Our
Philosophy

Corporate Finance Associates Worldwide (CFAW) is one of North America's oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 65 plus years of service. Founded in 1956 in Columbia, South Carolina, CFAW has grown to 35 offices in the Americas, Europe and Asia. Today, CFAW has over one hundred professionals to serve you.

An important ingredient in the success of CFAW is our offering personalized service to complete complex transactions. This is evident in our organizational structure: it is purposefully flat. Principals, supported by local teams, and industry practice groups, work directly with clients to provide expert guidance from project inception to completion. There is no "hand-off" to a junior team; you can count on the advice of a CFAW senior professional throughout your engagement.

Having no direct lending sources or investment capital affiliates, CFAW provides unbiased guidance and an extensive range of services for middle-market companies planning to sell a company, buy a company or in need of capital resources. We represent only one side, your side. Imagine the advantage of tapping into the expert skills of a CFAW Principal who knows and understands both sides of a deal.

Selling middle-market sized companies is always a challenge. The owner wishes to keep complete confidentiality while reaching the broadest spectrum of qualified buyers. With a history exceeding six decades, CFAW has refined its processes to protect the confidentiality of the seller yet reach out to a huge "rolodex" of interested buyers in Europe, Asia and the Americas. We tame the inherent complexity that is the nature of mergers, acquisitions and securing capital resources.

In today's complex and evolving financial markets, we remove the burden of exploring specialized transactions. You and your senior management will focus valuable time on growing your company with a CFAW expert on your team. Don't enter a complex financial transaction without the best representation. Contact your local CFAW Principal and start the process now.

When CFA was launched in the 1950s, we were guided by the beliefs of our founder. The core values that guided CFA associates in everyday work and decision-making long ago continue to be practiced today.

Our integrity is exemplified by the steps we take to safeguard your proprietary information and maintain confidentiality with all forms of communication. Our system has been refined for decades toward achieving the difficult combination of maximum exposure with the utmost confidentiality. Our pursuit of excellence is displayed in our over 65 year tenure, thousands of transactions, and in the caliber of each CFA associate.

Our commitment to client needs and expectations is evident in our organizational structure: purposefully flat. Senior principals work with you on a one-to-one basis at the local office level providing advice and guidance from project inception to completion. We are grateful for the trust our clients have extended over the last half century, at the same time we are cognizant that our credibility is an asset that we must earn and protect every day.

With our long history, the philosophy embraced by the CFA organization is evident in how we treat our clients and provide solutions: