Jeff has 30 years of experience in the financial services and construction industries. As a global energy investment banker for Bank of America Merrill Lynch and Credit Suisse, he advised oil & gas companies on strategic and financing initiatives. Jeff played a leading role in the execution of numerous mergers & acquisitions, initial public offerings, follow-on equity offerings, high yield bond offerings, syndicated loans, and other corporate financings... SEE MORE
With family considerations in mind, Jeff left his investment banking career to partner with a longtime friend who owned a residential remodeling, construction, and custom cabinetry business in strong need of executive management. Together, they restructured TriFection Remodeling & Construction, with Jeff serving as Executive Vice President, Chief Financial Officer, and minority owner. Over the next decade, they grew TriFection into one of the largest, most-respected residential contracting firms in the Greater Houston area.
As a B2B CFO partner, Jeff fully utilizes his professional experiences as a banker and business owner to provide his clients with valuable advice. He has closely collaborated with corporate executives, boards of directors, investment bankers, commercial bankers, accountants, lawyers, and institutional investors to raise billions in capital and execute transformative mergers & acquisitions. He fully understands the challenges and rewards that private business owners face on a daily basis. With impressive organizational & communication skills, attention to detail, and a passion for excellence, Jeff can help create and implement customized solutions for a business to grow more profitably and increase its valuation.
Jeff’s areas of business expertise include:
- Strategic planning
- Budgeting and financial forecasting
- Financial statement analysis
- Investment return analysis
- Organizational structure and process optimization
- Cash management
- Debt and equity financing
- Mergers & acquisitions
- Business valuation
- Risk management
- Sales & marketing
- Human resources
- Exit planning
Jeff graduated summa cum laude from Texas A&M University with a bachelor’s degree in economics and a minor in finance. He later earned his MBA with honors from the Stern School of Business at New York University, with a focus on finance and accounting, before launching his investment banking career on Wall Street. Jeff and his wife Velda have two daughters. In addition to coaching and attending the girls’ athletic events, Jeff’s personal activities include fishing, golfing, and spending time on the family ranch in scenic Washington County.
