Dallas, Texas Office

CFA’s investment banking professionals provide a broad range of services in support of mergers, acquisitions, divestitures, recapitalizations and access to capital markets.  Whether we are representing a privately held business owner, or completing an acquisition search for a corporate buyer, we focus on middle market companies with revenues over $10 million.

Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. We represent only one side, your side. Imagine the advantage of tapping into the negotiating skills of a CFA principal who knows both sides of a deal.

Selling, buying or financing a business is a complex process that requires thorough preparation, skillful negotiation, and intimate knowledge of markets and financial resources. With CFA, you'll work locally with a senior principal, who can provide expert valuation, analysis, and negotiating skills, as well as preferred access to a national and international network of CFA industry experts and resources.

Texas Leadership

Serving as your partner throughout all phases of the transaction process, your CFA principal will guide you through every challenge, advocate on your behalf, and leverage our firm’s wealth of experience and resources to see you through to a successful close.

	Roy Graham Roy Graham is a senior CFA investment banker with over 30 years of experience in corporate finance, accounting and management. His advisory services blend...Read More »
	Lawrence J. Rogers Larry Rogers is a senior CFA investment banker with more than thirty years of dealmaking experience as a business owner, corporate buyer, and investment banker...Read More »

Choosing an investment banking firm is not easy. For many business leaders it is often a once in a lifetime decision.  If you harbor any doubts about the next step, call us. Selecting an experienced and knowledgeable firm that is a strong advocate for your interests will provide the confidence and security inherent in making the right decision.