Memphis Office

Our Memphis practice has an exceptional track record as well as breadth of knowledge and international experience to assist clients with M&A transactions. We have served many industries including: utilities, medical waste, software development, manufacturing, railroads, trucking, real estate, medial, retail and professional services. More than any middle-market firm in the Memphis area, we have the people, resources, and network to get the job done.

Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. We represent only one side, your side. Imagine the advantage of tapping into the negotiating skills of a CFA principal who knows both sides of a deal.

Selling, buying or financing a business is a complex process that requires thorough preparation, skillful negotiation, and intimate knowledge of markets and financial resources. With CFA, you'll work locally with a senior principal, who can provide expert valuation, analysis, and negotiating skills, as well as preferred access to a national and international network of CFA industry experts and resources

Memphis Team

Serving as your partner throughout all phases of the transaction process, your CFA principal will guide you through every challenge, advocate on your behalf, and leverage our firm’s wealth of experience and resources to see you through to a successful close.

	Gerald W. Lindsay, CPA Gerald W. Lindsay is the Managing Director for CFA's Memphis office. His background includes over 33 years of experience in raising corporate capital, structuring and negotiating M&A transactions and...  Read More »
	Otto W. Thomas Otto W. Thomas is a Director in CFA's Memphis Office. His background includes turning around underperforming or troubled community banks. Otto has provided consulting services to banks...  Read More »
	Brad Lindsay, CPA Brad Lindsay is a Certified Public Accountant with over eight years experience in Accounting, Finance, Business Development, and Management. As the Director of Financial Analysis for CFA's...  Read More »
	Jennifer "Jenny" Robichaux, CBI As Director of Acquisition Services, Jenny assists clients in effectively preparing their business for sale. She works closely with each client to determine their needs and the best way to.... Read More »

Choosing an investment banking firm is not easy. For many business leaders it is often a once in a lifetime decision.  If you harbor any doubts about the next step, call us. Selecting an experienced and knowledgeable firm that is a strong advocate for your interests will provide the confidence and security inherent in making the right decision.