Lexington Office

Our Lexington, Kentucky practice has the breadth of knowledge and  experience needed to serve this dynamic and diverse region. The Lexington office is led by Pat Powell. Pat's front-line experience and CFA's worldwide presence, combine to deliver the highest possible value to business sellers and buyers.

For the business seller CFA is essentially a pipeline to buyers. The four critical areas addressed are the ability to:

• properly analyze the client's business
• find the best buyers - wherever they may be
• maximize the company's financial attractiveness
• advise clients' on achieving the very best terms

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.

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 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 »
	Angie Marshall Angie has considerable experience in strategic planning and development, management advisory services and business startups....  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.