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James M. Mann
Jimm is one of our founders and a Managing Director of Mann, Armistead & Epperson, Ltd. Jimm brings over thirty years of investment banking/accounting experience to our client base and has advised clients on numerous exclusive sale assignments, buyside transactions, public company defenses and a wide variety of strategic advisory situations.
Although capable in many aspects of corporate finance, Jimm's focus is assisting clients through the merger and acquisition process and the related financial, legal and tax issues. Prior to forming our firm, Jimm spent thirteen years at Wheat, First Securities Inc. as a Senior Vice President where he was in charge of the Merger and Acquisition Group. He also spent time at the Department of Justice as a Special Agent for the Federal Bureau of Investigation and as a Certified Public Accountant with Ernst & Young.
Jimm earned a Bachelor of Science degree in Accounting from Virginia Commonwealth University.
Contact Jimm at: jmm@maeltd.com
Jimm is one of our founders and a Managing Director of Mann, Armistead & Epperson, Ltd. Jimm brings over thirty years of investment banking/accounting experience to our client base and has advised clients on numerous exclusive sale assignments, buyside transactions, public company defenses and a wide variety of strategic advisory situations.
Although capable in many aspects of corporate finance, Jimm's focus is assisting clients through the merger and acquisition process and the related financial, legal and tax issues. Prior to forming our firm, Jimm spent thirteen years at Wheat, First Securities Inc. as a Senior Vice President where he was in charge of the Merger and Acquisition Group. He also spent time at the Department of Justice as a Special Agent for the Federal Bureau of Investigation and as a Certified Public Accountant with Ernst & Young.
Jimm earned a Bachelor of Science degree in Accounting from Virginia Commonwealth University.
Contact Jimm at: jmm@maeltd.com
W. Howard Armistead
Howard is one of our founders and a Managing Director of Mann, Armistead & Epperson, Ltd. Howard has over thirty years of experience in assisting corporations and shareholders in a wide variety of transactions which focus on the transfer and transition of corporate ownership. Howard has significant experience in dealing with small and mid-cap public companies and related transactions such as “going private” tender offers, advising special committees, providing valuations and fairness opinions and structuring corporate sell-side mandate processes. Howard also spends significant time advising companies regarding transition of ownership of family businesses. Prior to forming our firm, Howard was a Senior Vice President at Wheat, First Securities Inc. and Craigie Incorporated. Howard started his career as a CPA with Ernst & Young rising to partner level and Director of Health Care Services in the Mid-Atlantic Region. Within his fifteen year tenure at Ernst & Young, Howard spent three years as a Medical Group Administrator at Duke University Medical Center.
Howard earned a Bachelor of Science degree in Accounting at Virginia Tech.
Contact Howard at: wha@maeltd.com
Howard is one of our founders and a Managing Director of Mann, Armistead & Epperson, Ltd. Howard has over thirty years of experience in assisting corporations and shareholders in a wide variety of transactions which focus on the transfer and transition of corporate ownership. Howard has significant experience in dealing with small and mid-cap public companies and related transactions such as “going private” tender offers, advising special committees, providing valuations and fairness opinions and structuring corporate sell-side mandate processes. Howard also spends significant time advising companies regarding transition of ownership of family businesses. Prior to forming our firm, Howard was a Senior Vice President at Wheat, First Securities Inc. and Craigie Incorporated. Howard started his career as a CPA with Ernst & Young rising to partner level and Director of Health Care Services in the Mid-Atlantic Region. Within his fifteen year tenure at Ernst & Young, Howard spent three years as a Medical Group Administrator at Duke University Medical Center.
Howard earned a Bachelor of Science degree in Accounting at Virginia Tech.
Contact Howard at: wha@maeltd.com
Wallace W. “Jerry” Epperson, Jr., CFA
Jerry is one of the founders of our firm and a Managing Director of Mann, Armistead & Epperson, Ltd. Jerry is the head of our research efforts and has in excess of thirty years of experience in the publication of hard/soft dollar research which focuses on demographics, consumer products, furnishings (residential and contract) and related issues. More specifically, Jerry’s research in the furnishings industry is recognized on a world-wide basis for its in-depth coverage of suppliers, manufacturers and retailers. Jerry has also been acknowledged by several industry, research and Wall Street associations for his coverage. On several occasions, Jerry has been requested by the U.S. State Department to travel to the Pacific Rim and Europe to assist those countries in understanding the furnishings industry. Prior to founding our firm, Jerry spent fifteen years at Wheat, First Securities, Inc. and five years at Scott & Stringfellow, Inc.
Jerry earned a Bachelor of Science degree in Commerce from the University of Virginia and an MBA from the College of William & Mary. He is also a Chartered Financial Analyst.
Contact Jerry at: wwe@maeltd.com
Jerry is one of the founders of our firm and a Managing Director of Mann, Armistead & Epperson, Ltd. Jerry is the head of our research efforts and has in excess of thirty years of experience in the publication of hard/soft dollar research which focuses on demographics, consumer products, furnishings (residential and contract) and related issues. More specifically, Jerry’s research in the furnishings industry is recognized on a world-wide basis for its in-depth coverage of suppliers, manufacturers and retailers. Jerry has also been acknowledged by several industry, research and Wall Street associations for his coverage. On several occasions, Jerry has been requested by the U.S. State Department to travel to the Pacific Rim and Europe to assist those countries in understanding the furnishings industry. Prior to founding our firm, Jerry spent fifteen years at Wheat, First Securities, Inc. and five years at Scott & Stringfellow, Inc.
