Linthicum, Maryland: First Annapolis Consulting, Inc. is pleased to announce that Jeffrey Poorman has joined its M&A Advisory practice. Jeff brings over 20 years of experience leading strategic acquisition, divestiture, and partnership deals for large financial institutions.
Jeff spent most of his career in Citigroup’s Global Investment Bank and the predecessor organizations: Salomon Brothers and Smith Barney. As Managing Director of the Financial Institutions Group, he led many successful deals in the payments space, including credit card transactions valued at over $7 billion. Jeff also held executive positions at Citigroup Credit Card Services where he was responsible for the formation of card partnership programs, portfolio acquisitions, and evaluating an expansive range of financial products for domestic and international markets.
Jeff graduated with his Bachelor's Degree from Dartmouth College and earned his MBA at Columbia Business School.
"Jeff brings proven M&A expertise to the benefit of our clients" said Bob Lime, Partner. "He has advised organizations on payments-related transactions through various economic cycles and has a long track record of execution. We are very excited to have Jeff join the M&A team at First Annapolis, which has been supporting the M&A needs of our clients for nearly 20 years."
First Annapolis is a management consulting and M&A advisory firm focusing on the financial services industry, particularly in payment-related products, services, and delivery. Our clients include U.S. and international financial institutions, payment networks, service providers, retailers, affinity groups, manufacturers, trade associations, and government agencies. We offer a full range of services including strategy development, program management, portfolio/risk management, commercial risk management and compliance, and marketing support/execution in areas such as product design, rewards/loyalty program development, and customer segmentation. First Annapolis also offers a suite of specialized M&A advisory services that complements our consulting practice.
