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CFI People

   NAME    TITLE    SECTOR    LOCATION
 Wayne Albo  Chairman  Real Estate  Canada
Telephone   +1 416 619 9129
Mobile  
Email   wayne.albo@thecfigroup.com
Sectors   Real Estate; Consumer Goods: Retail, Consumer Durables; Business Services: Entertainment.
Company   CFI Canada

Wayne has been in corporate finance since 1975; he is one of Canada's foremost experts in valuation and transaction pricing and has been involved in more than 300 successful transactions. Wayne is the lead author of the authoritative text "The Purchase and Sale of Privately Held Businesses". He serves on the Accounting Standards Oversight Committee of the Canadian Institute of Chartered Accountants. Wayne is a member of the Advisory Board of Park 'n Fly and is a Director of several private companies. He is a lecturer and columnist on business valuations and mergers and acquisitions, and appears as an expert witness in these matters. Wayne is a fellow of the Chartered Accountants and a fellow of the Canadian Institute of Chartered Business Valuators.

 Mário Alegrias  Associated Partner  Food & Beverage  Portugal
Telephone   +351 21 481 83 90
Mobile   +351 93 231 75 30
Email   mario.alegrias@thecfigroup.com
Sectors   Food & Beverage
Company   CFI Portugal

CFI Portugal has reinforced its presence in the Industrial sectors by hiring Mário Alegrias.
 
Mário holds a degree in Mechanical Engineering from Instituto Superior Técnico and postgraduate degrees in Engineering Production by Svenska Management Group and Accounting and Finance by Universidade Católica Portuguesa. Has also made the Advanced Management Program for Executives from Universidade Católica Portuguesa and most recently the High Business Management Course from the University of Navarra, IESE / AESE in Lisbon.  
  
Prior to joining CFI Portugal he developed much of his professional career in the paper, packaging and food industry as senior and executive director.

 Alessandro Martinoni  Director Advisory  Consumer Goods  Italy
Telephone   +39 02 8858801
Mobile  
Email   alessandro.martinoni@thecfigroup.com
Sectors   Consumer Goods: Food & Beverage, Plastics & Packaging, Machinery, ICT, Pharmaceuticals, Automotive.
Company   CFI Italy

Alessandro has over 15 years of experience in originating and advising transactions in the field of merger & acquisitions and corporate finance.

Major projects for both national and "cross border" have been executed for Italian mid-market companies (family-owned businesses, etc.), multinationals (in the context of acquisitions/disposals of assets, businesses, etc. located in Italy) and private equity funds.

Experience has been also matured in executing projects related to listed companies (IPOs, tender offers, etc.) and partially in financial debt restructuring. Specific experience in advisory projects related to business/financial planning, corporate evaluations, fairness opinions, etc.

 

 Arleu Anhalt  Managing Partner & CEO  Industrials  Brazil
Telephone   +55 11 3500 5551
Mobile   +55 11 98336 4930
Email   arleu.anhalt@thecfigroup.com
Sectors   Industrials: Energy: Renewable Energy; Business Services: Financial Services; Healthcare; Consumer Goods; Real Estate
Company   CFI Brazil

Arleu is the former CEO of the Brazilian Investor Relations Institute - IBRI. Awarded "Investor Relations of the Year" twice. He is also the former Partner and CEO of Thomson Investor Relations Brazil. Currently Arleu is Managing Partner (CEO) and advises on IPO operations in Corporate Governance and Investor Relations as well as executing M&A transactions and Leveraged Buy-Outs

 Annie Finlayson  Partner  Facilities Management  United Kingdom
Telephone   +44 (0)845 643 5500
Mobile   +44 (0)777 588 7421
Email   annie.finlayson@thecfigroup.com
Sectors   Facilities Management
Company   CFI United Kingdom

Annie joined CFI United Kingdom as a Partner in 2016 after previously heading up PHS Group’s programme of mergers, acquisitions and divestments as Director of Corporate Development. During her tenure the business delivered not far short of 300 deals and she gained a wealth of experience, particularly in the Facilities Management sector.

In 2012 Annie was named the Insider Dealmaker of the Year in Wales, making her the first woman and first in-house advisor to win the award. In addition to her professional career Annie has always been very active in the wider business community, often being used as a strategist, mentoring businesses in all stages of their lifecycle.

 Pierre Audras  Senior Manager  Industrials  France
Telephone   +33 1 44 13 88 28
Mobile   +33 6 73 91 60 53
Email   pierre.audras(at)thecfigroup.com
Sectors   Aerospace & Defense, Paper/Plastics & Packaging, Transport & Logistics
Company   CFI France

Pierre graduated from ESC Toulouse and Technische Universität Berlin. He began his career at Société Générale Corporate & Investment Banking in Frankfurt and joined CFI France in 2007.

 Jorge Ballerino  Executive Director  Industrials  Chile
Telephone   +562 2594 7595
Mobile   +569 7659 3173
Email   jorge.ballerino@thecfigroup.com
Sectors   Industrials: Mining, Energy & Utilities, Forestry, Air Transportation, Ports, Business Services: Telecom
Company   CFI Chile
Jorge has over 22 years of Corporate Banking experience specialized in DCM and M&A, including 2 years in EEUU. Jorge has been a senior banker in CorpBanca, RBS, ABN AMRO and BankBoston. He has also worked as an investment banker in BCI Asesoría Financiera.   

