Mergers and Acquisitions Advisors

Our Team

United States

Canada

India

Bangalore, Karnataka

Girish Narasimhan

Mumbai, Maharashtra

Girish Narasimhan

Abhishek Murarka

Priyanka R. Divekar

Pune, Maharashtra

Girish Narasimhan

Sayantan Bhattacharya

Akshay Hoshing

Europe

Brazil

China

Corporate Office

With its Corporate Office located in Los Angeles, CFA has over 20 offices in the United States and Canada, three in India and seventeen affiliated offices in Brazil, China and throughout Europe. 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 28 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
5605 Glenridge Drive, Premier Plaza, Building One, Suite 670
Atlanta, GA 30342 USA

T/ 678.270.4020
F/ 678.270.4020
E/
Marc Borrelli
For the past 21 years, Marc has represented a broad range of companies working to achieve their strategic goals via mergers, acquisitions, recapitalizations, alliances and sales. His industry experience includes lodging, information systems, software, business services and manufacturing. Marc has represented both US and foreign based companies in the US and overseas in their search for attractive acquisitions.
CFA Atlanta
5605 Glenridge Drive, Premier Plaza, Building One, Suite 670
Atlanta, GA 30342 USA

T/ 678.270.4020
F/ 678.270.4020
E/
Steven Jasmin
Steven Jasmin, Managing Director of CFA Atlanta, has over 10 years of experience as an investment banker spanning several major CFA Industry Practice Groups including Commercial Real Estate and Technology, Media and Telecom. He is adept at working with companies at all stages of the business life cycle including start up and early stage advisory.
CFA Atlanta
5605 Glenridge Drive, Premier Plaza, Building One, Suite 670
Atlanta, GA 30342 USA

T/ 678.270.4020
F/ 678.270.4020
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
5605 Glenridge Drive Suite 670
Atlanta GA 30342 USA

T/ 678.270.4020
F/ 678.302.7287
E/
Robert Contaldo
Robert Contaldo is a 28 year veteran of the investment banking industry specializing in mergers, acquisitions, recapitalizations, raising debt and other M&A transactions. He is experienced in a wide range of industry sectors and is a member of CFA’s Printing Industry Practice Group and Chairman of CFA’s Metal Fabrication Industry Practice Group.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
Joseph Contaldo
Joe Contaldo is a Managing Director in CFA’s Chicago office and began his investment banking career focusing on acquisition services and private equity development . Joe currently heads business development and the buyer advisory practice for the Chicago office. He is the Chairman of CFA’s Aviation, Aerospace and Defense Industry Practice Group.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
Anthony Contaldo
Anthony Contaldo serves as Director in CFA’s Chicago office. He has worked with clients in a broad range of industries with a particular focus on metal fabrication, food and beverage, healthcare and environmental service companies. Anthony is active in business development and oversees a team of financial analysts who create financial reports, information memorandums and industry research.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
John Sheridan
John Sheridan is a highly experienced M&A professional with over 20 years in the industry. John has worked in a wide variety of industries with clients ranging in size from $1 million to $100 million. He focuses on both buy-side and sell-side assignments, as well as capital raises involving senior debt, subordinated debt and equity investments.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
Jasper Gallo
Jasper Gallo is an Associate in the Chicago office of Corporate Finance Associates, where he brings his experience as a former financial advisor and investment consultant to help create financial reports and valuation models and valuation analysis in support of the M&A projects of the CFA Chicago team.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
Navneet Saxena
Navneet Saxena is an Associate in the CFA Chicago office, where he began his investment banking career. Navneet brings his past experience as a financial analyst to CFA Chicago where he helps create financial reports, valuation models and analysis, confidential information memorandum, and industry reports. Navneet has a B.S. in Finance and Economics from the University of Illinois at Urbana-Champaign.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118 USA

T/ 847.836.7035
F/ 847.836.7254
E/
John Sorensen
John Sorensen, Director of Business Development at CFA Chicago is a banking industry veteran with over 30 years of experience in commercial banking and finance. He has successfully formed a bank holding company and structured the acquisition of an existing bank.
CFA Chicago
770 Beacon Street Suite A
West Dundee, IL 60118

