CORPORATE FINANCE ASSOCIATES - Key Persons

Job Titles:

• Chairman of the Board

Job Titles:

• Managing Director
• CEO and Founder of DanaShift

Alexander is a global medical technology and animal health executive. His passion is to accelerate healthcare innovation and enable more patients to benefit from impactful therapies - humans and animals alike. As leader of CFA's animal health practice, he brings a no-nonsense operational view to financing. Throughout his career, Alexander has completed over $600MM of animal health and veterinary services transactions. He has experience in North America, Western Europe and Asia, and has led projects across a spectrum of healthcare and consumer segments: healthcare services, medical devices, pharmaceuticals, consumer health, diagnostics, software, agrochemicals and animal health. Early in his career, Alexander spent 10 years at McKinsey & Company, a leading strategy consulting firm, as a core leader of the firm's pharmaceutical and medical products practice - first in Geneva, Switzerland and later in its healthcare hub in New Jersey. Alexander's led over 50 consulting projects across North America, Western Europe and Asia. At IDEXX Laboratories, a publicly traded animal diagnostics leader, he led the company's Strategy and M&A team. He then took on the role of Corporate Officer responsible for a portfolio of software, hardware and big data products. A decisive entrepreneur, he founded Wagly in 2014, a high growth multi-unit pet service and veterinary group, and secured the private equity financing required to support the company's growth. Alexander is the CEO and Founder of DanaShift, a consulting firm serving pharmaceuticals and medical products clients. Alexander is originally from Denmark and Sweden, and earned his MBA from HEC Lausanne, and a BS in Political Science from University of Lausanne. Alexander is fluent in English, French, Danish and Swedish and has good knowledge of German.

Job Titles:

• Managing Director / Atlanta, GA

Job Titles:

• Managing Director
• C. K. Cooper & Company As the Founder

Daniel E. Sirvent has years of experience in corporate finance, mergers & acquisitions, asset divestitures and corporate finance transactions totaling over $2.5 Billion in closed transaction value. He specializes in working with companies in highly complex, heavily regulated industries where his background in policy analysis and management enables him to provide specific expertise to companies in the aerospace & defense, life sciences and natural resource sectors. He was a Director of Investment Banking at ROTH Capital Partners where he was responsible for the development of the firm's Oilfield Services & Technology investment banking practice, including cultivating client relationships with issuers and private equity sponsors, engagement management and transaction execution. Sirvent's background also includes experience as a Director of Corporate Finance & Strategic Planning at an upper middle-market healthcare services company where he was responsible for the company's financial partner relationships on a broad range of financing transactions. In addition, he was a key member of the executive management team on matters relating to strategic growth initiatives and long-range planning. In 2009, Daniel joined C. K. Cooper & Company as the Founder of the firm's Aerospace, Defense & Government Markets (AD&G) industry practice group where he worked with leading U.S. and International AD&G companies. He was a member of the firm's Fairness Opinion Committee and developed the firm's advisory capabilities in the areas of mergers & acquisitions, strategic planning and private equity advisory. Sirvent began his finance career with Salomon Smith Barney in New York, and later joined Citigroup Global Markets spending 3 years in their Global Wealth Management division. Mr. Sirvent is a graduate of Cornell University, and holds an MBA in Finance from Chapman University. He is a member of numerous industry and professional organizations throughout the U.S.

Job Titles:

• Member of Executive / Committee
• Vice Chairman
• Vice Chairman / Atlanta, GA

David Sinyard joined Corporate Finance Associates in 2009 and has been a part of the leadership team the past 8 years. He serves as Compliance Officer for Corporate Finance Securities, CFA's affiliated broker dealer. David is also a member of the board of directors of both First Landmark Bank in Marietta, Georgia and Gainesville, Georgia based non-profit Our Neighbor Inc. His over thirty-five-year career includes 12 years with a boutique investment bank, seven years as CFO and COO of two private equity start-ups, seven years as SVP Corporate Finance and Development and Treasurer at the world's largest hotel company and eight years in the commercial real estate finance industry.

