Dallas  Office

The Dallas office is home to a team of investment banking professionals with over 40 years of collective experience providing a broad range of services including mergers, acquisitions, divestitures, recapitalizations and access to capital markets. Whether we are representing a privately held business owner, or completing an acquisition search for a corporate buyer, we focus on middle market companies with revenues over $10 million.

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.

Texas 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.

Terry Fick

Terry Fick

Terry Fick is a senior CFA investment banker with over 25 years of M&A experience providing advisory services to owners of privately held businesses. His advisory services blend...Read More »
brad purifoy

Brad Purifoy

Brad is an accomplished investment banking professional with over 25 years of experience including full company sales, mergers, partial sales/recapitalizations...Read More »
larry rogers

Dan Vermeire

Dan Vermeire is an investment banker with a track record of success in strategic growth, corporate development, acquisitions and deal structures....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.