Investment Bankers to the Middle Market

Financial Services

The CFA Financial Services Practice Group is comprised of experienced dealmakers with extensive experience completing transactions in the following sectors:

Financial Services

Asset Management
Banks and Thrifts
Financial Technology
Insurance Companies
Mortgage Finance Companies
Specialty Commercial and Consumer Finance Companies

To the right 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.

Stay up to date with news from CFA. Publications include the Middle Market Pulse published monthly and Capital Ideas published quarterly. We protect your privacy

Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC

Corporate Office · 24461 Ridge Route Drive, Suite 200 · Laguna Hills · California 92653 · USA · +1.949.305.6710

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The Middle Market Pulse, an executive brief, provides M&A market insight for c-level management, shareholders and their professional advisors. To receive this free monthly report by email, please complete the following form:




Which CFA publication would you like to receive? Middle Market Pulse \| Monthly Capital Ideas \| Quarterly
Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC
We protect your privacy.

CFA | Corporate Finance Associates

Financial Services