locationSt. Petersburg, Florida, United States
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Merger and Acquisition Advisory (1)
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Joel K.
Partner, Chief Financial Officer and Chief Compliance Officer
Financial Services
Validated reviewer
Jun 2, 2018
Merger and Acquisition Advisory
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Willingness To Recommend
Industry Knowledge
What did you like best about your expertise with the Firm?

The firm was professional and patient.

What did you like least about your expertise with the Firm?

Due to the atypical nature of the transaction which involved selling a water system to its only customer, there were some sticky issues. There were a few times when I felt like RJ was not sure how to proceed. There also was a 50% turnover of the team during our 9 month engagement at the Junior levels.

What recommendations would you make to other businesses considering engaging this Firm?

I would recommend the team I worked with at RJ.

What recommendations would you make to the Firm?


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