Joel is the managing director of CRI Capital Advisors, a division of Carr, Riggs & Ingram Capital Group. He offers diversified experience applicable to many types of mergers & acquisitions (M&A) transactions, including the sale or recapitalization of companies to financial (private equity), strategic (corporations), domestic, international, privately held and publicly traded acquirers. Joel leads the CRI investment banking team on each transaction; from initial analysis, preparation and underwriting, deal marketing, negotiation of transaction price and structure, as well as guiding clients through the process of financial/legal due diligence and final closing of a transaction.
Joel is an active Certified Management Accountant (CMA) and Certified in Financial Management (CFM). He holds a license for a Series 79 – Limited Representative – Investment Banking, Series 24 – General Securities Principal, and a Series 28 – Financial and Operations Principal.
Certified Management Accountant (CMA)
Financial and Operations Principal-Series 28
General Securities Principal-Series 24
Limited Representative–Series 79
Auburn University at Montgomery, Bachelor’s