Financial Services

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


To the right are a few of the transactions we initiated and acted 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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