Our Team of Business Sales, Mergers & Acquisitions Professionals
President & Designated Broker
Diane is the former CEO of Concord Capital Assets, Inc., an asset management firm. Her experience includes real estate investment & management, acquisition analysis, market analysis and due diligence. Diane is also the founding partner of a bank consulting firm that specializes in regulatory compliance, portfolio risk analysis and acquisition due diligence.
Her prior experience includes foreign currency trading at the Bergen Bank of Norway, administration in the National Accounts Division of IBM Corporation and real estate acquisition and business development for Clayton Williams & Sherwood, Inc.
She holds B.S. degrees in Finance and Quantitative Analysis from California State University Long Beach.
Jim has been assisting clients with business sales and acquisition for over 14 years. He brings extensive knowledge and experience to his transactions.
Jim owned and operated a VR Business Broker franchise for twelve years. He successfully lead the business from an under performing to being 6th in the nation. Jim sold the business in 2002 and continued to work in the profession as an agent.
Prior to owning his brokerage, Jim worked for GTE in various management positions. His last job when he retired was as Director of Strategic Planning. His last major assignment was to facilitate the merger between GTE-AG Communication Systems & ATT. In that role he was the liaison between the two businesses.
Jim graduated with a B.A. degree with a double major in Mathematics and Economics form Blackburn University.
Jerry is the former Chief Operation Officer of Transamerica Bank N.A. He has over 34 years of executive level experience with Transamerica Commercial Finance Corp and General Electric Capital Corp.
He has an extensive background in business valuations, contract negotiations, due diligence, business integration, mergers, strategic planning, P & L management, exit strategies, Six Sigma and process re-engineering.
Jerry holds a B.B.A degree in Business Finance from West Texas State University.