Our Team

As part of his responsibilities in the corporate positions he has held, Roy has conducted research, negotiations and due diligence for many corporate acquisitions, new start-up locations and strategic divestitures. Roy has also bought, operated and sold several small businesses of his own over the years. With this broad and diverse experience, he has gained an understanding of the challenges entrepreneurs face when it comes to selling or buying a business. His objective is to provide the utmost professionalism and competent service by leveraging the vast experience of the CBI TEAM, industry contacts, large buyer database, technology and professional marketing resources in order to effect successful and positive outcomes for our clients.

Roy is a graduate of Northeastern State University in Tahlequah, Oklahoma. He and his wife Tina reside in Broken Arrow, Oklahoma. Tina is a graduate of Oklahoma State University and also has many years of experience in contract management and due diligence for mergers and acquisitions in the oil and gas industry. Roy is a member of the International Business Brokers Association and InfraGuard Partnership for Protection. Tina is a member and a former board member of Youth Services of Tulsa. Together they are members of the Arts and Humanities Council of Tulsa, the German-American Society of Tulsa and attend Saint Anne Church.

Zaine, in addition to his studies at University of Oklahoma, became a Congressional Intern in Washington, D.C. where he also studied at George Washington University under the Native American Political Leadership Program. He also earned his Associate Degree in Civil Engineering at the Community College of the Air Force in Wichita Falls, Texas and is a military Trained Mediator.

Zaine has successfully been able to leverage his education, work experience, and military training and apply them to the process and procedures used successfully by the CBI TEAM for the best possible outcomes for our clients.

Patrick grew up working in his family’s business in Pennsylvania. He played minor league baseball for the Philadelphia Phillies until an injury forced him off the field and into the classroom at Saint Joseph’s University in Philadelphia. Once he completed his education, he went to work and ultimately became National Vice President of Sales for a major Fortune 500 company. Through the years Patrick has owned several businesses including franchise startups as well as small main street businesses. His latest venture was a coffee shop in downtown Tulsa that he and his wife opened and successfully operated until they sold it to its current owners. Patrick resides in Tulsa, Oklahoma with his wife.

Jeff became interested in business sales when several of his long time business clients expressed a desire to exit their businesses and retire. Like most business owners, they were busy working in their businesses and rarely had the time to explore their options. Jeff took it upon himself to learn more about exit strategies and continued his research until he came upon the CBI TEAM.

At that point, he thought “Once I saw the process, the confidentiality, and the tools used by CBI, I knew that I had to become a part of the team.”

Jeff grew up in Enid, Oklahoma and attended college at Southwestern Oklahoma State University at Weatherford, Oklahoma. He spent 4 years in the military and graduated from Infantry Drill Sergeant School at Fort Benning, Georgia. He has a passion for music and performs regularly with his band Regal Country. He currently resides at Keystone Lake.

Kelly joined the CBI TEAM in 2016 after experiencing the challenges and rewards of ownership and management of several family-owned businesses over a fifteen year period. During this time in his life, he and his family also helped found and develop a children’s home in Mexico. Before then, he worked for ten years for Electronic Data Systems as an Information Analyst.

He and his wife have five children and six grandchildren. He enjoys camping, hiking and traveling.