He has broad experience in local and cross border transactions such as project finance, syndicated loans, club deals and bilateral loans, in a wide range of industries including Mining, Energy & Utilities, Forestry, Air Transportation, Ports, Telecom and Industrials, among others. 

Jorge holds a degree in Economics from Universidad Finis Terrae.
 Clément Barbot  Manager  Software & IT Services  France
Telephone   +33 1 44 13 88 18
Mobile   +33 6 32 56 88 74
Email   clement.barbot@thecfigroup.com
Sectors   ICT, Software, Digital, Media
Company   CFI France

Clément started his career in New York in Consulting, where he advised early stage software companies on various topics such as financing, business development and Intellectual property during 3 years. Back in France in 2007, he joined a French M&A Consulting firm focusing in the IT and Digital sectors where he was in charge of cross border deals for 6 years. After a successful entrepreneurial experience in the software industry, he joined CFI France in September 2015.

Clément graduated from Kedge Business School in Marseille and completed a master’s degree in Project Management in Canada.

 Claudio Berretti  General Manager  Industrials  Italy
Telephone   +39 02 8858801
Mobile  
Email   claudio.berretti@thecfigroup.com
Sectors   Industrials: Automotive, Machinery, Plastics & Packaging; Business Services: BPO, ICT; Healthcare; Real Estate: Others: Hotels & Leisure
Company   CFI Italy

Claudio joined CFI Italy in 1996. He is the General Manager since March 2007 and currently a member of the Board of Directors. Claudio focusses on the origination and execution of M&A and corporate finance projects in a large variety of industries, as well as, the origination and execution of equity investments in both listed and unlisted companies through direct investments and or in the form of "club deals".

 Guntis Berzinš  Associated Partner  Consumer Goods  Baltics
Telephone   +371 67 280 785
Mobile   +371 29 333111
Email   guntis.berzins@thecfigroup.com
Sectors   Consumer Goods
Company   CFI Baltics

Guntis is an Associated Partner of CFI Baltics since 2009. Previously he has worked as an independent corporate finance adviser and a branch manager in SEB bank in Riga. He has experience in restructurings and crisis management processes. Guntis holds a M.Sc. in Business Administration from the University of Latvia, and in 2011 has awarded the degree of Executive Master of Business Administration from Stockholm School of Economics in Riga.

 Rob Bird  Managing Director  Industrials  Canada
Telephone   +1 416 619 9117
Mobile  
Email   rob.bird@thecfigroup.com
Sectors   Industrials: Packaging; Business Services: Financial Services, ICT; Healthcare, Real Estate: Construction
Company   CFI Canada

Rob has been in corporate finance for more than 13 years and has been involved in more than 90 successful transactions. Rob has significant experience in cross-border transactions between Canada, the United States and Europe dealing with both private equity and strategic purchasers on sell-side projects and looking at both Canadian and U.S. targets on buy-side mandates.

 Razmig Boghossian  Senior Vice President  Food & Beverage  Canada
Telephone   +1 416 619 9110
Mobile  
Email   razmig.boghossian@thecfigroup.com
Sectors   Technology; Food & Beverage; Building Products; Real-Estate; Mining; Automotive; Agricultural Components; Chemicals
Company   CFI Canada
Razmig has been providing corporate finance and valuation services for over 8 years. His experience includes mergers, acquisitions, divestitures, financings, valuations and fairness opinions. His clients include large and mid-sized organizations in a wide range of industries.
 Adam Borowski  Vice President    Poland
Telephone   +48 22 21 85 900
Mobile   +48 60 11 77 702
Email   adam.borowski@thecfigroup.com
Sectors  
Company   CFI Poland

Adam joined CFI Poland in 2015 after several years of working on transactions at PricewaterhouseCoopers (PwC), where as a Senior Associate he advised clients on sales of companies and assets. Earlier he worked as an analyst in the anti-money laundering department of Citibank International.

 Glenn Bowman  Managing Director  Business Services  Canada
Telephone   +1 416 619 9103
Mobile   +1 647 283 1355
Email   glennm.bowman@thecfigroup.com
Sectors   Business Services, Industrials, Healthcare, Consumer Goods, Real Estate
Company   CFI Canada
Glenn joined CFI Canada in 2014, he specializes in advising clients on acquisitions and divestitures private debt and equity financings, financial restructurings, business and securities valuations, and fairness opinions. He is also a frequent speaker and published author in these areas.

Glenn was the Managing Partner at Capital Canada Limited, a mid-market investment bank located in Toronto. He was formerly the President and Director of investment bank Houlihan Lokey Howard & Zukin Canada, the Toronto office of Houlihan Lokey. Glenn began his career at Coopers & Lybrand where he specialized in the firm’s business valuation practice. He is a Fellow of the Institute of Chartered Professional Accountants of Ontario, a Chartered Business Valuator and holds a Corporate Finance Qualification with the Canadian Institute of Chartered Accountants. He has served as a member of the Small Business Advisory Committee of the Ontario Securities Commission as well as the Accounting Standards Board of the Canadian Institute of Chartered Accountants.

