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CFA Merger, Acquisition and Financing Transactions

Below are a few of the transactions we initiated and acted as a financial adviser. This is not a comprehensive list because it is common for sellers and/or buyers to request confidentiality regarding their transactions, and CFA honors such requests as a matter of policy.

Finance Transactions Overview
Select Finance transactions successfully completed by CFA professionals
Received Capital Company Description Source of Capital

Morris Leasing Co.

Manufacturing company

Not Disclosed
New England Barbeque Ventures, LLC
 
Regional Restaurant Franchise Developer Camden National Bank, a Private Mezzanine Investor and a Group of Private Equity Investors
Hub2000 Inc. Enterprise software for simplifying complex legacy systems A Group of Private Investors
Mustang Gas Compression Ltd. Long term equipment financing for gas compression equipment Caterpillar Financial Services Corp.
Pharma Fab, Inc Contract pharmaceutical manufacturer Capital Southwest Corporation
Klerk's Plastic Products Manufacturing Inc. Manufacturer of plastic products First Capital
Oceanwood Enterprises Oceanfront real estate development Private Investing Group - Machias Savings Bank
Kodiak Technologies, Inc Bridge financing for a manufacturer of shipping containers Bridge Capital Corporation



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