Investment Bankers to the Middle Market
header


Houston Office

For more than five years, CFA's Houston office has successfully completed four out of every five assignments on terms that exceeded client expectations. More than any middle-market firm in Houston, we have the people, resources, and network to get the job done.

People: More than 75 years of experience as business owners, business buyers, and investment bankers. As we say in Texas, "This ain't our first rodeo."
Resources: Top tier research capabilities, up-to-date private market data, and the latest valuation/analysis tools to negotiate and execute transactions better and faster.
Network: Active involvement with the community groups, investment organizations, attorneys, accountants, and bankers that contribute to getting deals done in Houston.

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.

Houston Team

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.

. George Walden II

George Walden is a Principal in CFA's Houston office with over twenty years experience as a middle market investment banker. Raised in a family firm...  Read More »

. Matt Register

Matt has more than 10 years experience in operations and strategic planning and he draws on a depth of experience and brings important insights to bear...  Read More »
. Cynthia Doerr, MD

Cynthia Doerr, MD, is a Healthcare Advisor in the Houston office. With nearly twenty-five years of healthcare experience...  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.