Currently he serves on the corporate boards of Rockcliff Resources Inc., WireIEHoldings International Inc., and Sphere 3D Inc. Glenn is a graduate of the University of Toronto.
 Fabian Braunwalder  Consultant  Pharmaceuticals  Switzerland
Telephone   +41 44 743 84 90
Mobile  
Email   fabian.braunwalder@thecfigroup.com
Sectors   Pharmaceuticals
Company   CFI Switzerland

Fabian is Consultant at CFI Switzerland. Prior to working at CFI Switzerland, he has been working for an M&A boutique specialized on the pharmaceutical & medtech industry. He has been involved in M&A transactions, including buy-side, sell-side and cross-border transactions. Fabian has deepened knowledge in the pharmaceutical industry.

 Stephanie Brinkmann  Research Associate  Industrials  Germany
Telephone   +49 211 137 07 40
Mobile   +49 173 214 96 09
Email   stephanie.brinkmann@thecfigroup.com
Sectors   Industrials, Consumer Goods
Company   CFI Germany

Stephanie joined CFI Germany in 2011 as Research Associate after completing her Master degree in International Business. Since then, she has been working on various assignments supporting with market and company research and analysis. Stephanie is experienced in many sectors with focus on the industrials and consumer goods sectors, and loves to dig into new areas.

 Tim Brotherton  Associate Director  Industrials  United Kingdom
Telephone   +44 (0)845 643 5500
Mobile   +44 (0)7787 148208
Email   tim.brotherton@thecfigroup.com
Sectors   Industrials, Business Services, Consumer Goods, Real Estate
Company   CFI United Kingdom
Tim has extensive experience in corporate finance, due diligence and restructuring advising companies, shareholders and management teams. Prior to joining CFI United Kingdom, Tim spent nine years at Grant Thornton in its Advisory Team. He has advised businesses and their stakeholders on numerous capital raising, M&A and restructuring transactions. Tim has a wide sectoral experience including Business Services, Financial Services, Life Sciences, Industrials and Media.
 João Carvalho  Associated Partner  Real Estate  Portugal
Telephone   +351 (21) 481 83 90
Mobile   +351 (93) 932 3789
Email   joao.carvalho@thecfigroup.com
Sectors   Real Estate, Retail
Company   CFI Portugal

CFI Portugal has reinforce its presence in the Real Estate and Retail through hiring João Carvalho as Associated Dirctor. João is in charge of both sectors as well as being a special advisor linking our two main markets, Portugal and Brazil. He holds a degree in Economics from FINES, Rio de Janeiro, and an MBA, as well as several Post Degrees in International Business, Finance, Capital Markets, Economics, Engineering and Management in Brazil and Portugal.
  
Prior to joining, he was Managing Deputy and Managing Director at companies in Real Estate, Shopping Centers and Retail, specializing in the Promotion, Development and Mergers & Acquisitions in Real Estate Assets in Brazil and Portugal. João was also responsible for some the more important Portuguese and Brazilian transactions in retail specifically in Retail Parks and Shopping Centers.
 
He is a Professor of Real Estate Asset Management, in Post-Grad and Masters Courses in Real Estate Management and Evaluation, at ISEG in Lisbon, and has published several Technical books on Real Estate. 

 Chris Sully  Manager  Energy  United Kingdom
Telephone   +44 (0)845 643 5500
Mobile  
Email   chris.sully@thecfigroup.com
Sectors   Renewable Energy, Construction, MedTech & Life Sciences
Company   CFI United Kingdom
Chris is responsible for day-to-day management of transactions and advisory assignments and is responsible for client relationship management and assisting on the execution of mid-market M&A assignments through each stage of the transaction cycle. He has very strong technical and commercial skills.

Chris commenced his career with PricewaterhouseCoopers, with a focus on the Renewable Energy, Technology, Construction, Life Science and Medical Diagnostic Sectors. After five years in Audit, he became a Private Client Tax Advisor. Whilst in Private Client Advisory, Chris managed a portfolio of personal tax compliance and advised on a range of tax issues such as income tax, property income taxes, stamp duty land tax, capital gains tax and entrepreneur’s relief.
 
Chris graduated in 2010 from Cardiff University with a BSc (Hons) in Accounting and qualified as Chartered Accountant in 2013. He is a Chartered Tax Advisor and became a member of the Chartered Institute of Taxation in 2016.
 Mike Congleton  Vice President  Industrials  United States
Telephone   +1 248 603 5036
Mobile  
Email  
Sectors   Industrials
Company   CFI United States
Mike is a Vice President and member of the firm’s Industrials team. He has assisted clients with business acquisitions, divestitures, recapitalizations, management buyouts, and financing transactions for senior debt, subordinated debt and equity. Mike has experience in multiple segments, including consumer, chemicals, manufacturing, and distribution. 
        
Prior to joining CFI United States, Mike worked as an Investment Banking Associate for Deutsche Bank and D.A. Davidson & Co.        
        
Mike earned an MBA with distinction from the Stephen M. Ross School of Business at the University of Michigan and a Bachelors of Science in Economics with high distinction from the United States Naval Academy. He holds his Series 7 and 63 registrations.        
 Pablo DAgliano  Managing Partner  Industrials  Chile
Telephone   +562 2594 7595
Mobile   +569 7748 3974
Email   pablo.dagliano@thecfigroup.com
Sectors   Industrials, Business Services, Healthcare, Consumer Goods, Real Estate
Company   CFI Chile

Pablo has more than 19 years of investment banking experience specialized in M&A and ECM, including 12 years in Chile. He headed DNB, ABN AMRO and RBS’ Corporate Finance and M&A Advisory teams in Chile and Peru. Pablo has been involved in more than 38 M&A and ECM transactions for a total value in excess of USD 10 billion. Pablo has broad experience in local and cross border transactions advising local and international clients, in a wide range of industries.

