Investment Bankers to the Middle Market
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San Francisco Office

From high-tech to low-tech Northern California is birthplace of many great middle-market companies. Our mission is to provide services that give your company an edge in the M & A market place. The CFA team has the investment banking track record and exceptional industry experience necessary to advise your organization.

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.

San Francisco Leadership

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.

jeff johnson

Jeff Johnson

Jeff Jeff is a Principal of Corporate Finance Associates San Francisco, responsible for Northern California.  He has assisted companies to achieve their strategic goals...
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roger szafranski

Roger Szafranski

Roger Szafranski is a serial entrepreneur with over 20 years of experience operating his own private equity firm...
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ken lynch

Ken Lynch

Ken Lynch is a seasoned executive with M&A experience in selling two software companies...
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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