T/ 847.836.7035
F/ 847.836.7254
E/
Robert P. St.Germain
Bob has over 15 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
2720 Airport Drive Suite 100
Columbus OH 43219 USA

T/ 614.476.2291
F/ 614.476.2324
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
2720 Airport Drive Suite 100
Columbus, OH 43219 USA

T/ 614.457.9219
F/ 614.457.9211
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
671 Camden Yard Court
Columbus OH 43235 USA

T/ 614.457.9219
F/ 614.457.9211
E/
Terry Fick
Terry Fick has been an investment banker in the lower middle market for over 25 years, closing over 60 transactions, mostly representing the owners of privately held companies. Mr. Fick was a successful entrepreneur, having started and later sold three companies. His experience includes international transactions, transactions with private equity groups from across the world, and mergers of synergistic corporations of all sizes.
CFA Dallas
10440 N. Central Expressway Suite 800
Dallas TX 75231 USA

T/ 214.540.8109
F/
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
10440 N. Central Expressway Suite 800
Dallas TX 75231 USA

T/ 214.540.8112
F/
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/
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/
Robert Prangley
Robert Prangley joined CFA in 1989 originally as Vice President Marketing and ultimately became one of the founders when the company was acquired by a group of eleven individuals. Bob’s experience as a former business owner in broadcasting, publishing and video production has served him well in his capacity as “Rainmaker” for CFA Denver.
CFA Denver
303 South Cascade Avenue Suite 200
Colorado Springs, CO 80903 USA

T/ 303.877.3662
F/ 303.770.1942
E/
Lawrence J. Rogers
Larry Rogers is the Managing Shareholder for CFA’s Houston office with over thirty years of dealmaking experience as a business owner, corporate buyer, and investment banker. He has completed more than fifty transactions worth over $1.5 billion. He has done deals for clients in the US, UK, Norway, Germany, Japan, Indonesia, Mexico, Latvia and Nigeria.
CFA Houston
5100 Westheimer Suite 105
Houston TX 77056 USA

T/ 713.465.4055
F/ 713.960.9507
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
5100 Westheimer Suite 1300
Houston TX 77056 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
5100 Westheimer Suite 105
Houston TX 77056 USA

T/ 713.465.4055
F/ 713.960.9507
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 Houston
5100 Westheimer Suite105
Houston TX 77056 USA

T/ 713.465.4055
F/ 713.960.9507
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/
Angie Marshall
Angie joined CFA Kentucky in October 2011 as Senior Project Manager. Her varied experience includes commercial banking, public accounting and financial management. Angie holds a CPA license and an MBA in Real Estate, Banking and Finance from the University of Kentucky, a Certified Commercial Investment Member designation and a general contractor’s license. Her background includes owning her own commercial real estate firm and commercial construction consulting firm.
CFA Lexington
1999 Richmond Road Suite 500
Lexington KY 40502

T/ 859.963.2400
F/ 859.422.6700
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
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
F/ 949.382.1626
E/
Brian P. Ballo
During his 15 year investment banking career, Brian has structured and raised in excess of $250 million in equity and debt financings for emerging and middle market corporations, primarily in technology industries. He has quality relationships with private equity firms, hedge funds and corporate investors, with whom he has also structured M&A transactions. He also arranges factoring and purchase order financing, which enable a company to obtain cash quickly and improve cash flow.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA

T/ 949.735.6500
F/ 949.315.3100
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
F/ 949.382.1626
E/
Jim Eaton
Jim Eaton is a Managing Director 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/
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
F/ 949.382.1626
E/
Susan Baird
Susan is a graduate of UCLA Law School, where her coursework included Environmental Business Transactions, Business Associations, and Advanced Real Estate Law. Susan’s critical thinking, strategic analysis and written communication skills support her ability to execute targeted industry sector research projects for clients in order to identify strategic buyers, sellers and partners for that sector and to prepare the marketing documentation needed to introduce the designated opportunity to them.
CFA Los Angeles
23046 Avenida de la Carlota Suite 600
Laguna Hills, CA 92653 USA

