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The CFA Advantage

We have a Global Footprint

With offices in United States, Canada and India and partner offices in Brazil, China and throughout Europe, CFA's footprint broadens our client's market opportunity. CFA has spent over 50 years establishing its name and reputation across the globe to position itself to offer the best representation for companies seeking to maximize their M&A objectives. CFA's team can help you achieve the success you desire.

We are Independent

You've worked hard to build your company and want to obtain the best price possible when you decide it’s time for selling your business or maybe you are still building your company and want the most attractive capital available. We believe you should have the ability to obtain the best pricing and terms possible. Some investment banking firms conduct investment and/or lending activities directly or through affiliates: CFA does not. CFA is unbiased in its advice to its clients. We are not tied to any particular financial institution or investment arm, so we are able to evaluate and advise on all options with a sole allegiance to your company. We will strive to provide you with the optimal solution to your financial goal.

We are Respected in the Buyer Community

With the increasing prevalence of auctions in the marketplace, buyers value CFA's demonstrated ability to work on their behalf to identify acquisition targets that have not entered the market. Our buy-side representation enables us to frequently identify and close transactions under terms that can significantly augment a buyer's investment rate of return. Whether you are a first time business buyer, or a seasoned acquirer, you owe it to yourself to see how CFA can be your best answer to the complexities of business acquisition transactions.

We have Extensive Industry Experience

CFA principals bring with them a wealth of financial experience from decades in senior roles at blue chip companies as well as leading professional and technology firms. By the time associates join CFA, they have enjoyed considerable personal success in the business world. Importantly, in this day of specialization, our Industry Practice Groups support all transactions with their industry expertise

Principals are Active in all Phases of the Assignment

An investment banker needs experience in valuation, accounting, negotiation and patience. In short, a good investment banker has been around the business block before entering the profession. CFA has aggressively built its investment banking business for the past 50 years by attracting only accomplished business professionals with outstanding track records.

With CFA, the client works with a CFA principal from start to successful conclusion, which ensures that they do not have a succession of people who handle their account. That means you get the best representation and the most experienced principals throughout your entire process.

We have a Distinguished Track Record for Success

CFA's track record shows we are committed to our job. We have been helping companies buy, sell, and obtain financing for their businesses for 50 years, and have thousands of satisfied clients. We are committed to offering our clients the highest possible levels of service. The organization was built on guiding middle-market companies through an  array of transaction hurdles and opportunities. Our talented pool of experienced investment bankers, all of whom are dedicated to your company's success, promote innovative solutions, identify new opportunities, and devise specific plans to get you where you want to be.