Investment Bankers to the Middle Market
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Los Angeles Office

Our Southern California practice has an exceptional track record in assisting business owners when selling a business. The team brings the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both in the US and internationally.  In our collective 50 years of M&A and Corporate Finance experience, we have completed many transactions in these sectors as well as in Consumer Goods, Healthcare, and a broad array of manufacturing sectors and are all industries we have served with distinction. Across this multi-dimensional landscape, we take pride in being experts in the business of advising business owners and large corporations on the execution of strategies which depend on acquiring, capitalizing and divesting middle market businesses.

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.

It can be a complex process when you undertake the task of selling your business. Planning your business exit strategy requires thorough preparation, knowledge of the valuation of the business, and intimate knowledge of markets and financial resources. We will advise you as you proceed through the selling process, working with your other trusted professional advisers. With CFA, you’ll work locally with a senior principal, who can provide expert valuation, analysis, and negotiating skills, as well as access to a national and international network of CFA industry experts and resources.

Los Angeles 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.

Peter HeydenrychPeter Heydenrych

Peter has more than 30 years experience in corporate finance and investment banking...

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  David DuWaldtDavid DuWaldt

David brings with him more than 25 years of experience in corporate finance and M&A advisory services......

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Brian P. BalloBrian P. Ballo

Brian is skilled in providing later-stage private companies and small cap public companies...

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  Mike HeydenrychMike Heydenrych

Mike brings over 12 years of experience in Finance and Business Development...

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Jim EatonJim Eaton

As an Advisor for CFA, Jim has deep expertise in the aerospace sector having led a management buy-out ...

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  Christ ZomayaChrist Zomaya

Chris is a highly qualified CEO with more than 25 years as a leader in the computer technology industry ...

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Daniel SirventDaniel Sirvent

Daniel has years of experience in corporate finance, mergers & acquisitions, asset divestitures...

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  Helena HeydenrychHelena Heydenrych

As Director of Client Services, Helena manages the market research and client project search...

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Susan BairdSusan Baird

Susan Baird’s critical thinking, strategic analysis and written communication skills support her...

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