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Craig Dickens
M&A | Private Equity Investor | Board Member | Wealth Creator | Trusted Advisor to Top Middle Market Decision Makers
Craig Dickens is a Partner with CDI Global North America, based in the Seattle-Tacoma office.12 He is a multifaceted professional with extensive experience in the business and financial sectors:
Professional Background
Entrepreneurship and Leadership: Craig Dickens is described as a true serial entrepreneur and CEO.2 His entrepreneurial spirit has likely contributed to his success in various business ventures.
M&A Expertise: He is a Certified Merger and Acquisition Advisor (CM&AA)3, which demonstrates his specialized knowledge in mergers and acquisitions. This certification is particularly relevant to his role at CDI Global, a firm known for its expertise in strategic cross-border transactions.1
Investment Banking: Dickens holds FINRA licenses, including Series 24, 82, and 63.3 These licenses are crucial for professionals working in investment banking and securities.
Current Roles
CDI Global: As a Partner at CDI Global North America, Dickens likely plays a significant role in the firm's middle-market advisory services, particularly in cross-border transactions.1
Merit Investment Bank: In addition to his role at CDI Global, Craig Dickens is also the CEO of Merit Investment Bank & Company.4 This position further showcases his leadership in the financial sector.
Expertise and Interests
Craig Dickens' diverse background and certifications make him well-suited for his role at CDI Global, where he can leverage his expertise in M&A, investment banking, and entrepreneurship to assist clients with complex financial transactions and strategic business decisions.
Highlights
MSP owners thinking about selling...thisbis a good article on preparation. https://lnkd.in/e_wcY68q
In my latest Middle Market Moment episode, I had the pleasure of interviewing Seth Shapiro, Executive VP and Risk Strategist at USI. We had a deep dive into the world of risk management and its critical role in M&A transactions.
Seth shared some fantastic insights on how businesses can effectively assess and manage risks to protect and enhance their value.
Whether you're preparing for a sale or just looking to strengthen your risk management strategy, this conversation is packed with valuable information.
Check it out and let me know your thoughts!
https://hubs.la/Q02KZtY80