 Frédéric Damiron  Director  Industrials  France
Telephone   +33 1 44 13 88 24
Mobile   +33 786 39 09 16
Email   frédéric.damiron@thecfigroup.com
Sectors   Industrials
Company   CFI France

Frédéric holds a Master degree in Management-Finance from Paris IX-Dauphine, and a Master in Financial Engineering from Paris I Panthéon-Sorbonne. He worked for 7 years within the M&A department of Grant Thornton Corporate Finance where he advised Midcaps companies on various corporate finance topics. Previously, Frédéric worked in the Finance Department of Groupe Canal+ in Sweden, and then in France. Frédéric joined CFI France in June 2015.

 Dan DeLap  Vice President  Industrials  United States
Telephone   +1 312 603 3557
Mobile   +1 619 517 0771
Email   dan.delap@thecfigroup.com
Sectors   Industrials
Company   CFI United States
Dan is a Vice President with CFI United States and has nearly ten years of investment banking experience. He has completed 15 transactions throughout his investment banking career.

Prior to joining CFI USA, Dan worked as an Investment Banking Associate and Vice President for McGladrey Capital Markets and D.A. Davidson & Co.

Dan earned an MBA with honors from San Diego State University and a Bachelors of Science in Aerospace Engineering from the University of Illinois at Urbana-Champaign.
 Gordon Dippert  Consultant  Industrials  Germany
Telephone   +49 211 137 07 75
Mobile   +49 172 354 99 80
Email   gordon.dippert@thecfigroup.com
Sectors   Industrials
Company   CFI Germany

Gordon is Consultant at CFI Germany and joined the company in 2015. Prior to working at CFI Germany, he has been working in the ECM division of a multinational investment bank. Since joining he has been working on sell-side M&A transactions including distressed transactions. He has knowledge in various industries and sectors with focus on industrials. Gordon holds bachelor´s and master´s degree in Business Administration with majors Financial Management and International Economics.
 

 Bill Farrell  Managing Director  Business Services  Canada
Telephone   +1 416 619 9119
Mobile  
Email   bill.farrell@thecfigroup.com
Sectors   Business Services: Consumer Goods: Consumer Durables, Food & Beverage, Retail
Company   CFI Canada

Bill has been in corporate finance for over 16 years and has been involved in more than 100 successful transactions. Bill is a Chartered Accountant and a Chartered Business Valuator and serves on the boards of Dare Foods Ltd. as well as several private companies. He chairs conferences and committees for the Canadian Institute of Chartered Business Valuators, and volunteers on the finance committee of the board of the Toronto East General Hospital.

 Geraint Rowe  Partner  Financial Services  United Kingdom
Telephone   +44 (0) 845 643 5500
Mobile   +44 (0) 7899 928029
Email   geraint.rowe@thecfigroup.com
Sectors   Leisure, Financial Services, Media, Food & Consumer Goods, Support Services
Company   CFI United Kingdom

Geraint joined CFI UK in 1999. During his career, Geraint has been involved in a significant number of transactions including management buy-outs, development capital, fundraising, acquisitions and restructuring assignments and has a particular focus in private equity and venture capital. He acts for a number of institutional investors in relation to their portfolio work and his sector experience includes leisure, financial services, media, food and consumer goods and business services.
 
Geraint graduated with a first class honours degree in Zoology from the University of Bristol in 1993. He commenced his career with KPMG and qualified as a Chartered Accountant in 1996 when he came 10th in the ICAEW exams and was placed in the ICAEW United Kingdom National Order of Merit. In 1996, Geraint joined KPMG Corporate Finance and passed the Securities Institute Corporate Finance Examination in 1997 and was awarded the ICAEW Corporate Finance Diploma in 2007.
 
Geraint was voted Insider Magazine's 'Dealmaker of the Year' in 2005 and 'Corporate Finance Advisor of the Year' in 2008. 

 Brian Gorski  Vice President  Healthcare  United States
Telephone   +1 312 602 3623
Mobile   +1 313.673.5321
Email   brian.gorski@thecfigroup.com
Sectors   Healthcare
Company   CFI United States

Brian is a Vice President with CFI United States and a member of the firm’s Medical Technology team. He has over 8 years of transaction advisory experience, having advised public and private companies on merger and acquisition mandates, valuation matters, private placements and financing transactions across a variety of industries.