Jerry earned a Bachelor of Science degree in Commerce from the University of Virginia and an MBA from the College of William & Mary. He is also a Chartered Financial Analyst.
Contact Jerry at: wwe@maeltd.com
Michael B. Watson, Jr.
Mike is a Managing Director in our firm and has over fifteen years experience in the organization and structuring of investment banking transactions. Mike joined our firm two months after its conception and has been instrumental in the sourcing, structuring and execution of our investment banking transactions. Although capable in many aspects of corporate finance, Mike specializes in our merger and acquisition business and the orchestration of exclusive sale assignments. He also focuses on our clients who may need balance sheet restructuring. Prior to joining our firm, Mike worked in the Merchant Banking Group at Bankers Trust Company in New York. He also was in the summer associate program at Lehman Brothers.
Mike is a Managing Director in our firm and has over fifteen years experience in the organization and structuring of investment banking transactions. Mike joined our firm two months after its conception and has been instrumental in the sourcing, structuring and execution of our investment banking transactions. Although capable in many aspects of corporate finance, Mike specializes in our merger and acquisition business and the orchestration of exclusive sale assignments. He also focuses on our clients who may need balance sheet restructuring. Prior to joining our firm, Mike worked in the Merchant Banking Group at Bankers Trust Company in New York. He also was in the summer associate program at Lehman Brothers.
Mike
earned a Bachelor of Arts degree in Economics and Business with
a minor in Government and Law from Lafayette College.
Contact Mike at: mwatson@maeltd.com
David J. Samuel
David joined our firm in 2001 and is an Assistant Vice President in our investment banking group and assists senior professionals with the execution of merger and acquisition transactions. His primary responsibilities include interacting with our clients for due diligence review, transaction modeling, offering memorandum preparation and the negotiation of closing documents. Prior to joining full-time, David served as a summer intern at our firm.
David earned a Bachelor of Science degree in Business from Wake Forest University.
Contact David at: djs@maeltd.com
David joined our firm in 2001 and is an Assistant Vice President in our investment banking group and assists senior professionals with the execution of merger and acquisition transactions. His primary responsibilities include interacting with our clients for due diligence review, transaction modeling, offering memorandum preparation and the negotiation of closing documents. Prior to joining full-time, David served as a summer intern at our firm.
David earned a Bachelor of Science degree in Business from Wake Forest University.
Contact David at: djs@maeltd.com
Jin S. Ko
Jin joined our firm in 2006 and is a financial analyst in our research department. More specifically Jin is responsible for industry research publications produced by Mann, Armistead & Epperson, Ltd. Jin joined our firm after working at Wachovia Corporation in Richmond, VA.
Jin earned a Bachelor of Science degree in Financial Planning from Virginia Commonwealth University.
Contact Jin at: jsk@maeltd.com
Jin joined our firm in 2006 and is a financial analyst in our research department. More specifically Jin is responsible for industry research publications produced by Mann, Armistead & Epperson, Ltd. Jin joined our firm after working at Wachovia Corporation in Richmond, VA.
Jin earned a Bachelor of Science degree in Financial Planning from Virginia Commonwealth University.
Contact Jin at: jsk@maeltd.com
Wendy M. Flournoy
Wendy joined our firm in 2000 and is the Administrative Director in our investment banking group. Wendy joined our firm after four years with the Public Finance Department of BB&T Capital Markets. She is responsible for the day-to-day operations at Mann, Armistead & Epperson, Ltd., including marketing and client relations, and is instrumental in the execution of the firm’s corporate finance transactions.
Wendy earned an Associate of Business degree from J. Sargeant Reynolds Community College.
Contact Wendy at: wmf@maeltd.com
Wendy joined our firm in 2000 and is the Administrative Director in our investment banking group. Wendy joined our firm after four years with the Public Finance Department of BB&T Capital Markets. She is responsible for the day-to-day operations at Mann, Armistead & Epperson, Ltd., including marketing and client relations, and is instrumental in the execution of the firm’s corporate finance transactions.
Wendy earned an Associate of Business degree from J. Sargeant Reynolds Community College.
Contact Wendy at: wmf@maeltd.com
Margaret B. LaPierre
Margaret joined our firm in 1992 and is the Administrative Manager of our investment banking group. Margaret joined our firm after fourteen years as Administrative Manager of the Corporate Finance Department of Wheat, First Securities. She is responsible for the day-to-day operations at Mann, Armistead & Epperson, Ltd., including human resources, accounting, inventory control, client relations, and is instrumental in the execution of research material from our research department.
Contact Margaret at: mbl@maeltd.com
Margaret joined our firm in 1992 and is the Administrative Manager of our investment banking group. Margaret joined our firm after fourteen years as Administrative Manager of the Corporate Finance Department of Wheat, First Securities. She is responsible for the day-to-day operations at Mann, Armistead & Epperson, Ltd., including human resources, accounting, inventory control, client relations, and is instrumental in the execution of research material from our research department.
Contact Margaret at: mbl@maeltd.com