Northern Michigan Office

The CFA Northern Michigan office is located in Traverse City, Michigan, which is situated in the northwestern corner of Michigan along Lake Michigan. Besides being a four season recreation and vacation spot, Northern Michigan has become the home of many small to mid-size companies in the high-tech, business services, transportation and logistics, light manufacturing, recreation, insurance and energy industries.

The Traverse City CFA team has over 50 years of combined business experience in the Northern Michigan area advising companies in multiple industries in matters of finance, business valuation and investment banking.

Northern Michigan is a great place to live, work and retire. Many prospective business buyers recognize the attributes of the area and seek to relocate here. The CFA Northern Michigan office maintains an active record of interested buyers, which is very beneficial to us in the marketing of businesses for sale.

Selling, buying or financing a business is a complex process that requires thorough preparation, skillful negotiation and an intimate knowledge of markets and financial resources. CFA Northern Michigan is proud to assist businesses in the northern and western half of Michigan's lower peninsula with critical mergers and acquisitions - taking the complication out of buying or selling a business. CFA's clients are located along the US-131 corridor from Mackinaw City to Grand Rapids.

Our area is blessed to have many excellent sources of "senior" commercial bank debt financing. Unfortunately higher risk debt financing and private equity investment are more difficult to find in Northern Michigan. With CFA you will work with a local senior principal, who can provide expert valuation, analysis and negotiating skills, as well as bring the resources and industry experts of CFA Worldwide to locate the debt or equity investment that meets your needs.

Our commitment to remaining independent of 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.

Michigan 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.

Deanna Cannon Deanna Cannon is the director of CFA of Northern Michigan with over 20 years of experience in corporate finance, public accounting and corporate management. Her advisory services blend ... 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.

Call us today.