Our Team
Partner, Managing Director
Joel Sikes
Joel joined CRI Capital Advisors more than a decade ago after serving more than 10 years at the CFO level for privately-held companies in healthcare and industrial manufacturing. In addition to his managing director role, and he serves as the financial principal. His expertise in the areas of finance and management accounting are invaluable as he directs our team through underwriting and the entire transition process. Providing oversight in all areas and working as our final negotiator, Joel helps our clients acquire the best possible deal.
Education and Credentials
- Bachelor of Science in Finance
- Investment Banking Representative (Series 79)
- General Securities Principal (Series 24)
- Financial and Operations Principal (Series 28)
Partner
Brandon Maddox
Brandon’s background as a former software engineer enables him to bring a different perspective to the investment banking process. A uniquely analytical, orderly, and detailed approach to the execution of a transaction means that our clients are in good hands as the chess pieces are moved about the board. And, if you’re looking for drama, you will have to supply your own. Brandon’s steady hand and even temperament undergird the entire process as he navigates every aspect of the process from the time we meet a client until closing.
Education and Credentials
- Bachelor of Science in Business Administration
- Bachelor of Science in Software Engineering
- Investment Banking Representative (Series 79)
Email:brandon@criadv.com
Partner
Paul Evans
Paul co-founded Genesis Business Groups which merged into Carr, Riggs, and Ingram in 2010. He combines more than thirty years of tried and true business ownership, insightful business and life coaching, a passion for maximizing every moment, and wrapping that in a deep understanding of the psychology of entering, growing, and successfully exiting a company. From the very first conversation with a potential client of the firm, this is what Paul delivers. He engages our clients on the front end of the process to help discern the best next steps. Whether it’s retirement, travel, philanthropy, creating generational wealth, preserving your legacy, or simply a desire for a new chapter in life, Paul helps our clients chart that course. Then, he keeps that vision in front of our team throughout the transition process. Paul is an accomplished international speaker, is the author of nine books, and has shared events with leading experts such as John C. Maxwell and the late Zig Ziglar.
Education and Credentials
- Bachelors of Science in Business Management
- Certified Value Builder
- Owner or partner in seven businesses over a period of 30 years.
Email:paul@criadv.com
M&A Associate
Charles Graeub
Clients of the firm are the primary beneficiaries of Charles’ extensive experience in investment banking and credit underwriting on large M&A and limited partnership deals. Charles focuses squarely on the accounting and diligence functions that are essential to delivering a successful outcome for our clients. His breadth of experience and attention to detail enable our team to identify and address the seemingly small things that can make a big difference.
Education and Credentials
- Master of Business Administration
- Master of Accountancy
- Bachelor of Science in Business Management
- Bachelor of Science in Accounting
Chief Financial Officer
Brian Rauch
With more than two decades of experience as a certified public accountant, Brian provides financial and accounting leadership essential to the successful operations of the firm and serves as the financial and operations principal of CRI Capital Advisors. This means that in addition to the normal accounting and financial oversight he provides, Brian is responsible for all our SEC, FINRA, and SIPC financial filing requirements. Brian’s professionalism and diligence are key to the efficient day-to-day operation and ongoing compliance efforts of the firm. The man behind the scenes, Brian makes sure all financial management aspects are accomplished.
Chief Compliance Officer
Kimberly Miller
Kimberly Miller has over 23 years of experience as a compliance professional, on both the brokerage and advisory side of the business and serves as the firm’s Chief Compliance Officer and AML Compliance Officer. In her role, Kimberly is responsible for overseeing compliance within the organization and ensuring compliance with state securities laws, regulatory requirements, and firm policies and procedures. Prior to joining the firm, Kimberly most recently served as a Compliance Director for brokerage practices with Blue River Partners, LLC and was the AVP of Regulatory Compliance with Kestra Financial.
Education and Credentials
- Investment Banking Representative (Series 79)
- General Securities Principal (S24)
- Compliance Official (S14)
- FINRA Certified Regulatory Compliance Professional (CRCP)
Founder and Managing Partner
Bill Carr
With more than 40 years of business and public accounting experience, Bill provides a wealth of knowledge, insight, and expertise as CRI Capital Advisors strives to exceed its clients’ expectations. Under his leadership, CRI has become one of the fastest growing CPA firms in the nation and now ranks as a top 25 CPA firm in the United States. As an owner of numerous businesses—including manufacturing, agriculture, construction and real estate enterprises, Bill possesses levels of wisdom and business acumen created only be decades of hands-on experience.
Education and Credentials
- Certified Public Accountant (CPA)
- University of Alabama, Bachelor’s
- General Securities Representative (Series 7)
- General Securities Principal (Series 24)
Managing Partner
Hilton Galloway
Hilton’s 30 years of experience in the field of public accounting delivering services to large and small companies, governmental entities, and not-for-profit organizations means he’s just about seen it all. From complex tax situations to extensive audits of large organizations, Hilton’s breadth of experience is a valuable asset to the firm and its clients.
Education and Credentials
- Certified Public Accountant (CPA)
- University of West Florida, Bachelor’s
- General Securities Representative (Series 7)
- General Securities Principal (Series 24)