Investment Bankers to the Middle Market
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Lexington Office

Corporate Finance Associates (CFA) is an international mergers and acquisition (M&A) firm that has completed over 3500 transactions since 1956. CFA is one of North America’s most well respected investment banking firms serving middle-market companies with sales between $10MM and $250MM.

At CFA Kentucky our goal is to provide world-class investment banking services to business owners in our dynamic and diverse region.  The Lexington office combines extensive knowledge and experience with innovation and creativity to lead clients through a successful transaction. The keys to CFA’s success are our Financial Advisory Services and Access to Capital Resources, which will answer business owner’s questions such as:

What is the best way to structure my business sale, merger or acquisition?

How do I connect with the right Private Equity firms?

What is the best process for the confidential sale of my business?

Our niche:

  • Located in Lexington, Kentucky:

    We serve all of Kentucky and surrounding areas from our Lexington office.  We offer a full line of investment banking services tailored to middle-market business owners.

  • Our model:

    Our business model is client-driven, focusing personal attention on the individual goals of each business owner while maintaining a casual and confidential approach that simply provides results.  We would love to hear your story.

  • Securities Licensed:

    Our dealmakers are registered representatives of our broker-dealer, Corporate Finance Securities and have a long-standing reputation for operating with the highest standard of integrity.

Industries and Geographic Region Served

CFA Kentucky specializes in serving the state of Kentucky and surrounding region, including Indiana and West Virginia. CFA servies many middle-market industries including, but not limited to:

      • Manufacturing
      • Wholesale/Distribution
      • Services
      • Communications
      • Technology
      • Healthcare
      • Transport/Logistics
      • Construction
      • Mining
      • Retail
      • Energy

Lexington 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.

. Patrick Powell

Pat Powell has added his considerable business experience to the practice of middle market mergers and acquisitions. He joined CFA in 2007 as a partner in the Louisville, Kentucky office. In addition...  Read More

. David W. Hulett

David has considerable experience in investments, strategic planning for business owners and is an experienced entrepreneur.  His advisory skills combine years of investment experience...  Read More
. Robert L. Decker

Bob’s practice is primarily focused on helping middle market business owners in Louisville, Kentucky and Southern Indiana to reach their goals of growth and/or divestiture...  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.