Prior to joining CFI United States, Brian worked as a Vice President for Madison Street Capital, an investment banking firm located in Chicago where he advised clients on merger and acquisition activities, capital raising assignments and corporate strategy. Prior to Madison Street Capital, Brian worked as an investment banking Associate with Donnelly Penman & Partners, a Detroit-based investment banking firm. He graduated from Miami University with a major in Finance and a minor in Spanish (Latin American Studies). He is a licensed securities representative, holding the Series 7 and 63 registrations.
 Christine Zingg-Graf  Senior Manager  Manufacturing  Switzerland
Telephone   +41 44 743 84 25
Mobile   +41 78 807 74 84
Email   christine.zingg-graf@thecficgroup.com
Sectors   Metals, Chemicals, Healthcare, Fashion, Sporting goods
Company   CFI Switzerland

Christine is Senior Manager at CFI Switzerland and joined the company in 2010. Prior to working at CFI Switzerland, she has been working in a strategic and process engineering advisory firm. Since joining she has been working on various sell- and buy-side advisory assignments including distressed transactions. In addition, Christine was engaged in various restructuring and diverse corporate finance mandates. She has knowledge in various industries and sectors with focus on the manufacturing industry. Her special fields of expertise include metals, chemicals, health care, fashion and sporting goods.

 Jan-Erik Gürtner  Managing Director, Partner  Industrials  Germany
Telephone   +49 211 137 07 44
Mobile   +49 173 202 52 72
Email   janerik.guertner@thecfigroup.com
Sectors   Industrials
Company   CFI Germany

Jan-Erik is Managing Director and Partner. For more than ten years, he has been executing a significant number of projects in the areas of Corporate Finance, Mergers & Acquisitions, Financial Advisory and Restructuring as well Strategy Development mainly for medium-sized companies. Over the past years, Jan-Erik has gained profound expertise in M&A origination and execution and disposes of a sustainable network in a comprehensive range of industries and sectors.

His main sector experience comprises automotive, machinery and plant engineering, the construction and construction sub-supply industry along with the metal-, wood- and textiles processing business.
 Nicolas Gutbrod  Director  Software & IT Services  Germany
Telephone   +49 89 459 29 400
Mobile   +49 170 70 23 889
Email   nicolas.gutbrod@thecfigroup.com
Sectors   Industrials, Business Services, Consumer Goods
Company   CFI Germany
Nicolas is director and head of the M&A practice of CFI Germany’s office in Munich. He advises clients on mergers & acquisitions and capital financings in the German mid-market with a focus on cross-borders transactions. Nicolas’ client portfolio includes midcap focused family owned companies, corporations as well as private equity investors in the fields of industry, technology, business services and and FMCG. Nicolas is a highly experienced M&A transaction specialist and has advised on a large variety of buy- and sell-side transactions throughout his career. Prior to joining Helbling, he held senior M&A positions at Capeo, Buchanan and Doertenbach.
 Stanislav Gutkevitsh  Associated Partner  Industrials  Baltics
Telephone   +372 681 7048
Mobile   +372 517 2625
Email   stanislav.gutkevits@thecfigroup.com
Sectors   Industrials
Company   CFI Baltics

Stanislav joined CFI Baltics in 2006 and has been involved in the preparation and execution of several M&A transactions. Prior to joining, he worked as a corporate client manager in Hansapank (Swedbank). Stanislav studied economics and business administration at the University of Tartu.

 John Hart  Managing Director  Industrials  United States
Telephone   +1 248 223 3468
Mobile   +1 517 204 7239
Email   john.hart@thecfigroup.com
Sectors   Industrials
Company   CFI United States

John is a Managing Director of CFI United States and leads the Plastics & Packaging Group. He has over 15 years of business and transaction advisory experience, specializing in assisting plastics and packaging clients with mergers and acquisitions, sales and divestitures, financings, valuation, and strategic advisory. His clients have included large international companies, private equity groups, and privately held businesses. His transaction experience consists primarily of companies that operate in the plastics and packaging industry with enterprise values ranging from $20 million to $250 million.

John has authored over 25 plastics and packaging industry M&A reports and is a frequent contributor to Plastics News and other major plastics industry trade associations. He also has ongoing discussions with a strong network of private equity groups and strategic players in the plastics and packaging industry.
 

Prior to joining CFI United States, John served as President of a privately held distribution company where he provided strategic direction, operational leadership, and assistance with the ultimate sale of the company. He also worked in the Corporate Value Consulting Group at PricewaterhouseCoopers. John has a bachelor’s degree in accounting with a finance emphasis from Michigan State University, and is a licensed securities representative, holding his Series 7, 24, and 63 registrations.

 Frank Holmes  Partner  Industrials  United Kingdom
Telephone   +44 (0)845 643 5500
Mobile   + 44 (0)776 825 5194
Email   frank.holmes@thecfigroup.com
Sectors   Industrials
Company   CFI United Kingdom

During his career, Frank has been involved in a significant number of transactions including management buy-outs, development capital, fundraising, rights issues, acquisitions, start-ups and restructuring assignments and has a particular focus in private equity and venture capital. He has extensive experience in the healthcare, med-tech, cleantech and specialist engineering sectors and is at present leading a government funded project with Cardiff University on Succession Planning culminating in the launch of the firm’s new product, “STEP”.

 Bryan Hughes  Director  Healthcare  United States
Telephone   +1 248 223 3678
Mobile   +1 734 678 4188
Email   bryan.hughes@thecfigroup.com
Sectors   Healthcare
Company   CFI United States

Bryan is a Director of CFI United States and leads the firm’s Medical Technology team. He has over 10 years of business and transaction advisory experience, specializing in assisting clients with mergers and acquisitions, leveraged buyouts, private placements, financings, valuation and strategic consulting. Bryan’s clients have ranged from global life sciences companies to small, privately held businesses. In addition to leading the firm’s Medical Technology team, he has also completed transactions in business services, consumer and industrial sectors.

