Investment Bankers to the Middle Market

A Philosophy That Puts Clients First

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

Allegiance to Clients

Independence is the cornerstone of our belief system. With so much consolidation taking place in the financial services industry it is rare to find a large firm that demonstrates its belief in independent advice.  We are an unbiased and fully independent firm with no lending or investment affiliates. This is just one way in which we exclusively serve your interests.

Fresh Solutions

In today's market it is not enough to follow precedents; one must build on the firm's foundation and produce creative solutions through imaginative and original work. We believe that the only way to achieve superior results is to have a method of interpreting information in a way that is different from others in our industry.

Make it Happen

Beyond taking initiative, the CFA team embodies a competitive spirit.  It is manifested in our drive to find new opportunities to get the job done. We believe that persistence and tenacity are positive values. They guide us in our work for you.

Sorting Through Noise

Today's overload of data has created an unprecedented level of "noise" to sort through. To insure both effectiveness and leverage, we believe that we serve you best when we work across external and internal boundaries and use our collective knowledge to manage the outcome of complex transactions in your favor.