T/ 949.457.8990
F/ 949.382.1626
E/
Gerald W. Lindsay
Gerald Lindsay is a seasoned M&A executive with over 33 years experience raising corporate capital, structuring and negotiating mergers and acquisitions transactions and corporate consulting. Gerald has worked with both public and private businesses in the United States, Europe, Middle East, Japan and China. His industry focus is broad, but includes transportation and logistics, healthcare and manufacturing.
CFA Memphis
6465 N. Quail Hollow Road Suite 215
Memphis TN 38120 USA

T/ 901.751.8880
F/ 901.471.3800
E/
Brad Lindsay
Brad Lindsay has over ten years experience in accounting, finance, business development and management. Currently a CPA, Brad began his investment banking career with Morgan Stanley focusing on tax-favored retirement plans, business valuations and financial planning. He provides financial analysis and creates financial reports, industry reports and investment memorandums for CFA Memphis.
CFA Memphis
6465 N. Quail Hollow Road Suite 215
Memphis, TN 38120 USA

T/ 901.751.8880
F/ 901.471.3800
E/
Otto W. Thomas
Otto Thomas has provided M&A services to middle market companies for over 25 years with a particular focus on the financial services sector. He specializes in restructuring strategies prior to the sale of a financial institution and has also provided consulting services and temporary management to small and middle market companies as well.
CFA Memphis
6465 N. Quail Hollow Road Suite 215
Memphis TN 38120 USA

T/ 901.751.8880
F/ 901.471.3800
E/
Jennifer Robichaux
Jenny Robichaux is Director of Acquisition Services for the greater Memphis region. She assists clients in effectively preparing their business exit, working closely with each to determine the best way to position their business for sale. Her goal is to enhance the value of a company before it goes to market.
CFA Memphis
6465 N. Quail Hollow Road Suite 215
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 1300
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 1300
Midland TX 79701 USA

T/ 210.653.2750
F/ 210.568.2520
E/
Anthony M. Contaldo
Anthony Contaldo has worked with clients in a broad range of industries with a particular focus on metal fabrication, food and beverage, healthcare and environmental service companies. Anthony is active in business development and oversees a team of financial analysts who create financial reports, information memorandums and industry research.
CFA Milwaukee
250 East Wisconsin Avenue
Milwaukee WI 53202 USA

T/ 847.477.8651
F/ 414.918.8652
E/
Joseph Contaldo
Joe Contaldo is a Managing Director in CFA’s Milwaukee office and began his investment banking career focusing on acquisition services and private equity development . Joe currently heads business development and the buyer advisory practice for the Milwaukee office. He is the Chairman of CFA’s Aviation, Aerospace and Defense Industry Practice Group.
CFA Milwaukee
250 East Wisconsin Avenue
Milwaukee WI 53202

T/ 847.477.8651
F/ 414.918.8652
E/
Jasper Gallo
Jasper Gallo is an Associate in the Milwaukee office of Corporate Finance Associates, where he brings his experience as a former financial advisor and investment consultant to help create financial reports and valuation models and valuation analysis in support of the M&A projects of the CFA Chicago team.
CFA Milwaukee
250 East Wisconsin Avenue
Milwaukee WI 53202

T/ 847.477.8651
F/ 414.918.8652
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
600 Highway 169 South Suite 1575
Minneapolis, MN 55426 USA

T/ 612.216.4466
F/ 952.253.6692
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
600 Highway 169 South Suite 1575
Minneapolis MN 55426 USA

T/ 952.253.6690
F/ 952.253.6692
E/
Greg McKinley
Greg has been building expertise in mergers and acquisitions for over 15 years, following many years as a CPA and also as CFO in the banking, manufacturing and transportation industries. Greg’s background experience enables him to ably represent both buyer and seller clients, assisting them in reaching their goals of growth and/or divestiture.
CFA Nashville
725 Cool Springs Boulevard Suite 600
Nashville TN 37067 USA

T/ 615.732.6141
F/ 866.283.3418
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/
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
75 Market Street Suite 305
Portland ME 04101 USA

T/ 207.772.4496
F/ 207.772.2227
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
75 Market Street, Suite 305
Portland ME 04101 USA

