Financial
Services
Experienced
Dealmakers
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
Selected
Transactions
These are a few of the transactions we initiated and acted in 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.
has raised equity from
has been acquired by
has been acquired by
Homestead on Hobbs Farm has been financed by
has received $65 million in financing from
has been acquired by
has been acquired by
has been acquired by
has been acquired by
has acquired
has been financed by
has received capital for acquisitions and growth from
Exclusive financial advisor to the founders and shareholders of Grupo CP, the largest independent insurance broker in Mexico, in connection with the acquisition of the micro insurance business of Banco Compartamos / renamed as Aterna
raises private equity capital from
Financial Services Industry Report
Summer 2023
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Practice Group Reports
Whether you want to sell, merge, acquire or finance, let CFA's industry knowledge, international resources and proven dealmaking skills work for you. We research, identify, qualify, advocate, negotiate and help steer you through the mine fields of due diligence to maximize your value and secure your objective.