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
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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.

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has been acquired by

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has been acquired by

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Homestead on Hobbs Farm has been financed by

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has received $65 million in financing from

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has been acquired by

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has been acquired by

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has been acquired by

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has been acquired by

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has acquired

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has been financed by

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has received capital for acquisitions and growth from

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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

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raises private equity capital from

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Financial Services Industry Report
Summer 2022