Carr, Riggs & Ingram LLC has created a new licensed broker-dealer unit that will operate under the name Carr, Riggs & Ingram Transaction Advisors LLC.
CRI Transaction Advisors will provide a wide array of sell-side and buy-side offerings. The firm is registered as a broker-dealer with the Financial Industry Regulatory Authority and is a member of the Securities Investors Protection Corporation.
Mergers and acquisitions specialists Darin Phillips, Joel Sikes and Ed Phillips will lead the new unit. Formerly with the Genesis Business Group, they spent many years developing and honing a process that focuses on the elements that lead to successful results in a transaction. Their prior experience helping clients complete the sale or purchase of businesses will form the core of CRI Transaction Advisors. Enterprise, Alabama-based CRI ranked 29th on Accounting Today’s 2012 list of the Top 100 Firms.
“The new CRI Transaction Advisors team allows our CPA firm to deliver a depth of merger and acquisition resources from within our firm—guaranteeing service delivery steeped in our founding values of client service, respect and integrity,” said CRI chairman and managing partner William H. Carr in a statement. “This dedication to client service, coupled with the successful track record and client-focused processes previously established by the Genesis Business Group, form the foundation of CRI Transaction Advisors."
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