The Charlotte office recently
celebrated its tenth year of providing professional investment
banking services to middle market companies in the region.
During this period, the city of Charlotte has become a national
banking and financial powerhouse, driving much of the growth in
the region. Our Charlotte practice has emerged as one of the
most recognized and respected independent investment banking
groups in the region serving middle market companies and their
owners. The CFA team has the investment banking track record and
exceptional industry experience necessary to advise your
organization.
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.
Charlotte 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.
Jay Carter
Jay Carter established the CFA Charlotte office
(formerly Remington Capital) in 1996. He has over 20
years experience providing corporate finance, mergers
and acquisitions, and financial services to... Read More »
Gary Parker
Gary joined Corporate Finance Associates in 2000. In
addition to his investment banking experience, Gary
's twenty year career includes considerable business
valuation, banking and consulting experience... 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.
Quick Start
Want to
sell all or part of your company? Ask
us how we provide access to competing
national and international buyers.
Looking for
hard 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.