Bryan earned a B.B.A. with emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan. He is a licensed securities representative, holding Series 7 and 63 registrations. He has written numerous articles and is a frequent speaker on healthcare investment banking topics.
 Malte Jantz  Managing Director  Industrials  Switzerland
Telephone   +41 44 743 8 407
Mobile   +41 79 366 61 14
Email   malte.jantz(at)thecfigroup.com
Sectors   Chemicals
Company   CFI Switzerland

Malte has successfully been advising customers in various transactions, both buy- and sell-side advisory assignments. The majority of his transactions took place in the (specialty) chemicals sector, in which he has built significant knowledge and relationships. Furthermore, Malte has experience in the machining, facility management and medical devices industry. Transactions include private-to-corporate as well as carve-out transactions of large corporations. He also has a background in restructuring and turnaround management. Malte has been with CFI Switzerland since 2005, where he is now Managing Director of the M&A team.

 Jay Shroff  Assistant Vice President  Real Estate  India
Telephone   +91 22 4077 0767
Mobile   +91 98198 25361
Email   jay.shroff@thecfigroup.com
Sectors   Real Estate, Oil & Gas services,Chemicals, Luxury & Fashion
Company   CFI India

Jay joined CFI India in 2014 and is currenty Asst. Vice President. He previously worked at Kotak Investment Banking and Emkay Global Financial Services. At Kotak, he has worked on several deals across sectors, including sell-side and buy-side M&A, equity financing, an equity share buyback and an Institutional Placement Programme (IPP). And at Emkay Global Financial Services Limited Jay was part of their institutional equity research team covering the FMCG and Capital Goods sector. His work included financial modelling, valuations, and report writing.

 Jaap de Jong  Partner  Industrials  Netherlands
Telephone   +31 (0)88 20 60 330
Mobile   +31 (0)6 12 79 68 56
Email   jaap.dejong@thecfigroup.com
Sectors   Industrials: Aerospace & Defense, Transport & Logistics; Business Services: Professional services: insurance, banking, consulting, governments; Healthcare: Cure & Care, MedTech & Life Sciences
Company   CFI Netherlands

Over the past three years, Jaap has worked on over 15 M&A transactions either as adviser or investor. He has also been involved in numerous financial restructuring and recovery assignments, acquisition finance, leveraged finance deals and international finance (including cross-border leasing). He has worked for a broad variety of Dutch and international companies. He has sector experience in general industry (shipping, machinery, packaging, helicopters, distribution utilities), construction and building materials. Jaap also has broad experience advising Cleantech industries especially in biomass and solar energy.

 Anna Kaczor  Vice President  N/A  Poland
Telephone   +48 22 21 85 900
Mobile  
Email   anna.kaczor@thecfigroup.com
Sectors  
Company   CFI Poland

Anna joined CFI Poland in June 2014. Prior to joining the team Anna worked in a private equity fund Black Lion NFI where she was responsible for investment analysis and acquisitions. Her experience covers a number of M&A projects gained in the following companies: CEE M&A boutique Arlig Capital, Trigon Brokerage House, Carlson Capital Partners and KPMG Corporate Finance.

Anna graduated from Warsaw School of Economics (SGH), she also studied at the English Studies department of Warsaw University. 

 Tõnis Kons  Partner  Industrials  Baltics
Telephone   +372 681 7044
Mobile   +372 501 5640
Email   tonis.kons@thecfigroup.com
Sectors   Industrials and Consumer Goods
Company   CFI Baltics

Tõnis is a Partner at CFI Baltics and has, since its expansion to Baltic countries in 2005, been responsible for a number of acquisitions and divestitures as well as financing projects. Tõnis is also responsible for expansion to new markets. Tõnis studied history at the University of Tartu.

 Petra Lederle  Consultant  Industrials  Germany
Telephone   +49 89 459 294 26
Mobile   +49 172 149 89 21
Email   Petra Lederle
Sectors   Industrials
Company   CFI Germany

Petra is Consultant at CFI Germany and has worked on several M&A transactions, including buy-side, sell-side, distressed and cross-border mandates with a focus on the mid-size segment. She has knowledge in various industries and sectors with focus on the industrial industry. Prior to working at CFI Germany, she has been working in the Corporate and Strategic division of the Executive Board of a large financial institution. Petra holds bachelor´s and master´s degree in Business Economics with major in Finance.

 Simon Marsden  Director  Business Services  United Kingdom
Telephone   +44 (0)845 643 5500
Mobile   +44 (0)779 644 1330
Email   simon.marsden@thecfigroup.com
Sectors   Business Services
Company   CFI United Kingdom

Simon has worked extensively with UK private equity backed businesses and his transactional experience includes a wide variety of disposals, management buy-outs, fundraisings and restructurings. Simon focusses on transactions in the business process outsourcing sector.

 Martijn Liem  Senior Consultant  Industrials  Netherlands
Telephone   +31 (0)88 20 60 330
Mobile   +31 (0)6 23 04 27 60
Email   martijn.liem@thecfigroup.com
Sectors   Industrials, Business Services
Company   CFI Netherlands

Martijn supports various mergers and acquisitions processes, particularly in the industrial and business services sectors. His responsibilities include among others business valuations, financial analysis, (pitch)presentations and market research. Martijn is located at the Amsterdam office. 

