Investment Bankers to the Middle Market
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Seattle Office

CFA Seattle provides middle market investment banking and mergers and acquisition advisory services to the Pacific Northwest. We have helped hundreds of clients achieve their financial goals which may include growth of an existing enterprise or paving the path to life after business.

The Seattle team has been actively involved in the ownership and leadership of privately held companies, giving us a unique insight into the issues and complexities surrounding the private capital markets. CFA Seattle is focused on manufacturing, distribution, service and tech industries with an emphasis on industry-leading niche, specialty and value-added operations. Our typical client has an enterprise value of at least $10 million.

From capital raises, majority sales, partial liquidity events, and family transitions, CFA Seattle is uniquely experienced to guide and assist. We realize the typical private company owner has a substantial portion of their net worth tied up in their business and we do our best to help them realize value through partial liquidity or a complete sale of their business.

The decision to sell all or part of your company can never be taken lightly as the process can be time consuming and complex. CFA Seattle delivers best-in-class services designed to strategically plan and confidentially manage the sale always ensuring your best interests are pursued.

Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. We represent only one side, your side.

Please give us a call or send us an email to learn more about how we can help you through the exit planning and transition process.