Job Titles:

• Managing Director
• Managing Director / Atlanta, GA

Ed Forsberg, a Managing Director in the Atlanta office, has extensive leadership experience in world class financial institutions. As a senior banker, Ed provides corporates, private equity groups and banks with insights and innovative financial solutions. As an investment banker, he arranges private placements of equity and debt, tax-oriented divestitures, and mergers & acquisitions. As a financial advisor and management consultant, he coaches his clients on developing new revenue capabilities, strategic plans, performance improvement and leadership growth. Ed's industry experience includes Alternative Energy, Airlines & Aerospace, Banking, Commercial Real Estate, Cybersecurity, Data and Transaction Processing, Forest Products, Healthcare, Inland Marine, Major League Sports, Manufacturing, Mining, Oil & Gas, Packaging, Private Equity, Trucking and Wealth Management. At Citibank, where he was one of the founders of the Equity Syndication/ Specialized Leasing investment banking unit in 1979, Ed advised corporate clients on tax-oriented financings of big-ticket assets such as commercial aircraft, drilling rigs, power plants and satellite transponders. Subsequently, he held leadership roles in the former Atlanta offices of Bankers Trust Company (now Deutsche Bank), a market leader in senior debt for LBOs and Leveraged ESOPs; Brown Shipley & Stetson, a bank consulting firm he co-founded in partnership with an old-line London merchant bank; Coopers & Lybrand (now PwC) where he headed up Corporate Finance in the Southeast; Société Générale where he advised a package delivery service on the tax-advantaged acquisition of Airbus freighters and refinanced a NFL stadium; UPS Capital where he started the Structured Finance Group and was SVP Sales & Marketing and; Commerzbank where, as SVP and Regional Manager, he led coverage in the South and West Regions covering 24 states. Ed is a Member of the Board of Directors of Historic Royal Palaces. Member of the Order of St. John and Chairman of the Mentoring Program. Past Member of the Board of his fraternity's educational foundation and Young Audiences of Atlanta. Past President of his church council and three PTAs.

Job Titles:

• Managing Director
• Director Gerente
• Managing Director in CFA 's San Antonio / Austin

Eduardo Berdegué, Managing Director in CFA's San Antonio/Austin office, has over 20 years of investment banking, corporate finance and corporate development experience in the US and throughout Latin America. His career prior to joining CFA in 2011 includes 10 years as an investment banker with a boutique M&A advisory firm, 7 years in senior corporate positions in the media & telecommunication industries, and 5 years as director for business development in the Latin American region for multibillion dollar US environmental services company. Eduardo founded NEXXO Consulting, an investment banking firm dedicated to advising and representing privately held firms in Texas in ownership transfer processes including recaps, rollups, and outright sales. NEXXO also assisted firms in the healthcare sector with strategic development in light of the regulatory changes affecting the industry. As general manager of the largest media group in his native Bolivia, Eduardo was instrumental in the group's growth through acquisitions of additional TV and radio stations, and in its subsequent sale to a European media conglomerate. Prior to that, as director of business development, Latin America, for Waste Management International, Eduardo was in charge of planning and coordinating the execution of the company's participation in service bids and acquisitions throughout the region. Eduardo traveled extensively throughout Latin America, and held residence in Argentina, Chile, Venezuela, and Bolivia. Eduardo has a BA in Communications from Michigan State University and an MBA from the Thunderbird School of Global Management where he attended as a Fulbright Scholar and was elected president of the student body. Eduardo currently holds FINRA Series 79 and Series 63 securities licenses as well as Texas Real Estate broker license. Eduardo Berdegué, Director Gerente de CFA en San Antonio - Austin tiene más de 20 años de experiencia en finanza corporativa y desarrollo de negocios en los Estados Unidos y América Latina. Su carrera incluye 10 años con una firma boutique de asesoría financiera, 7 años en posiciones de alta gerencia en las industrias de medios y telecomunicaciones, y 5 años como Director de Desarrollo de Negocios para América Latina de una multinacional de servicios ambientales con ventas de $6 billones.

Job Titles:

• Managing Director

Gary Hultquist works with Founders, Management and Boards of Directors of private and mid-market public technology companies to stay ahead of competitors, achieve rapid increases in shareholder value and attract strategic interest by accelerating growth via licensing, distribution-channel alliances or acquisitions and executing timely sell-side transactions on terms that meet shareholder goals. Gary has over 25 years' experience as a strategic and financial advisor and M&A specialist, handling mergers, acquisitions, technology licensing and financings. He has broad experience in and focuses on the following technology sectors: Semiconductors (manufacturing equipment and consumables), Advanced Materials, Information Technology (SaaS, mobile apps, digital media), Medical Devices and Energy (including renewables). He has represented or completed transactions with Adidas (Germany), Advanced Energy (NASDAQ), Applied Materials (NYSE), ASML (Netherlands), ASYST (NASDAQ), Becton-Dickinson (NYSE), Clariant (Switzerland), FSI International (NASDAQ), Furukawa Electric (Japan), Harris (NYSE), Micronic Laser (Sweden), Rohm & Haas (NYSE), Saint-Gobain (France), Sumitomo (Japan), Suss Microtec (Germany). TA Associates (U.S.), Tegal (NASDAQ), Tokyo Electron (Japan), Thomas Weisel Capital Partners, L.P. (U.S), Trikon Technologies (U.K.) and Varian (NYSE). Gary is also an experienced Director of NYSE and NASDAQ companies during rapid growth, acquisitions and mergers: 2014-Current, Member of Compensation and Environmental Committees, Board of Directors, Kinder-Morgan, Inc. (NYSE; $34 Billion Mkt Cap) 2014-2019, Chair of Compensation Committee, Member of Audit Committee, Board of Directors of Resolute Energy, Inc. (NYSE), during rapid growth and $1.6 Billion merger in 2019 with Cimarex, Inc. (NYSE) 1999-2014, Chair of Compensation Committee and Chair of Special Committee of Independent Directors, Kinder Morgan Energy Partners (NYSE: $40 Billion Mkt Cap), during merger with general partner Kinder Morgan, Inc. 1997-2001, Board of Directors, Rodel, Inc. during rapid growth and $200 million acquisition by Rohm & Haas (NYSE). Through subsequent mergers, the Rodel technology and intellectual property are now part of DuPont Electronic Solutions (NYSE). Formerly, Gary was a Partner in a large law firm in San Francisco and in a boutique firm in Silicon Valley, specializing in securities, corporate and IP litigation. He is a member of the California Bar. Gary has actively supported community nonprofits, serving as Director and Chair of Investment Committees at the Northwest Foundation, Sonoma Valley Museum of Art and Katherine Delmar Burke School and as Co-Founder of the Episcopal Sanctuary for the homeless in San Francisco. He received a B.S. Degree in Accounting from Northwest Missouri State University, a Juris Doctor Degree from the University of Missouri and attended post-graduate studies in Taxation at The George Washington University. He served in the U.S. Army, including a tour of duty in Vietnam.

Job Titles:

• Executive Director

Helena Heydenrych, Executive Director, manages the team providing market research and client project search and research functions for CFA's California region. Helena manages client research and outreach projects, providing the critical element linking CFA clients to targeted opportunities in corporate finance, M & A and other strategically focused middle market initiatives. She supports divestiture, re-capitalization and acquisition projects, including industry consolidations and roll-up strategies. Helena also directs the development and production of the documentation used to market strategic opportunities. Helena's projects typically involve middle market business owners, Private Equity Groups and acquisitive operating companies. Helena began her career as a high school teacher of Mathematics in South Africa. Moving to the U.K., she joined IBM as a systems engineer in the London Finance Division, where she worked closely with financial institutions engaged in the process of automating their clients through the introduction of point-of-sale data capture capabilities. Helena has made Southern California her home since 1980. Her entrepreneurial instinct served her well in the travel and telecommunications industries, as well as in the construction industry where she owned and operated a fixture manufacturing company serving diverse clients including design firms and international hotel chains. The sale of the company in 1999 gave Helena a great deal of personal insight into the critical elements of successfully selling a privately-held company. Helena holds FINRA Series 7, 79, 24 and 63 licenses. She earned her Bachelor of Science Degree from the University of Cape Town, South Africa where she majored in both Mathematical Statistics and Mathematics. She then completed a post graduate course in Secondary Teaching at the University of Cape Town, South Africa.

Job Titles:

• Managing Director in CFA 's Midland

Bud is the Managing Director in CFA's Midland office. He is an engineer and attorney by profession with a lifetime of experience in the energy field. He has held senior executive positions with major independent U.S. oil and gas exploration companies and has managed large exploration and production programs both domestically and abroad.

Job Titles:

• Director

Jassel's career in the financial sector started in New York with Goldman Sachs, & Co., Merrill Lynch and Trust Company of the West. Later she served as a Director in the Merchant Banking Division of Opus Bank and Opus Financial Partners. She was responsible for a range of activities from deal sourcing and evaluating investment opportunities, due diligence, preparation of investment memorandums and helping portfolio companies with their strategic and operating issues. These engagements included private financings, M&A assignments, and valuation studies for middle market companies in a diverse range of industries. She holds FINRA series 79 and 63 licenses.

