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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
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 (Readiness Coaching) 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 Readiness Coaching process (approx 12 weeks) that entails analysis of the business and business owner priorities, one-on-one coaching, and results in a written Strategic Assessment and Implications for Actions report
In Business Since
1980
How to contact
8329694440
Twitter name
@2cre8valu
Business Focus
Readiness Coaching; Investment Banking
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