The San Antonio/Austin office manages the activities of CFA's Central, South and West Texas markets. Our local senior principals have a cumulative 75+ years of business and investment
banking success, deep Texas roots and the resources of our international organization. Whether we are representing owners of a privately held business or a publicly traded company,
we focus on enterprises with revenues greater than $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.
San Antonio / Austin Regional Team
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.
Roy Graham
Roy Graham is a senior CFA investment banker with over
30 years of experience in corporate finance, accounting
and management. His advisory services blend extensive
operational experience with ... Read More »
Herbert "Bud" Boles
Bud is the Managing Director of CFA's Midland
office. He is an engineer and attorney by profession
with a lifetime of experience in the energy field.
He has held senior executive positions with major
independent... 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. Call us today.
Quick Start
Business ownerswanting to sell their company, extract wealth through a recapitalization or raise growth capital will find CFA an experienced and
dedicated advocate and advisor who will navigate the complicated process to maximize our clients’ results.
Corporate buyers and Private Equity Groupsfind that CFA's international reach combined with local contacts in most major markets, make us the natural choice for successful acquisition searches.”
Professionals, such as accountants, attorneys and financial advisors have leaned on CFA for years to represent their clients'
interests when investment banking services are appropriate to reach those clients’ financial objectives.
