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MEMBER PROFILE

 

Jim Gerberman

Corporate Finance Associates

 

Member profile details

Membership level
Austin Launch Committee
First name
Jim
Last name
Gerberman
Title
Managing Director & Principal
Company
Corporate Finance Associates
XPX Chapter Email Lists
  • Austin News & Events
 

XPX ROLE

Leadership Role
Launch Committee
 

CONTACT INFORMATION

City
Bastrop
State
Texas
 

PROFILE INFORMATION

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)
Why I/we support 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
Profession
  • Coach
  • Consultant
  • M&A Intermediary
Functional Expertise
  • Bankruptcy
  • Board of Directors (for profit)
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Capital markets
  • Corporate finance
  • Debt
  • Due diligence
  • Equity
  • ESOPs
  • Exit/Transition Planning
  • 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
Client Industry(ies)
  • 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
Professional Certification(s)
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)
In Business Since
1980
How to contact
8329694440
Twitter name
@2cre8valu
Business Focus
Business Readiness; Investment Banking
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