Managing Director at Corporate Finance Associates
San Antonio, Texas Area
- Current
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- Managing Director at Corporate Finance Associates
- Education
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- Southern Methodist University - Cox School of Business
- Connections
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183
connections
- Industry
- Investment Banking
- Websites
Roy Graham’s Summary
Corporate Finance Associates (CFA) is one of North America's oldest and largest middle-market investment banking firms. Founded in 1956, CFA has recorded thousands of successful transactions over its life and has grown to include over 40 offices worldwide.
Roy serves on the Board of Directors of Corporate Finance Associates Worldwide, Inc. and is a member of the firm’s Executive Committee. He co-chairs the company’s Energy Industry Practice Group and serves as the Managing Director of CFA’s San Antonio/Austin office.
Roy has more than 30 years of dealmaking experience as a business owner, executive and investment banker. His advisory services blend extensive operational experience with years of investment banking practice. Prior to joining CFA in 1997, Roy served in executive capacities with public and private companies in several industries.
Following are representative engagements that Roy has managed during his tenure with CFA:
• Retained by a NYSE company for outsourced corporate development services on a national multi-transaction project.
• Engaged by various domestic and foreign middle market companies to accomplish a sale or recapitalization of a business.
• Contracted by a NASDAQ listed company to facilitate a joint venture with a private company for the purpose of establishing a cross-border just-in-time delivery capability.
• Engaged by private equity and private investment firms to identify acquisition targets and to work to accomplish completed transactions.
• Retained by several foreign companies to identify domestic acquisition targets and to orchestrate successful closings.
• Retained by a private investment firm to secure funding for two of its companies.
Roy Graham’s Specialties:
Mergers and acquisitions, seller representation, buyer representation, recapitalizations, management buyouts, growth capital.
Roy holds Texas real estate and securities licenses.
Additional Information
Roy Graham’s Websites:
Roy Graham’s Groups:
PROFESSIONAL ACTIVITIES
Association for Corporate Growth, Austin Chapter
• Program Chair – 2002 – 2005
• President – 2006
Association for Corporate Growth, Central Texas Chapter
• President – 2007
• Director - 2008-09
COMMUNITY ACTIVITIES / OTHER AFFILIATIONS
• Rotary Club
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SMU Cox School of Business -
Southern Methodist University Alumni -
The Association for Corporate Growth
Roy Graham’s Honors:
SELECTED AWARDS / ACHIEVEMENTS
• CFA Silver Circle Award
• ACG Outstanding Achievement Award
• Inc 500 Award
• Paul Harris Fellow