Job Titles:

• Managing Director

Job Titles:

• CEO
• Chairman
• Member of Executive / Committee

Jim Zipursky joined Corporate Finance Associates in 1990 and has become an integral part of CFA's leadership team. He was elected Chairman and CEO in 2018. Jim also serves as Chairman of CFA's Membership Committee and is CFAW's representative to the International Business Law Consortium.. He was elected Vice Chairman in 2016. He has successfully led more than 150 completed transactions, the majority involving founder/owner operated businesses. Jim holds FINRA Series 63 and 79 securities licenses.

Job Titles:

• Managing Director

Job Titles:

• Partner
• Market Investment Banker
• Partner / Amsterdam, Netherlands

Jurgen van Dijk is a middle-market investment banker specializing in mergers and acquisitions, growth capital, recapitalizations and strategic financial advice. Jurgen is the founder of Stepstone Corporate Finance. Previously he was an investment director at Navitas Capital, a prominent family office investing (directly) in privately held companies and listed stocks. Before this, he worked for approximately 10 years as an investment banker for Oaklins. After he completed his studies in business economics at the Erasmus University Rotterdam, he started his career as a management trainee at A.P. Moller - Maersk Group in Copenhagen and Rottterdam. Recently he graduated from an academic training programme on supervisory board dynamics at the Nyenrode Business University.

Job Titles:

• Associate

Job Titles:

• Advisor

Mike Novak, Advisor, has over 35 years of entrepreneurial experience in starting and developing award winning construction firms ranging from the traditional general contracting model to starting margin driven specialty contracting firms. Mike's broad business experience brings a deep understanding of the challenges, opportunities and key decision points that business owners face during their lifetime. His public service has been an anchor and driving force in San Antonio's economic development base for the last 25 years. Today, he continues to be very active, serving on many community boards and commissions. Below are just some of the organizations he is involved with as well as some of the accolades he has received: Texas Facilities Commission (TFC) - is responsible for planning, providing and managing facilities for more than 100 state agencies in over 290 cities throughout Texas. The current inventory totals 28 million sq. ft. of leased and state-owned properties. Novak was appointed to the seven-member commission in Dec. 2011, nominated by Speaker Joe Straus and appointed by Governor Rick Perry. After serving as Vice-Chairman of the Commission, in 2019 Novak was asked to step in as Executive Director of the agency to execute transformational changes. San Antonio Military Task Force (MTTF) - The Community-Military Partnership for BRAC execution. The 2005 BRAC round produced over $3 billion in construction projects and added in excess of 10,000 new jobs to the community. Presiding MTTF Tri-Chair from 2006-2015. Morningside Ministries, 50 year old faith-based organization providing full continuum of care for older adults - $100 million in assets, one of the largest area non-profits - Chairman of the Board, 2011-2012. Cancer Therapy Research Center (CTRC) - under the umbrella of the University of Texas Health Science Center in San Antonio, CTRC is the premier cancer treatment and research center in Central and South Texas. Novak joined the Board of Governors of CTRC in September 2011. Commission on Intra-City Rail and Streetcar, Vice-Chairman, 2011. Attended U.S. Army Strategy Implementation Program at the Army War College, July 2011. Community liaison to the Commanding General of the United States Army South, 2006-2011. Greater San Antonio Chamber of Commerce, Chairman of the Board, 2004. Alamo Public Telecommunications Council (KLRN Public TV), Chairman of the Board, 2004. Recipient of the St. Mary's University International Business Leader of the Year Award, 2001. San Antonio Free Trade Alliance (International Economic Development entity for San Antonio & South Texas), Chairman of the Executive Committee, 2001-2003. Metropolitan Planning Organization (MPO), Chairman of the Board, 1998. Bexar County Commissioner, Sworn in January 1, 1995 - Four year term. Honorary Honduran Consulate, January 1992 - 1994. Recipient of the Entrepreneur of the Year award sponsored by Ernst & Young/INC. Magazine for the South Texas Region, 1992. Associated General Contractors of America (AGC) State Board, Building Branch, President of the Board, 1992. Associated General Contractors of America (AGC), San Antonio Chapter, President, 1991. Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC

Job Titles:

• Fellow

Job Titles:

• Managing Director
• Principal

Peter Heydenrych has more than 30 years of experience in corporate finance and investment banking, including international banking and M&A. He draws on a depth of experience and brings important insights to bear on the issues faced by clients, whether when selling their business or when requiring capital. Peter's entrepreneurial experience, as the owner of both service and manufacturing companies, provides added perspective and an enhanced ability to execute successful transactions, serving clients through a thorough understanding of both the process and the anatomy of M&A transactions. Most importantly, Peter's acknowledged capabilities make him a highly-skilled negotiator who is analytical and tenacious, yet objective and fair. He focuses on providing clients with an optimal business exit strategy, working with a team of experts such as CPAs, attorneys, and wealth managers. Peter began his career with the Big Four Public Accounting firm of Arthur Young, initially in Cape Town, South Africa and later in London, U.K. He managed audits in diverse sectors including manufacturing, shipping, publishing and retail. Expanding the range of his financial skills, Peter was appointed by its Board to the corporate office staff of the Controller of Barclays Bank in London (then the 6th largest banking group in the world), where he advised the bank on its capital investment and infrastructure strategies. Returning to his native South Africa, Peter served as the senior operating executive of a retail chain of 110 department stores, before moving to California in 1980. International experience was the foundation-stone for Peter's critical leadership contribution, as the Chief Financial Officer and member of the Board of Directors, to the rapid growth of a $200 million ocean freight transport and logistics company with operations on 5 continents. Peter began his work in M&A when, as a Partner and the Managing Director of one of the largest U.S. interior architecture and design firms, he represented the company in a highly strategic sale to a Fortune 100 company. He transferred to the acquiring company, and implemented a national roll-up of interior architecture & design and furniture distribution companies. Peter joined Corporate Finance Associates in 1991 and was a member of the management team which completed a buyout of the firm in 1996. He has participated in numerous M&A and corporate finance transactions, representing parties wishing to sell, buy or capitalize middle-market businesses. Building on corporate affiliations and M&A experience, Peter has served the needs of middle-market companies in the technology, health, business services, transport, telecommunications, manufacturing, financial services, and construction industries. Peter has authored several published articles including The Optimal Business Exit Strategy. He is a Chartered Accountant of South Africa and holds a Master's Degree in Business Administration from the University of Cape Town, South Africa. Peter holds FINRA Series 7, 79, 24, 28 and 63 licenses. Securities offered through Corporate Finance Securities. Inc.

Job Titles:

• Managing Director
• Principal
• Registered Representative

Bob St. Germain is a Managing Director & Principal of Corporate Finance Associates who gained his leadership experience from service in the military; from executive level positions in small to Fortune 500 corporations; and from serving as a Principal at another private investment bank where he started its physical security practice. His corporate M&A experience included work on acquisitions, divestitures, and joint ventures; serving on a JV board; participating on the sell-side management teams in separate $2.2 billion and $470 million mergers; and dealing with the many challenging post-close cultural and integration issues associated with those events. Since leaving the corporate sector to work in investment banking, he has conducted both buy-side and sell-side engagements. He draws upon his years of corporate development and investment banking experience to facilitate the valuing, buying, selling, and recapitalizing of privately held businesses with $10+ million in annual revenues. He focuses his practice on the manufacturing, distribution, and B2B service sectors. Bob is a Registered Representative sponsored by Corporate Finance Securities, Inc., a Registered Broker-Dealer and member FINRA/SIPC, in which he is a Principal and for which he also serves as Chairman & CEO. He holds the Series 24 General Securities Principal, Series 7 General Securities, Series 79 Investment Banking, Series 99 Operations Professional, and Series 63 Uniform Securities Agent licenses. He has taught Strategic Planning at Franklin University in Columbus, OH; and regularly gives public and private presentations on various aspects of the M&A process. He began his career in the U.S Army. Commissioned upon graduation from the U.S. Military Academy at West Point as an Infantry officer before transferring to Special Forces, he served as a paratrooper in command and staff positions within the 82nd Airborne Division, VII Corps, and 11th Special Forces Group (Airborne) in both the U.S. and Europe. He also graduated from numerous Army leadership programs including Command and General Staff College, Infantry Officer Advanced, Infantry Officer Basic, Airborne, Ranger, Jungle Operations, Special Forces, and Jumpmaster. He attained the rank of Major. After earning his MBA degree at Harvard University, Bob entered the corporate sector and, over a two decades plus career, developed a broad functional background from roles in Finance, Marketing, Sales, Engineering, Strategic Planning and Corporate Development while at Polaroid Corp., Grumman Corp., Northrop Grumman Corp., Holophane Corp., and NSI, Inc. His international experience was gained from responsibilities for business development in Europe, Latin America, and Japan.