 Marzena Nagorka  Executive Director    Poland
Telephone   +48 22 218 5900
Mobile  
Email   marzena.nagorka@thecfigroup.com
Sectors  
Company   CFI Poland

Marzena has vast experience in public offerings and other transactions in the Polish capital market, as well as in M&A advisory.

She started her professional career in the Ministry of State Treasury in 1992-1993, then moved to Schroders (later Citigroup) where she worked in the Polish investment banking team. In 2003-2004 Marzena worked in Citibank Handlowy as a Director and Co-Head of Strategic Clients relations team. In 2004-2006 she was a Director in the capital markets team in CA IB Financial Advisers (Unicredit). In 2006-2013 she was Corporate Finance Director responsible for capital markets and M&A advisory in KBC Securities. She joined CFI Poland in September 2013.

Marzena is a graduate in Foreign Trade at the Main School of Economics in Warsaw.

 Nicolas Cadiot  Manager  Consumer Goods  France
Telephone   +33 1 44 13 88 22
Mobile   +33 633 83 34 56
Email   nicolas.cadiot@thecfigroup.com
Sectors   Media & Entertainment, Luxury & Fashion, Food & Beverage
Company   CFI France

Nicolas joined CFI France in 2006. He began his career at Deloitte Corporate Finance.

 Hugh Notman  Managing Director  Industrials  Canada
Telephone   +1 604 689 2495
Mobile   +1 604 657 6558
Email   hugh.notman@thecfigroup.com
Sectors   Industrials, Manufacturing, Business Services, Food and Beverage, Technology, Waste Management, Healthcare, Life Science
Company   CFI Canada
Hugh has been in corporate finance for more than 18 years and during that time has been involved in more than 50 successful transactions. He currently is a director of several private and public companies and non-profit organizations. Hugh has experience in growth capital financing, mergers, acquisitions and divestitures with both private equity and strategic entities.
 Dominik Olszewski  Managing Partner  Industrials  Poland
Telephone   +48 22 21 85 900
Mobile   +48 60 36 05 555
Email   dominik.olszewski@thecfigroup.com
Sectors   Industrials: Transportation, Others: Utilities
Company   CFI Poland

Dominik has extensive M&A experience, advising many international investors on acquisitions or sales of businesses in Poland, as well as advising Polish companies on expansion, exits or financing in the equity market. He started his career in equity research in Polski Dom Maklerski, a Polish independent broker, in 1995. In 1996-97 he worked in InvestmentBank Austria's Equity Capital Markets Department, and in 1997 he joined Polish investment banking team of Schroders. In 2001 he worked in the London M&A team focusing on emerging markets and in 2002 he moved to Citibank Handlowy to head the local M&A and ECM effort. In 2006 he was appointed co-head of Citigroup's Polish investment banking business.

 Janis Palkovs  Associated Partner  Healthcare  Baltics
Telephone   +371 29 454 674
Mobile   +371 29 454674
Email   janis.palkovs@thecfigroup.com
Sectors   Healthcare
Company   CFI Baltics

Janis is an associated partner at CFI Baltics since January 2009. He has experience in management positions for more than 9 years. Currently, he is the chairman of the board in NMS Group SIA. Janis has a Master degree in Business Administration from the University of Latvia.

 Carlos  Managing Partner  Generic  Spain
Telephone   +34 91 566 24 00
Mobile   +34 66 025 61 10
Email   carlos.parames@thecfigroup.com
Sectors  
Company   CFI Spain

 Emmanuel Pariente  Manager  Real Estate  France
Telephone   +33 1 44 13 88 32
Mobile   +33 643 57 00 59
Email   emmanuel.pariente@thecfigroup.com
Sectors   Real Estate
Company   CFI France

Emmanuel joined CFI France in July 2015. He has a Master degree in real estate from ESSEC and a Master degree in Finance from Paris I Panthéon-Sorbonne, he is also a legal auditor. He worked for 7 years as a real estate auditor for Key Accounts at Grant Thornton and then Deloitte for European real estate leaders of retail, tourism and retirement homes.

 Tomasz Pasiewicz  Managing Partner  Consumer Goods  Poland
Telephone   +48 22 21 85 900
Mobile   +48 22 21 85 903
Email   tomasz.pasiewicz@thecfigroup.com
Sectors   Consumer Goods: Retail
Company   CFI Poland

Tomasz has broad experience in M&A, equity and debt financing, having advised the Polish government, as well as a range of Polish and international companies. He joined the Polish investment banking team of Schroders in 1997, working in the London emerging markets team in 2000 and in 2001 in the London consumer retail team. In 2006 Tomasz was appointed the co-head of Citigroup's Polish investment banking business. Prior to joining Schroders he worked for consultants Competition Development Center in 1995-1997.

 Phil Gilbert  Board Member  Industrials  United States
Telephone   +1 248 223 3326
Mobile   +1 313 790 5052
Email   phil.gilbert@thecfigroup.com
Sectors   Industrials
Company   CFI United States

Phil is Managing Director and President of CFI United States and has more than 25 years of professional experience in acquisitions, divestitures, sale mandates, capital raising, and joint ventures. In addition to leading CFI United States, Mr. Gilbert is a founding member of Corporate Finance International.
 
