Investment Bankers to the Middle Market
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 Portland, Maine Office

CFA Portland serves the diverse region of central and northern New England from Maine's largest and most vibrant city. We have the distinct pleasure of working with privately held business owners who are motivated to create enterprise value for themselves and their organizations. We guide our clients through recapitalizations, divestitures, and acquisitions. We have unparalleled experience and knowledge in structuring middle market corporate financings and commercial real estate financing transactions.

Our professional team members encompass both institutional and entrepreneurial backgrounds, allowing us to approach our client's business issues collectively with a focus on providing solutions. Our success is built upon our attention to detail and our ability to execute in the best interests of our clients. The CFA team has the investment banking track record and exceptional industry experience necessary to advise your organization across a wide spectrum of industries.

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.

Portland 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.

peter moore

Peter Moore


Peter Moore's career spans over 30 years of business experience including 18 years as a......Read More
peter ventre

Peter Ventre


Peter is a senior finance professional with 33 years of expertise in corporate  ...Read More
craig allsopp

Craig Allsopp


Craig's practice is focused on helping middle market business owners raise growth...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.