Jim Gerberman
Corporate Finance Associates
Bastrop, Texas
About
Company name
Corporate Finance Associates
Business title
Managing Director & Principal
Contact
How to contact
8329694440
Professional Profile
Call Me When
you are or have a business owner client who is talking about their exit; I can help with preparation (Business Readiness process) or with implementing the process of selling of their business (Investment Banking)
Professions
Coach
Consultant
M&A Intermediary
Functional Expertise
Board of Directors (for profit)
Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Corporate finance
Debt
Due diligence
Equity
ESOPs
Finance
Financial Modelling
Fundraising
Government contracts
Intellectual property
Leadership Development
Management succession
Mergers
Private equity
Private placements
Sell side/Divestiture
Strategic planning
Transaction advisory
Transaction intermediary
Turnarounds
Venture capital
Exit/Transition Planning
Bankruptcy
Business Focus
Business Readiness; Investment Banking
Professional Certification
FINRA Series 79 Investment Banking Representative; FINRA Series 82 Private Securities Offerings Representative; FINRA Series 63 Uniform Securities Agent
Transition Planning Certification or Methodology
I have developed a proprietary Business Readiness process (approx 12 weeks) that entails analysis of the business and business owner priorities, one-on-one coaching, and results in a written Game Plan (Readiness Enhancement Guide)
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Austin Launch Committee
Member since
Member for 2 years
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
to grow and learn, to serve and expand my sphere of influence, and to build long term relationships with clients and their advisors towards a successful exit from their business
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