Prior to the formation of CFI United States, Phil was a partner with Plante & Moran, PLLC. He earned a B.B.A. in finance and economics from the University of Michigan and is a registered CPA. He is also a licensed securities representative, holding his Series 7, 63 and 24 registrations. He has written numerous articles and is a frequent speaker to business media and organizations on various investment banking topics.

 Pieter de Vries  Consultant  Business Services  Netherlands
Telephone   +31 (0)88 20 60 330
Mobile   +31 (0)6 45 15 42 92
Email   pieter.devries@thecfigroup.com
Sectors   Business Services
Company   CFI Netherlands

Pieter supports various mergers and acquisitions processes, particularly in business services sectors. His responsibilities include, among others, business valuations, financial analysis, (pitch)presentations and market research. Pieter is located at the Amsterdam office. 

 Ivo Pimentel  Director  Business Services  Portugal
Telephone   +351 (21) 481 8390
Mobile   +351 (91) 371 3207
Email   ivo.pimentel@thecfigroup.com
Sectors   Business Services: ICT; Consumer Goods: Food & Beverage, Personal Care, Retail
Company   CFI Portugal

Ivo held functions such as Marketing Director of SONY, McDonald´s, ONI ( Telecom operator), General Manager of Burson Marsteller Lisbon office and of 2010 Capital (a business development company headquartered in Luxembourg). Ivo is a guest teacher in PG´s and Executive MBA courses in Portugal and Brazil. In 2009 he joinedCFI Portugal as an Associated Consultant and became Director in March 2011.

 Peep Põldsamm  Associated Partner  Business Services  Baltics
Telephone   +372 681 7047
Mobile   +372 545 10100
Email   peep.poldsamm@thecfigroup.com
Sectors   Business Services
Company   CFI Baltics

Peep joined the CFI Baltics Tallinn team in 2012. He is a highly-experienced business executive with more than a 20 year track record in telecommunications, IT, technology development and media as well as in the public sector. Peep has previously been involved in building several start-up businesses and has also taken an active role in several M&A and capital raising processes throughout his career.

 Arne Przybilla  Member of the Exec. Board  Industrials  Germany
Telephone   +49 211 137 07 47
Mobile   +49 172 563 28 40
Email   arne.przybilla@thecfigroup.com
Sectors   Machinery, Automotive, Construction, Infrastructure, Business Services, Energy
Company   CFI Germany

Being Member of the Executive Board of CFI in Germany, Arne has been successfully advising customers in numerous transactions, covering classic buy- and sell-sides mandates as well as distressed cases in various industries – for corporate and Private Equity clients. In particular, Arne has developed a deep knowledge of the machinery and automotive industries and the associated supply chains, of the construction and infrastructure business due to the support of  international construction and public transport companies but also of the business services segment (BPO, Financial and HR services, Education).

 Raoul Duysens  Board Member  Healthcare  Netherlands
Telephone   +31 (0)88 20 60 330
Mobile   +31 (0)6 55 36 47 99
Email   raoul.duysens@thecfigroup.com
Sectors   Healthcare, Professional Services, Industrials
Company   CFI Netherlands

Over the last 15 years Raoul worked on more than 100 M&A transactions and conducted over 250 business valuations. Raoul is currently practice leader Industry and Healthcare at MBCF. Furthermore, he was involved in more than numerous financial restructuring assignments. Raoul also has a broad experience in advising governments on financial strategy and shareholder related issues. Experience includes: advising government on the merger of several water companies into the largest water distributing company in the Benelux region; advising the Dutch Treasury on the nationalisation of one of the largest Dutch Banks, advising two second tier banks on valuation and strategic positioning.

 Gary Raskin  Associated Partner  Software & IT Services  Israel
Telephone   +972 54 6111680
Mobile   +972 54 6111680
Email   gary.raskin@thecfigroup.com
Sectors   Software & IT Services
Company   CFI Baltics

Gary served as a Head of Research at Gaon Investment House. He also served as Senior Equity Analyst, in Psagot, the largest Israeli Investment Bank and as a Consultant for equity investments and M&As in Leumi Group, the largest Financial Group in Israel. Gary holds BA degree in Economics and Business administration from the Hebrew University and MBA from Tel Aviv University.

Gary is based in Israel for CFI Baltics.

 Roel ter Steeg  Managing Partner  Business Services  Netherlands
Telephone   +31 (0)88 20 60 330
Mobile   +31 (0)6 21 23 41 56
Email   roel.tersteeg@thecfigroup.com
Sectors   Business Services: BPO, Education, Facility Management, Financial Services, HR Services, ICT, Professional Services, Telecom
Company   CFI Netherlands

Roel has twenty years of experience in advising and supervising transactions, mostly in the field of mergers, sales, management buy-outs and acquisitions. He also has extensive experience in valuations, and his work has included the development of the Corporate Finance Pricing Model (CFPM). Roel has published extensively in all of the above areas.

Roel has contributed his expertise in national and international transactions in a wide range of sectors, for both the corporate and the OMB segment. Over the past fifteen years he has specialised in the Business Services sector, and he is frequently asked by professional journals for his opinion on market developments in the business services area. 

 

 William F. Rogers  Managing Director & CEO  Business Services  Canada