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Houston Office

For more than five years, CFA's Houston office has successfully completed four out of every five assignments on terms that exceeded client expectations. More than any middle-market firm in Houston, we have the people, resources, and network to get the job done.
People: More than 75 years of experience as business owners, business buyers, and investment bankers. As we say in Texas, "This ain't our first rodeo."
Resources: Top tier research capabilities, up-to-date private market data, and the latest valuation/analysis tools to negotiate and execute transactions better and faster.
Network: Active involvement with the community groups, investment organizations, attorneys, accountants, and bankers that contribute to getting deals done in Houston.

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. 

Houston 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.

larry rogers Lawrence J. Rogers

Larry Rogers is the Managing Partner of the Houston office with more than thirty years of dealmaking experience as a business owner, corporate buyer, and investment banker. He has completed... 
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George A. Walden II

George Walden is a Managing Director in CFA's Houston office with over fifteen years experience as a middle-market investment banker. He has successfully completed more than thirty...
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Craig Miller

Craig Miller is a Senior Vice President in CFA’s Houston Office. With more than ten years experience in financial management, financial advising, and business ownership ...
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Matt Register

Matt Register is a Vice President in the Houston office with more than 10 years experience in operations and strategic planning, he draws on ...
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j-rogers Jimmy M. Rogers

Jimmy Rogers is the Research Manager for CFA's Houston office, responsible for business research and data management for client projects. She has 15 years of business experience as...
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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.
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.

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Call Now 713.465.4055
 

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CFA Houston will say what they do and do what they say


- President
2005-2006
CFA Client
 

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