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Agent ProfileBobbi Coffey, CBI, M&AMI, CM&AP

Bobbi Coffey, CBI, M&AMI, CM&AP

Senior Business Advisor / M&A Intermediary

Bobbi Coffey is a seasoned professional with a remarkable track record in corporate finance, accounting, and leadership. With over 30 years of experience, she has excelled as a CFO, providing strategic financial guidance to CEOs and business owners across various industries with revenues ranging from $5M to $850M. Her comprehensive understanding of organizational management, including operations, legal, HR, IT, systems, and FP&A, has enabled her to drive success in diverse business environments.

As a Senior M&A Intermediary specializing in lower middle market, Bobbi brings her exceptional negotiation, acquisition, and integration skills to the table. Her hands-on approach and problem-solving abilities have earned her a reputation for delivering successful outcomes while ensuring the satisfaction of both sellers and buyers. Bobbi's unique business structuring approach and strong leadership qualities enable her to navigate complexities and maximize value for all parties involved.

Her deep industry expertise spans technology, services, construction, and manufacturing among others. Bobbi’s broad experience, coupled with her financial acumen, sets her apart in the industry. Her strong network and creative partnering skills allow her to connect buyers and sellers seamlessly, facilitating smooth transactions and fostering mutually beneficial partnerships.

As a forward-thinking professional, Bobbi remains ahead of market trends and industry developments, consistently delivering tailored solutions to clients. Her passion for facilitating successful transactions, combined with her dedication to exceptional service, positions her as a highly sought-after business advisor.

If you are seeking a seasoned and results-driven business broker with a strong financial background, Bobbi Coffey is the professional you need. Contact her today to discuss how she can leverage her expertise to help you achieve your business objectives and unlock the full potential of your strategic exit or begin your entrepreneurial journey.

Bobbi has an Accounting Degree from Florida State University. Her credentials include Certified Business Intermediary (CBI), Merger & Acquisition Master Intermediary (M&AMI) and Certified Merger & Acquisition Professional (CM&AP). She is also a licensed Texas Real Estate Sales Agent (Lic. #720698) and specializes in commercial real estate sales partnered with business transactions.

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