Experienced M&A advisors or business consultants who wish to discuss a virtual affiliation with Capital Business Advisors, Inc., please contact Jerry Cohen through the contact page of this website. All applicants must possess a bachelor’s degree or higher (no exceptions) and a minimum of five-years recent industry experience.
With over 30 years as a professional mergers & acquisitions advisor, business broker, and business consultant, Jerry works with business owners to successfully sell their businesses, to enhance their strategic business plans, and to serve in an independent advisory role pertaining to potential business acquisitions.
Jerry previously earned the industry designation of Certified Business Intermediary (CBI), awarded by the International Business Brokers Association and achieved by only 2-3% of all business brokers nationally. Jerry was the founder of the Mid-Atlantic Business Intermediaries Association and served as its President from 2003 to 2007. He has authored industry articles related to selling businesses and has been quoted as an industry expert by several publications including the Washington Post and the Gazette newspapers.
Having previously co-owned a local ten-unit chain of alternative banking facilities operating in the Washington, DC Metropolitan Area, Jerry understands firsthand the challenges facing business owners both in the private sector and those in the government contracting sector.
In addition to being a licensed real estate broker in the State of Maryland, the District of Columbia, and in the Commonwealth of Virginia; Jerry holds both Master of Science and Bachelor of Science degrees in Management from University of Maryland University College and earned distinguished academic honors in both curricula. Jerry is currently a student at the University of the Cumberlands and is enrolled as both an MBA student with an expected graduation date of August 2020, and a PhD candidate in the Leadership Studies program with a concentration in business, and has an expected graduation date of May 2022.
Jerry is also a regional affiliate of Generational Equity, one of the world’s largest mergers and acquisitions firms and exclusively represents a number of their sell-side clients.
As a second-generation practitioner, Jerry is proud to continue in his father’s footsteps of serving his clients with dedication and expertise. He is also a veteran of the United States Air Force and is honored to currently serve as Commander of his War Veterans Post.
James D. Russell
Serving as a business intermediary mergers and acquisition specialist since 1997, assisting CEO’s of federal government contractors and other lower end middle market businesses in selling their businesses and/or in entering new markets or expanding their revenue base through business acquisitions. In addition to federal contractors, clients have included regional and community banks, insurance agencies and financial services firms, manufacturers, fabricators, engineering and construction companies, and information technology groups.
Co-established a securities brokerage office providing early stage investment banking services including conducting private placement offerings for small and early stage corporations.
Co-established a data networking equipment manufacturers representative business providing data communications, fiber optics and other networking products and services to electrical and telecom distributors in the middle Atlantic region.
As CEO of international operations for a public company negotiated and oversaw implementation and performance of more than $150 million in domestic and international government information technology contracts and projects and acquisitions on five continents.
As chief sales and marketing officer for all domestic operations, lead the company into a leadership position (and eventually IPO) in the government and public utility geographic information systems and laboratory services markets.
Served in various engineering positions (systems equipment, product development, fundamental and current economic planning, and special projects) for various AT&T companies.
Undergraduate: United States Naval Academy
Bachelor of Science in Mechanical Engineering, The Johns Hopkins University
Graduate Program: Administrative Sciences, The Johns Hopkins University
NASD Series 7 & 63 Securities licenses (inactive)
Current Real Estate Broker Licenses – Maryland and Florida
Certified Business Valuation Analyst (CVA designation) by the National Association of Certified Valuation Analysts (NACVA)
Chartered Merger and Acquisition Professional (CMAP designation) by the Middle Market Investment Banking Association
Certified Merger & Acquisition Advisor (CM&AA designation) by the Alliance of Merger and Acquisition Advisors
Don provides CFO services to small and mid-sized business on a part-time, as needed basis. His specialty is developing and implementing strategies that allow business owners to increase their revenues, their profits and ultimately the value of their company.
Don has over 25 years of experience as a senior financial executive and has held CFO, Vice President of Finance and Controller roles at a variety of industry leading organizations. Don’s industry experience includes internet advertising, market research, architecture, construction, real estate development, entertainment, retail, travel information systems, transportation, manufacturing, real estate investments, energy and telecom. Don has worked with organizations of all sizes, from pre-revenue start-ups through multi-billion dollar international conglomerates.
Specific services span the life cycle of a business and include:
• Strategic and Financial Planning
• Securing Loans, Investment Capital and Working Capital
• Implementing Accounting & Business Processes and Procedures
• Cash Flow & Profitability Analysis and Management
• Risk Management and Compliance Monitoring
• Exit Strategy Development and Implementation
Education and Licenses
• Bachelor’s Degree in Accounting – Boston College Carroll School of Management
• MBA with a Finance Concentration – The University of Texas at Arlington
• Certified Public Accountant – Active CPA license from the State of Massachusetts