San Francisco, CA
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 CFAW 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 CFAW, 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 CFAW industry experts and resources.
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.
Choosing an investment banking firm is not easy. For many business leaders it is often a once in a lifetime decision.
Managing Director & Principal