions in out of favor industries. He recently initiated, negotiated, and closed a tax exempt share offering for a qualifying small business in record times.
CFA Houston
1614 Louetta Road, Suite I
Spring TX 77388 USA

T/ 713.465.4055
F/ 713.960.9507
E/
Matt Register
Matt Register has more than 10 years experience in operations and strategic planning. His operational experience provides added perspective and an enhanced ability to execute transactions, serving clients through a thorough understanding of their business and what it takes to run a successful company. Most importantly, Matt's capabilities make him a highly skilled negotiator who is analytical and tenacious
CFA Houston
1614 Louetta Road, Suite I
Spring TX 77388 USA

T/ 713.465.4055
E/
Ralph Fain
Ralph Fain has experience advising companies ranging from Fortune 500 to middle market companies. He served in several C-level financial positions and founded and grew a B2B start up to $70MM in revenue prior to selling same. His experience encompasses both buy-side and sell-side representations and, as a former entrepreneur/middle-market company owner, Ralph understands the complex and unique issues of private company owners who are looking to sell.
CFA Houston
1614 Louetta Road, Suite I
Spring TX 77388

T/ 713.465.4055
E/
Cynthia Doerr MD
Cynthia Doerr, MD, is a Healthcare Advisor in the Houston office. With nearly twenty-five years of healthcare experience in both clinical practice and healthcare venture capital, Dr Doerr understands the interrelationships between clinical medical utility, technology assessment, market development, regulatory process, and commercialization of medical devices, biotech, and healthcare services
CFA Houston
1614 Louetta Road, Suite I
Spring TX 77388

T/ 713.303.4519
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 Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA

T/ 949.457.8990 x102
F/ 949.382.1626
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 Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA

T/ 949.457.8990 x106
F/ 949.382.1626
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 Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA

T/ 949.457.8990 x103
F/ 949.382.1626
E/
Daniel Sirvent
Daniel E. Sirvent has years of experience in corporate finance, mergers & acquisitions, asset divestitures and corporate finance transactions totaling over $2.5 Billion in closed transaction value. He specializes in working with companies in highly complex, heavily regulated industries where his background in policy analysis and management enables him to provide specific expertise to companies in the aerospace & defense, life sciences and natural resource sectors.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653

T/ 949.457.8990 x110
F/ 949.460.7550
E/
Alexander Petersen
Alexander is a global medical technology and health services executive, with experience as CEO and General Manager of growth businesses. He believes that lasting growth comes from offering unique experiences through innovative products, smooth workflows and exceptional service.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills CA 92653

T/ 949.457.8990 x109
F/ 949.382.1626
E/
Christ Zomaya
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/
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 is an Associate in the Omaha office of Corporate Finance Associates 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
Morley Zipursky is Chairman Emeritus of CFA Worldwide. He has been involved in the M&A industry since 1980 when he joined CFA. Morley has been one of the most successful dealmakers in CFA history, earning Dealmaker of the Year honors on two occasions. He has 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/
Ryan Rothschild
Ryan Rothschild, Advisor, has over 20 years of professional experience in corporate finance and as a successful business owner. His extensive entrepreneurial background, as an owner/operator of service, technology, manufacturing, marketing and consumer product companies provide him a broad perspective and a unique capability.
CFA San Diego
16870 West Bernardo Drive, Suite 400
San Diego CA 92127

T/ 858.216.2216
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/
Gireesh Narsimhan
Gireesh comes with over 12 years of experience in venture capital, private equity and investment advisory business. His industry experience includes technology, media & telecom, engineering & manufacturing , healthcare & environmental technologies. Gireesh has represented a number of companies across sectors working to achieve their strategic goals via mergers, acquisitions, recapitalizations, alliances and joint ventures.
CFA India | Mumbai
2&3, Rahimtoola House, 2nd Floor 7, Homji Street, Fort
Mumbai, Maharashtra 400001

T/ +91.20.25451811
E/
Gireesh Narsimhan
Gireesh comes with over 12 years of experience in venture capital, private equity and investment advisory business. His industry experience includes technology, media & telecom, engineering & manufacturing , healthcare & environmental technologies. Gireesh has represented a number of companies across sectors working to achieve their strategic goals via mergers, acquisitions, recapitalizations, alliances and joint ventures.
CFA India | Pune
Atharva, J.P. Nayak Marg Suite 5, 3rd Floor
Pune, Maharashtra 411038

T/ +91.98230.14126
E/

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