T/ 207.772.4496
F/ 207.772.2227
E/
Sam Adams
Sam has more than 25 years’ experience helping middle-market companies access capital. As a business owner, investor, legal advisor, and legislative advocate, he has devoted his career to helping business owners find the resources they need at every stage: start-up, growth, expansion, and sale.
CFA Portland
75 Market Street Suite 305
Portland ME 04101

T/ 207-772-4496
F/ 207-772-2227
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/Austin
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA

T/ 210.653.2750
F/ 210.568.2520
E/
Eduardo Berdegue
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/Austin
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA

T/ 210.653.2750
F/ 210.568.2520
E/
Herbert 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/Austin
1777 N.E. Loop 410 Suite 600
San Antonio, TX 78217 USA

T/ 432.687.4916
F/ 432.687.4916
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
4445 Eastgate Mall, Suite 200
San Diego, CA 92121 USA

T/ 858.384.1121
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 San Diego
4445 Eastgate Mall Suite 200
San Diego CA 92121

T/ 858.384.1121
F/ 949.382.1626
E/
Jeff Johnson
For the past 10 years, Jeff has represented a broad range of companies to achieve their strategic goals through mergers, recapitalizations, alliances and sales. Similarly, he has represented strategic buyers and private equity groups in establishing their acquisition criteria and implementing their acquisition campaigns. Jeff has extensive experience and knowledge that form the foundation for his success in the investment banking industry.
CFA San Francisco
3906 Quail Ridge Road
Lafayette, CA 94549 USA

T/ 925.299.0386
F/ 925.299.0387
E/
Arun K. Batavia
Arun is a twenty-five year veteran of the technology and telecom industries as a senior executive, entrepreneur and dealmaker. He has advised many companies in mobile, technology services and digital media. He leverages an extensive career in software and telecommunications to offer significant strengths as a thought leader, a consensus builder and sophisticated dealmaker.
CFA San Francisco
3906 Quail Ridge Road
Lafayette, CA 94549 USA

T/ 415.730.3492
F/ 606.714.1265
E/
Michael Weiss
Michael Weiss brings 20 years’ experience in corporate finance and investment banking to the Seattle CFA office. He draws on a depth of past experience working as a CPA and his current ownership in two manufacturing companies. The combined background in consulting and operations brings important insights to bear on the issues faced by clients.
CFA Seattle
7215 45th Street Court E
Fife, WA 98424 USA

T/ 888.697.6400
F/ 206.374.2554
E/
Justin Turner
Justin Turner brings a solid background in investment banking and private equity to the CFA Seattle office. He has worked on numerous mergers and acquisitions transactions, both on the buy side and the sell side. His work with clients focuses on market research, strategic planning, company valuation, and financial modeling.
CFA Seattle
7215 45th Street Court E
Fife, WA 98424 USA

T/ 888.697.6400
F/ 206.374.2554
E/
Lee Crawley
Lee Crawley is a seasoned business executive specializing in mergers and acquisitions since 1999. Lee has experience in a wide range of industries and a particular focus in the energy industry working with both growth strategies and acquisition strategies. As a former CEO for public and private companies, Lee is in a unique position to help his clients achieve their M&A goals.
CFA Tulsa
5314 S. Yale Avenue Suite 1000
Tulsa, OK 74135 USA

T/ 918.743.1130
F/ 918.743.1131
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 Ninth Floor
Washington, DC 20036 USA

T/ 202.862.4310
F/ 202.688.1889
E/
Michael Gardner
Michael Gardner’ s finance career of over 25 years has included banking, advisory and corporate roles. He has completed over 100 financings exceeding $5 billion including acquisition, project and international financings as well as both long term asset and short term working capital facilities. Mike has extensive experience in the Energy business. Mike’s experience also includes work with clients in Engineering, Construction, Forestry and Mining.
CFA Canada | Calgary
322 - 11th Avenue SW Suite 205
Calgary, Alberta T2R 0C5 Canada

T/ 403.699.1138
F/ 403.218.3967
E/
Jerald Alexander
For the past 25 years, Jerald has represented sellers, buyers and companies sourcing growth capital to complete successful transactions. His industry experience includes steel fabrication & machining,wood and metal furniture manufacturing, chemical processing, oil & gas, biotech, communications, transpotration, computer technology, distribution and financial services.
CFA Canada | Toronto
1 Younge Street Suite 1801
Toronto Ontario M5E 1W7 Canada

