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» New York Metro Team
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New York Metro Region Office

The New York Metro Region is the financial capital of the world and home to nearly one quarter of all American business. The diversity of industries here is unique-ranging from traditional manufacturing and agriculture to the very cutting edge of emerging technologies and enterprises. Service companies, transportation, distribution and intellectual property-driven businesses abound.

Likewise, our team of transaction professionals has accumulated broad, deep experience across a wide spectrum of industry types, business requirements and financial sophistication. We know the language of deals because we've been there; but we speak the language of entrepreneurs-because we are entrepreneurs, like you. Unlike all other national transaction advisors, we have chosen to remain independent of any investment or lending affiliations, so you know that our guidance is unbiased. We represent only one point of view-yours.

Your company is unique; your needs are personal; and your advisors should be focused on crafting outcomes that fit your requirements. Recently, a new client said that he selected us because, unlike others he interviewed for the task, CFA is ".not a solution looking for a problem."  We couldn't say it any better than that.

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, whose skills and experience will help you negotiate the difficult road ahead, and provide expert valuation, analysis, and negotiating skills, as well as preferred access to a national and international network of CFA industry experts and resources.

New York Metro Region 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.

Gary Roelke

Gary brings to each entrepreneurial client his 35 years of unparalleled experience in creating, negotiating, and closing strategic transactions in mid market corporate finance, both in the US and... 
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John Outcalt

John's 30-year career includes extensive international experience as an entrepreneur, attorney, corporate development officer and investment banker...
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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.
Maximize  Value
Want to sell all or part of your company? Ask us how we provide access to competing national and international buyers.

Looking for straight truths and unbiased information? Tap into our expert teams.

Need to move quickly? We offer a quick start program that protects your confidentiality while taking immediate steps to implement your growth, exit or financing strategy.

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Call Now 888-45-CFA NY  
 
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