With its Corporate Office located in Los Angeles, CFA has over 20 offices in the United States and Canada, three in India and fifteen affiliated offices in Europe, China and Brazil. The Corporate Office oversees strategic planning, systems & infrastructure, business development and continuing education. The Company is owned by the professionals who manage the regional offices and make up the Board of Directors. Clients work directly with the professionals in a local office who are supported by the corporate function and by specialized Industry Practice Groups.
Chairman and CEO, Peter Heydenrych
Peter Heydenrych joined Corporate Finance Associates in 1991 and was part of the management team that completed a buyout of the firm in 1996. He was elected Chairman and CEO in 2003. Peter is a Chartered Accountant and has more than 30 years of experience in corporate finance and investment banking, including international banking and M&A. He serves middle market companies in Southern California, advising on capital raising, exit planning, and mergers and acquisitions. Peter holds FINRA Series 7,79,24,28 and 63 licenses.
Vice Chairman and CFO, Doug Nix
Doug Nix joined Corporate Finance Associates in 1999 and has become an integral part of CFA’s thought leadership team. He was elected Vice Chairman in 2010. Doug is a Chartered Accountant and as a former financial institution CEO he brings solid operations and financing experience to CFA’s executive board. He has over 25 years of experience advising and assisting companies with turnarounds, restructurings, startups, mergers and acquisitions. Doug is one of Canada’s leading M&A advisors.
Director of Operations, Kim Levin
Kim Levin joined Corporate Finance Associates in 2009 as Director of Operations. As a former Account Executive with Shearson Lehman Hutton, Kim brings a strong financial background to her role in CFA’s Corporate Office. Under her direction, the corporate office provides centralized branding, public relations, accounting and support services for the offices across the United States, Canada and India. Kim currently holds FINRA Series 62, 79, 24 and Series 63 securities licenses.
Left to Right: Robert Contaldo, John Hammett, Jim Zipursky, Peter Heydenrych, Doug Nix & Roy Graham