Job Titles:

• Managing Director
• Principal
• Miembro Del Directorio Y Del Comité Ejecutivo

Roy is Managing Director & Principal of Corporate Finance Associates "CFA", a global middle-market investment bank founded in 1956. He has managed the firm's Austin/San Antonio office since 1997 and serves on the firm's Board of Directors and Executive Committee. He is also a shareholder and member of the Board of Directors of Corporate Finance Securities, Inc. an affiliated FINRA registered broker-dealer. Prior to joining CFA in 1997, Roy launched several startup companies and served in leadership capacities in each including one that reached Inc 500 ranking before it was sold to a large national acquirer. He has combined his deep experience in investment banking with his understanding of business from an owner's perspective to produce solutions to challenging needs and to help clients accomplish their goals. Roy's decades of experience have included hundreds of engagements in many industries on both domestic and cross-border transactions. He has worked with many family-owned businesses as well as more broadly owned private and public corporations, guiding them through business sales, acquisitions and recapitalization driven by various objectives. Roy has been involved in industry leadership for many years, having served as past president of the Austin/San Antonio chapter of the Association for Corporate Growth "ACG", a global organization of 15,000 members from private equity, investment banking, corporate development and other professions focused on M&A issues. He served on the ACG chapter board of directors for 16 years and the ACG global board of directors for 3 years. Roy is a graduate of Southern Methodist University with a BBA in finance from the Cox School of Business. He holds FINRA Series 7, 63, 79 and 99 securities licenses as well as a Texas real estate license. Professional Activities Association for Corporate Growth Member Global Board of Directors: 2012 - 2015 Association for Corporate Growth, Austin/San Antonio Chapter President: 2006 & 2007 Director: 2006 - 2019 Roy Graham es miembro del Directorio y del Comité Ejecutivo de Corporate Finance Associates (CFA). Tiene más de 30 años de experiencia transaccional como dueño de empresa y como banquero de inversión. Sus dotes consultivas resultan de su vasta experiencia operacional y de sus años completando transacciones de toda índole.

Job Titles:

• Partner
• Partner / Amsterdam, Netherlands
• Partner at

Ruud van Hoek is a partner at CFA's office in Amsterdam. He is a hands-on Mergers & Acquisitions advisor specializing in buy- and sell- side advisory, MBO's, MBI's, joint-ventures, negotiations and company valuations. Ruud is an excellent Process Manager with deep financial knowledge and a strong relationship-oriented approach. He has been active in M&A for about 25 years in several sectors but with a special interest in consumer business, food & agri and financial services. Ruud's past employments include Rabobank, Deloitte, Oaklins, and Clairfield International. Ruud advised several successful private owners in selling their businesses and served many large corporates on buy and sell side cases. He also assisted many European Private Equity firms in originating and executing transactions and advised the Dutch Ministry of Finance on two privatizations. Ruud graduated from Tilburg University with a Master's degree in Business Administration.

Job Titles:

• Managing Director

Terell Brown, Managing Director in the Atlanta office, is a United States Marine Corps Veteran and became a dealmaker at CFA in 2018. After honorably separating from military service, Terell retrained and began his career in finance as a financial adviser providing investment advice and retirement planning to individuals, businesses, and government agencies. Terell furthers his expertise, specializing in mergers and acquisitions as a path to value creation. Terell owns a successful Service-Disabled Veteran Enterprise with a focus in commercial real estate development. Terell is a Post 9/11 Veteran and joined the United States Marine Corps in 2006, deployed in 2008 and honorably separated in 2010. In the Marines, Terell worked in aviation as a quality assurance officer. After completing military service and returning home he began his career in finance at Country Financial. Shortly after, Terell also began to develop affordable housing for United States military Veterans. Terell holds a Masters of Business Administration (MBA) degree with a major in finance. He attended business school at Mercer University in his hometown of Atlanta, Georgia. His alma mater is Georgia State University (Atlanta, Georgia) where he earned a Bachelor of Business Administration (BBA) degree with a major in real estate. He is a life-long learner who is dedicated to service.

Job Titles:

• Managing Director
• Principal