Partner, Managing Director, CRI Capital Advisors
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 never loses sight of the client, their goals and desired outcome, or how important this step is in their lives.
Years of Experience
Auburn University at Montgomery, Bachelor’s
Financial and Operations Principal-Series 28
General Securities Principal-Series 24
Series 63-Uniform Securities Agent
Series 79-Limited Representative-Investment Banking