Executive Profiles
Gerald (“Jerry”) F. Toth Jr., CAA’s Managing Director and President, has 32 years of diverse corporate finance, sales/marketing and general management experience. He has closed a wide range of significant financial transactions with clients in more than 75 different industries. In addition to working for large and sophisticated corporate financial services companies in both corporate commercial banking and investment banking capacities (American National Bank-Chicago, Continental Illinois National Bank-Chicago, Manufacturers Hanover-New York, Credit Du Nord-Paris, France), Mr. Toth has also bought, managed, and sold his own industrial specialty chemicals distribution company. He is intimately familiar with the issues and challenges of running, selling, and financing middle-market businesses.
From his interaction with sophisticated investment bankers, accounting firms, buyout groups, venture capitalists, and business valuation consultants on large corporate finance transactions in the 1980’s and early 1990’s, Mr. Toth could foresee that there was a significant opportunity to provide the same level of transaction sophistication and professionalism that is readily available for large corporations to smaller companies. This is what led Mr. Toth to form Capital & Acquisition Advisors, Inc. in 1995. Mr. Toth received his B.S (Economics) from Villanova University in 1968, his MBA from Cornell University in 1973, and was an officer in the U.S. Navy from 1968 - 1971. Mr. Toth is an active member of Midwest Business Brokers and Intermediaries Association (www.mbbi.org).
Tamara Hannah is CAA’s special advisor for IRS Section 1031 Tax Free (“Like Kind” or “Starker”) Exchanges and “Tenant-in-Common” (TIC) investment transactions. Ms. Hannah has 23 years of experience in real estate transactions as an attorney, a real estate broker, and in 1031 commercial real estate and other types of like-kind tax free transactions/investments. She is also registered to sell TIC investments to accredited investors (as defined under Regulation D of the 1933 Act).
Ms. Hannah received her J.D. degree from Illinois Institute of Technology (Chicago Kent College of Law) in 1984 and is a member of both the Chicago Bar Association and Lawyers for the Creative Arts.
Securities offered through Welton Street Investments LLC, member FINRA/SIPC, 9780 Mount Pyramid Court, Suite 400, Englewood, CO 80112 (phone:888-569-1031). This is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer may only be made by means of a private placement memorandum. As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, limited liquidity, and limits on management control of the property. Tamara Hannah is a Registered Representative of Welton Street Investments, LLC.