Our Dallas regional office
manages the activities of CFA's North and West Texas and San
Antonio/Austin markets. This CFA team has a cumulative 65+ years
of investment banking success behind our services, plus the
support of our national organization. Whether we are
representing a privately held business owner, or completing an
acquisition search for a corporate buyer, we focus on companies
with revenues over $10 million.
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.
Dallas 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.
Terry D. Fick
Terry Fick has worked on M&A transactions since 1984. He
started his career on the acquisition team for ITEL, a
NYSE firm. After that, he spent four years with an
M&A firm based in California... Read More »
Brad Purifoy
Brad has an extensive background and successful
track record in planning and negotiating business
transfers, restructurings and financings. Prior to
joining CFA, his experience included forming a... 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
Business ownerswanting to explore
the sale of their company, take some of
their chips off the table, or raise growth
capital will find CFA is the best avenue
to maximizing which ever opportunity best
suits their needs.
Professionals,
such as Accountants, Attorneys and
Financial Advisors have leaned on CFA
for years to represent their clients'
interests when Investment Banking
services are appropriate to reach that
clients financial objectives.
