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.

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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 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