Jeff is a Principal of Corporate Finance Associates responsible for Northern California. For the past 10 years he 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.

As CFA principal, Jeff has extensive experience and knowledge that form the foundation for his success in the investment banking industry.

Representative engagements include:

• Engaged by various middle market companies to accomplish a sale or recapitalization of the business, including the valuation, marketing documentation preparation, prospective buyer/investor identification, marketing, qualification, auction or limited auction management, negotiation and overall process management.
• Retained by foreign interests to make mid-market equity investments in the United States.
• Conceived and initiated several industry consolidations on behalf of private equity groups.
• Engaged by numerous private equity and private investment firms to identify acquisition targets, initiate discussions, gather and evaluate profile and financial information directed toward completed transactions.
• Represented a wide variety of business including:
  • Three multi-unit restaurant franchise groups.
  • Two publishing companies.
  • Food processing equipment manufacturer & distributor.
  • Cellular phone service.
  • Hazardous waste transfer station.
  • Plastic injection molding manufacturer.

Jeff has also been active within CFA for the following corporate functions:

• CFA Board of Directors
• Chairman of the Acquisition Search Committee - responsible for nation-wide buy-side assignments with strategic buyers and private equity groups.
• Chairman of the Industry Practice Group Committee - responsible for focusing CFA breadth and depth of experience and qualifications into specific industries.
• Member of the Marketing Committee - responsible for ensuring that CFA is properly represented in the marketplace, particularly with potential clients.

Prior to joining CFA, Jeff spent 25 years with the Bechtel Group in business management, sales and overseas venturing, including a three-year assignment in Kuwait. He was responsible for negotiating a number of interesting projects including an overseas fighter base, hospital operations, Nile Transportation Scheme, Gulf War Oil Spill Response and providing management and technical support to the Saudi Arabian EPA and Meteorology agency. Prior to Bechtel, Jeff spent 10 years with Kaiser Engineers, primarily overseas on capital development projects in Jamaica, Australia, and Greece.

Professional Activities

• Licensed Investment Advisor (Series 65)
• Panelist on the Sacramento Capital Access seminar on mergers and acquisitions.
• Contributing editor to the Business Times on mid-market mergers & acquisitions topics.
• Estate Planning Council of Diablo Valley & Tri-Valley Estate Planning Council.
• California real estate broker's license

Community Involvement

• Chairman of the Board of Trustees for Deep Springs College
• First Presbyterian Church.
• Fellow of the Royal Geographical Society