Helena Heydenrych, Executive Director, manages the team providing market research and client project search and research functions for CFA's California region.
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 also directs the development and production of the documentation used to market strategic opportunities. Helena's projects typically involve middle market business owners, Private Equity Groups and acquisitive operating companies.
Helena began her career as a high school teacher of Mathematics in South Africa. Moving to the U.K., she joined IBM as a systems engineer in the London Finance Division, where she worked closely with financial institutions engaged in the process of automating their clients through the introduction of point-of-sale data capture capabilities.
Helena has made Southern California her home since 1980. Her entrepreneurial instinct served her well in the travel and telecommunications industries, as well as in the construction industry where she owned and operated a fixture manufacturing company serving diverse clients including design firms and international hotel chains. The sale of the company in 1999 gave Helena a great deal of personal insight into the critical elements of successfully selling a privately-held company.
Helena holds FINRA Series 7, 79, 24 and 63 licenses. She earned her Bachelor of Science Degree from the University of Cape Town, South Africa where she majored in both Mathematical Statistics and Mathematics. She then completed a post graduate course in Secondary Teaching at the University of Cape Town, South Africa.
Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC