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Our partners have worked together successfully on transactions since 1997.

Patrick C. Heinrich, managing partner

Patrick has significant investment banking experience both in Charlotte and New York with Banc of America Securities. Prior to BofA, he spent 6 years as a corporate attorney focused on M&A.


L. Kerry Vickar, partner

Kerry has successfully orchestrated numerous buyouts, add-on acquisitions and capital raises on behalf of both himself and his partners. He was the CEO of CorrFlex Graphics prior to its $250 million sale to Sonoco Corporation of Hartsville, SC.

Rob Tiede, partner

Rob has presided over large divisions at a number of Fortune 500 corporations. He worked previously with KPMG as a chartered accountant.

Jeffrey R. Gifford, chief financial officer

Jeff has over twenty years of experience as a CPA specializing in M&A tax matters for strategic and financial investors. Jeff previously led the tax transaction advisory practice at both Arthur Andersen and Grant Thornton in Charlotte.

Paul L. Peters, senior associate

Paul brings eight years of experience in the mergers and acquisitions field. He was formerly with Banc of America Securities and Ernst & Young Corporate Finance LLC.

Bryan L. Smith, partner

Bryan is the former owner and president of several companies in the paper and packaging industry. He was the founder and president of CorrFlex and brings extensive operational and investment experience.

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