Representing Clients in transactions of $1MM to $100MM
Background & Experience
Joel has been involved for the last 20 years (since 1996) in the printed office products supply industry. However, his formative years in business (1986-1991) were as a Senior Accountant/CPA with Price Waterhouse in both Birmingham, AL and Savannah, GA. Joel joined Savannah-based Roger Wood Foods as CFO in 1991 and left in 1995.
In 1996 Joel joined Nashville-based FormService, Inc. (FSI) as a partner and CFO and was responsible for planning, financial management and operations. Joel assisted in growing FSI from $1MM to $20MM in Sales by 2006.
In 2006 Joel and his partner split FSI into two separate companies with Joel taking the bank product procurement and logistics services-related side of the business and forming Financial Institution Supply, Inc. (FISI).
In April 2014, Joel sold FISI to the Safeguard Business Systems Div. of Deluxe Corporation (NYSE: DLX).
In March 2016, Joel joined Corporate Development Associates as a Senior Vice President.
Clients by Industry
Manufacturers and distributors of plain or printed/converted paper products used on business machines or in the office environment.
Geographic Area Serviced
All of the United States, Canada and Mexico
Credentials & Education
• BA in Business Accounting-Auburn University (1986)
• Certified Public Accountant (CPA)
• Chartered Global Management Accountant (CGMA)
Professional Affiliations
• AICPA (American Institute of Certified Public Accountants)
• PSDA (print industry trade association)
• ACG (Association for Corporate Growth)
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