The Memphis office of Corporate Finance Associates (CFA) 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
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Services Offered:
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Please call or email us today to discuss your business needs. For more information visit our website at www.cfaw.com/memphis
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Areas Served:
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Shelby County, Tennessee.
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Company:
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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 corporate consulting.
Gerald began his career with Touché Ross & Company. He then became a Partner in a C.P.A. Firm in the Memphis area for the next 24 years. In his C.P.A. practice Gerald began advising clients with M&A transactions. He also developed entrepreneurial interests of his own and invested in commercial real estate, transportation and the utilities industries.
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 and banking and financial services.
Gerald has worked with both public and private businesses in the United States, Europe, Middle East, Japan and China. He currently has an office in Beijing, China to support his business interests overseas.
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 Memphis office, Brad assists clients with revenues between $5-50MM.
Prior to joining CFA's Memphis office, Brad began his career at Morgan Stanley. He was responsible for developing and structuring tax-favored retirement, tax-qualified and preferred benefit plans, business valuations, corporate and individual portfolio selection and diversification. Later, he joined a national accounting firm, where he where he prepared audits, reviews, compilations, and tax returns and assisted publicly traded clients with Sarbanes-Oxley financial controls. Brad has also worked internationally in China.
As an analyst living in Beijing, he reported on high profile portfolios and joint venture opportunities with the Chinese government.
Brad is an active member of the Tennessee society of CPAs and the AICPA, as well as several local professional associations.
Jennifer Robichaux, the Director of Acquisition Services for the greater Memphis region, assists clients in effectively preparing their business for sale. She works closely with each client to determine their needs and the best way to position their business in the market. Her commitment has always been to enhance the value of a company before it goes on the market.
Jenny worked for several years at FedEx in Global Brand Management and Retail Marketing Departments. Her experience includes brand management, communications, business plan development, and strategic planning.
Jenny earned her MBA. from the University of Memphis where she majored in Marketing. She also holds a Real Estate License in the state of Tennessee. She is an active member of the IBBA, M&A Source and other leading M&A organizations. She has received the Certified Business Intermediary (CBI) designation from the IBBA.
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Affiliations:
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IBBA
AICPA
