Investment Bankers to the Middle Market
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San Diego Office

Our San Diego practice has an exceptional M&A Advisory track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Technology, health, transport, financial services, distribution and a broad array of manufacturing sectors are all industries we have served with distinction. Across this multi-dimensional landscape, we take pride in being experts in the business of advising business owners and large corporations on the execution of strategies which depend on acquiring, capitalizing and divesting middle market businesses.

Selling your 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.

As an Investment Banking firm we offer sellside advisory services which includehelping you plan your business exit strategy. 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.

San Diego 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 HeydenrychPeter Heydenrych

Peter Heydenrych has more than 30 years experience in corporate finance, investment banking...

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  David DuWaldtDavid DuWaldt

David DuWaldt brings with him more than 25 years of experience in corporate finance and M&A advisory services...

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Jay CarterJay Carter

Jay Carter has represented privately held businesses and owners in all phases of their business...

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  John KlearmanJohn Klearman

John Klearman draws upon twenty-five years of experience in a variety of industries...

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Ryan RothschildRyan Rothschild

Ryan Rothschild has had a diverse career spanning over 20 years in corporate finance and...

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  Mike HeydenrychMike Heydenrych

Mike brings over 12 years of experience in Finance and Business Development...

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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.