Houston, TX

For more than twenty five years, the Houston office of CFAW has served as a trusted partner for middle-market business owners navigating the complexities of mergers, acquisitions, and capital sourcing. By focusing on an "expert-partner" model, the team delivers tailored results that align with the specific long-term goals of each client.

The Houston Team: "This Ain't Our First Rodeo"

The principals in Houston bring more than 75 years of collective experience as business owners, buyers, and investment bankers. This background provides a rare perspective—the team understands the weight of a "once-in-a-lifetime" transition because they have been in those shoes themselves.

In Houston, clients work directly with a senior principal from the initial consultation through to the final signature. This ensures that every phase of the deal benefits from veteran negotiation skills and deep market wisdom, without hand-offs to junior associates.

Deep Industry Expertise

While the team maintains a broad reach, they offer specialized expertise in the sectors that drive the Gulf Coast and Texas economies:

• Industrial Manufacturing & Metal Fabrication: In-depth knowledge of machine shops, metal stamping, and complex assembly operations.
• Energy & Infrastructure: Navigating the technical demands and cyclical nature of the energy sector.
• Business Services: Strategizing for growth and exit in the professional and technical services space.

Strategic Resources & Network

The office leverages top-tier research capabilities and up-to-date private market data to ensure every transaction is grounded in current reality. By remaining independent from any lending or investment affiliates, the team provides completely unbiased guidance.

The Houston network includes active involvement with the city's leading community groups, attorneys, and accountants—ensuring that the right resources are always at the table to move a deal across the finish line.

A Flexible Approach to Deal-Making

Recognizing that every business has a unique story, the Houston team advocates for creative structures that align the interests of both sellers and buyers:

• Equity & Financing: The seller is open to potentially retaining equity or some owner financing to align beliefs in the company's future success.
• Working Capital: Rather than following rigid formulas, the team invites buyers to define their working capital requirement based on the latest balance sheet, ensuring the financial structure reflects the most current state of the business.

Selling, buying, or financing a business is a significant journey that benefits from thorough preparation and an intimate knowledge of financial resources. At CFAW Houston, you gain the advantage of a local partner with a global reach.