Gerald began his career with Touché Ross & Company. He then became a Partner in a CPA firm in the Memphis area for the next 24 years. In his CPA 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.

Past Successes Include

• Beginning five start-up companies, all of which are in operation today
• Managing three joint ventures with the Chinese Government
• Completing a merger between two leading Electric Utilities, one in the U.S. and the other in Europe.
• Completing two IPO’s

Gerald is a member of the American Institute of Certified Public Accountants, and has been active in the State and local societies of CPA’s. Also, Gerald is Chairman of Board, Global Strategies Group, Inc. He has also made numerous presentations and contributed articles that have been published in several industry publications.

Otto W. Thomas is a Director in CFA's Memphis Office. His background includes turning around underperforming or troubled community banks. Otto has provided consulting services to banks and has cleaned up the commercial loan portfolio of a $500MM commercial bank that the owners were desirous of selling. At that bank, he restructured a $60MM portfolio of commercial loans that the acquiring entity did not want to keep.

Otto began his career as a staff accountant and later moved to a publicly traded regional investment banking firm before becoming the head of the Trust Department of a community bank. He then moved to the commercial side of the bank as Executive Vice President. Otto became President and CEO of a troubled commercial bank that he turned around, saving it from seizure by regulatory authorities. He then went on to turn around three other underperforming commercial banks as President and CEO.

As a consultant, his firm successfully completed fifty contracts with the Resolution Trust Corporation during the "thrift crisis" of the late 1980s and early 1990s.

He has provided consulting services to and temporary management for small to middle market companies as well as having engaged in M&A activities.

Otto has a JD and was admitted to the Ohio Bar.

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 Memphis office of CFA, Brad assists clients with revenues between $5-50MM.

Prior to joining the Memphis office of Corporate Finance Associates, 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 CPA’s 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.