T/ 416.485.9547
F/ 416.485.8970
E/
Douglas Nix
Douglas is one of Canada's leading mid-market M&A advisors. He is a chartered accountant who has been involved in over 60 M&A transactions in the past 15 years and has advised many public and private companies in acquisitions and divestitures of domestic and international operations.
CFA Canada | Toronto West
1540 Cornwall Road Suite 211
Oakville Ontario L6J 7W5 Canada

T/ 905.845.4340 Ext. 211
F/ 905.845.4348
E/
Girish Narasimhan
Girish comes with over 10 years of experience in venture capital, private equity and investment advisory business. His industry experience includes technology, media & telecom, engineering & manufacturing , healthcare & environmental technologies. Girish has represented a number of companies across sectors working to achieve their strategic goals via mergers, acquisitions, recapitalizations, alliances and joint ventures.
CFA India | Bangalore
I S- 301, Manipal Centre, No.47 Dickenson Road
Bangalore Karnataka 560042 India

T/ +91.80.25585027
F/ +91.20.25451711
E/
Girish Narasimhan
Girish comes with over 10 years of experience in venture capital, private equity and investment advisory business. His industry experience includes technology, media & telecom, engineering & manufacturing , healthcare & environmental technologies. Girish 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
Suite 2, E - 29, Dhanraj Mahal, Chatrapati Shivaji Marg, Appollo Bunder, Colaba,
Mumbai, Maharashtra 400001 India

T/ +91.20.25451811
F/ +91.20.25451711
E/
Abhishek Murarka
Abhishek comes with over 6 years of experience in mobilizing structured finance, due diligence engagements and business planning. He has a good understanding of key processes involved in debt assignments including financial due-diligence. He shares close relationships with various Lenders and Corporates across sectors such as Infrastructure, Manufacturing, Real Estate and Hospitality.
CFA India | Mumbai
Suite 2, E - 29, Dhanraj Mahal, Chatrapati Shivaji Marg, Appollo Bunder, Colaba
Mumbai Maharashtra 400001 India

T/ +91.99870.59216
F/ +91.20.25451711
E/
Priyanka R. Divekar
A C.A. by profession, Priyanka comes with over 4 years of experience in mergers and acquisitions, business valuations, due-diligence, strategic business plan reviews and fund-raising via private placement (including PE). Her experience includes building financial models, information memorandums, business plan documents and strategy papers for clients. She has worked with pedigreed clients across sectors including Food & Agriculture, Automotive, FMCG, Healthcare, and IT & ITES.
CFA India | Mumbai
Suite 2, E - 29, Dhanraj Mahal, Chatrapati Shivaji Marg, Appollo Bunder, Colaba,
Mumbai, Maharashtra 400001 India

T/ +91.20.25451811
F/ +91.20.25451711
E/
Girish Narasimhan
Girish comes with over 10 years of experience in venture capital, private equity and investment advisory business. His industry experience includes technology, media & telecom, engineering & manufacturing , healthcare & environmental technologies. Girish 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
Pune, Maharashtra 411038 India

T/ +91.20.25451811
F/ +91.20.25451711
E/
Sayantan Bhattacharya
Sayantan brings over 7 years of experience in capital resources, acquisition and business planning. His experience includes deal origination, analysis, private equity placements and acquisition searches across sectors such aslight engineering, manufacturing, healthcare, education and technology.
CFA India | Pune
Atharva, J.P. Nayak Marg Suite 5
Pune, Maharashtra 411038 India

T/ +91.20.25451811
F/ +91.20.25451711
E/
Akshay Hoshing
Akshay comes with over 7 years of experience in working with clients on capital resources, mergers and acquisition assignments. His experience includes formulating financial models for transactions, valuations and transaction structuring. Akshay has actively worked across sectors such as manufacturing, technology and business services.
CFA India | Pune
Atharva, J.P. Nayak Marg Suite 5
Kothrud, Pune, Maharashtra 411038 India

T/ +91.20.25451811
F/ +91.20.25451711
E/

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