Investment Bankers to the Middle Market
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San Antonio / Austin Office

CFA’s San Antonio/Austin office is home to a team of investment banking professionals with over 100 years of collective experience providing a broad range of advisory services including mergers, acquisitions, divestitures, recapitalizations, and access to capital markets. Whether we are representing a privately held business owner, or completing an acquisition search for a corporate buyer, we focus on middle market companies with enterprise values between $5 million and $100 million.

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 investment banker and principal, who can provide expert valuation, analysis, and negotiating skills, as well as access to CFA’s industry experts and resources. Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance.

Central Texas Regional Team

Serving as your investment banker 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.

Roy GrahamRoy Graham

Roy Graham is a senior CFA investment banker with over 30 years in corporate finance accounting and....

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  Edwardo BerdeguéEduardo Berdegué

Eduardo Berdegué has over 20 years of corporate finance and corporate development experience in US and Latin...

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Herbert BolesHerbert "Bud" Boles

Bud is an engineer and attorney by profession with a lifetime of experience in the energy field...

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  Jim GerbermanJim Gerberman

As Managing Director with CFA’s Central Texas team, Jim is a proven business leader with multiple successes...

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Mike NovakMike Novak

Mike Novak, Advisor, has over 35 years of entrepreneurial experience in starting and developing award winning...

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Choosing an investment banking firm is not easy. For many business owners it is often a once in a lifetime decision. If you harbor any doubts about the next step, call us. Our goal is to help you make an informed decision. Selecting an experienced and knowledgeable investment banking partner that is a strong advocate for your interests will provide the confidence and security inherent in helping you decide what’s right for you. Call us today.