About
Bobbi Coffey serves as Vice President at Transworld Business Advisors of Southandwesttexas. She works as a Senior M&A Intermediary on lower middle market transactions. She focuses on technology, services, construction, and manufacturing. She pairs commercial real estate sales with business deals. Bobbi Coffey spent more than 30 years in finance roles, including work as a CFO. She guided CEOs and owners of companies with revenues from $5M to $850M. She earned an accounting degree from Florida State University. She holds MCBI, M&AMI, and CM&AP designations plus Texas real estate license 720698.
Who is a good fit for Bobbi Coffey
- Owners of lower middle market companies in technology, services, construction, or manufacturing.
- Sellers who want to combine a business sale with commercial real estate.
- Buyers seeking lower middle market acquisitions with a former CFO as intermediary.
- Business owners in South and West Texas, New Mexico, or Wyoming.
- CEOs who want an advisor who has guided firms with revenues from $5M to $850M.
Active listings (0)
No active listings right now.
Frequently Asked Questions
Bobbi Coffey works as a Senior M&A Intermediary on lower middle market deals. She focuses on technology, services, construction, and manufacturing. She also handles commercial real estate sales paired with business transactions. Her listings include a Montessori school in Richmond, TX and a two-unit coastal restaurant in Texas.
Bobbi Coffey advises both sellers and buyers on lower middle market deals. She leads negotiation, acquisition, and integration for her clients. She applies CFO experience from companies with revenues from $5M to $850M. She structures transactions that combine a business sale with commercial real estate.
Bobbi Coffey holds a Master's Certified Business Intermediary (MCBI) designation. She also holds Merger and Acquisition Master Intermediary (M&AMI) and Certified Merger and Acquisition Professional (CM&AP) credentials. She earned an accounting degree from Florida State University. She holds Texas Real Estate Sales Agent license 720698.
Bobbi Coffey specializes in commercial real estate sales partnered with business transactions. She holds Texas Real Estate Sales Agent license 720698. She sells the operating company and the related real estate together. Her Texas listings include a two-unit coastal restaurant with real estate available.
Bobbi Coffey spent more than 30 years in entrepreneurial support roles in domestic and international organizations. She worked as a CFO advising CEOs and business owners. She advised companies with revenues from $5M to $850M. She brings organizational management experience across operations, legal, HR, IT, systems, and FP&A.