Our leadership team has created an entrepreneurial environment within the organization, where, through perseverance and hard work, we do whatever it takes, within our values, to provide clients with the best solutions and execution in the marketplace.
CFA's leaders, the firm's principals, are dedicated to significantly growing value in the company and developing the capabilities and well-being of our associates while at the same time ensuring our long-term prosperity and maintaining our culture and values.
To maintain our service level to our clients, strategic service delivery decisions are made at the point of client contact.
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, Jim Zipursky
Jim Zipursky joined Corporate Finance Associates in 1990 and has become an integral part of CFA's thought leadership team. Jim serves as Chairman of CFA's Membership Committee and is CFA's representative to the International Business Law Consortium and International Corporate Finance Group. He was elected Vice Chairman in 2016. He has been representing the acquisition and divestiture needs of mid-market companies for more than 25 years. Jim holds FINRA Series 63 and 79 securities licenses.
Terry Fick has over 25 years of experience providing advisory services to owners of privately held business...
Roy Graham is a senior CFA investment banker with over 30 years in corporate finance accounting and....
David has over 30 years in corporate finance, mergers and acquisitions, investments...
|Robert St. Germain
Bob St. Germain brings over 35 years of leadership experience from service in the military, from...