Corporate Investment’s clients are typically the owners of privately-held businesses with revenues between $500,000 and $50 million. The firm provides its clients with one-on-one access to our most senior advisors who will understand the business, explore all options and advise the business owner with key strategic moves in the business sale process. We tailor a marketing package for each of our clients in order to generate more interest and more offers. Corporate Investment has earned the trust of the top legal, accounting and private equity firms. Many of our clients are referred to us because of this confidence. From the initial evaluation through to completion, Corporate Investment is a trusted partner on all aspects of the transaction, ensuring critical issues are addressed, leading to an increased likelihood of a successful closing.
Managing Director, M&AMI, CBI
As an entrepreneur who built and sold a successful wholesale distribution business serving the grocery industry in 16 states, Phillip understands the business sale transaction from both the buyer’s and seller’s perspective. His “Big 8” public accounting experience, coupled with experience in completing transactions in the manufacturing, distribution, healthcare, service, and numerous other industry sectors over his career provide him with insight into the merger & acquisition process. He is an active speaker and writer on business transaction and valuation topics, and received the industry’s highest designation, Merger & Acquisition Master Intermediary, held by less than 90 professionals nationwide, in 2005. Phillip holds the Series 7, 79 and 66 Securities Licenses, through Statesman Corporate Finance, a FINRA licensed firm, based in Houston, Texas.