Page 91 - TACC 2023 Program

Investment Bankers to the Middle Market Since 1956

Corporate Finance Associates is an independent international investment banking firm serving middle-market businesses. For
over 60 years CFA has been successfully leading corporate transactions for merger, acquisition or recapitalization. Combining
the knowledge and leverage of a larger bank with the customer focus detail of a boutique firm, from inception to completion,
our senior principals provide hands-on expertise to clients buying, selling or recapitalizing a business.

Sell-Side Advisory Capital Markets Buy-Side Advisory
Whether as a divestiture strategy or a recapitali- Our commitment to remaining independent Growth through acquisition is a complex pro-
zation strategy selling all or part of a business from any investment or lending affiliates en- cess. It involves strategy, planning, critical anal-
requires equal parts creative thinking, critical sures that we deliver unbiased guidance. It also ysis, coordination and negotiation. When you
analysis, expert advice, sound planning and promotes maximum competition among lending want to take advantage of the fast growth
flawless execution. Having the right team of sources, helping to fully leverage value for our offered by a consolidation or roll-up, CFA’s
investment banking professionals working for clients. Our role is to help you raise the type of broad reach, sources of financing and efficient
you is critical to ensure success. capital that best fits your needs. closings can help you achieve your business
growth goals.

Leading Corporate Transactions
Ultimately, every privately held business will be transferred. The ownership will change by selling, transferring to a relative, merging with
another company, liquidation, bankruptcy, going public, or donating to charity. Each of these transfers has different tax, family and
lifestyle consequences for the owners. CFA brings the expertise of 4,000 successful transactions to lead M&A programs in any situation.

Industries
Global Presence
Aviation/Aerospace/Defense Healthcare
Business Services Hospitality/Leisure

Commercial Real Estate Industrials
Consumer/Retail Metal Fabrication
Energy Plastics/Rubber
Engineering/Construction Print/Packaging
Equipment Technology/Media/Telecom
Financial Services Transport/Logistics/Supply Chain

Food/Beverage Wholesale Distribution

CFA’s DFW Team

Dan Vermeire Terry Fick Brad Purifoy Kim Levin
Managing Director/Principal Managing Director/Principal Managing Director/Principal Director of Operations
[email protected] [email protected] [email protected] [email protected]
214-540-8112 214-540-8109 214-746-5094 949-305-6710

Dallas Office | One Galleria Tower 13355 Noel Road Suite 1100 | Dallas TX 75240 | www.cfaw.com