Executive Profile

Brian P. Ballo
Executive Director

T/  949.305.6710
F/  949.315.3100
C/  949.735.6500
E/  bballo @cfaw.com

Brian Ballo, Executive Director, focuses on forging national and international strategic alliances that generate new M&A sell-side, buy-side, and financing transactions for CFA. He is based at CFA's headquarters in Laguna Hills, California.

Brian's diversified professional background includes 10 years as a corporate finance investment banker (Marino Capital Partners; Hunter Wise Financial Group), 15 years as a business attorney (General Counsel roles), and 4 years as a real estate investment banker (U.S. Realty Capital; SCI Investments). His experience is primarily in the high technology, Internet, software, and real estate industries.

As CFA's corporate development ambassador, Brian’s mission is to increase brand awareness of CFA as a leading middle-market investment banking services firm. He is active in leveraging CFA’s size, industry expertise and localized hands-on service model to build cross-referral relationships that increase deal flow. From a global perspective, his mandate includes expanding CFA’s reach into India, Asia and the emerging markets.

Professional Licenses

• California Bar, Member
• FINRA Registered. Rep. (Series 7); Investment Advisor Rep. (Series 66)
• Real Estate Broker, California

Professional Memberships

• Association for Corporate Growth
• Association of Strategic Alliance Professionals
• Certified Commercial Investment Member

Education

• University of San Diego School of Law,
  San Diego, CA, LL.M., tax
• California Western School of Law,
  San Diego, CA, Juris Doctor
• University of Michigan, Ann Arbor, MI,
  Bachelor of General Studies