Investment Bankers to the Middle Market
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Washington DC Office

The Washington, DC leadership and deal team are made up by senior level executives and professionals with an unparalleled experience and track record in middle-market investment banking who deploy a proven transaction process, quality resources and an astute network to deliver optimum results.

People: Extensive unparalleled experience as business owners, business buyers, and investment bankers with established track records.
Resources: Top tier research capabilities, up-to-date private market and proprietary data, and the latest valuation/analysis tools to negotiate and execute transactions more efficiently, while creating the optimal value proposition for the client.
Network: Active involvement with regional business associations, investment organizations, attorneys, accountants, and bankers that foster deal success.

Selling, buying or financing a business or project 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. 

Washington DC 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.

jp balestrieri

Gianpiero (JP) Balestrieri

Gianpiero (JP) Balestrieri is the Managing Partner of the Washington DC office of CFA. Mr. Balestrieri brings over 20 years of executive management and... Read More »

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.