Corporate Finance Associates Overview

  • Service
  • Investment Bank
  • Founded
  • 1956
Founded
  • Employees
  • 50
Employees
  • Serviced Companies
  • 173
  • Serviced Deals
  • 171
  • Serviced Investors
  • 47

Corporate Finance Associates General Information

Description

Founded in 1956, Corporate Finance Associates is an investment banking firm based in Laguna Hills, California. CFA's practice areas include buy-side and sell-side advisory, financial advisory, exit planning, and business valuation. The firm provides transactional advisory in the areas of mergers and acquisitions, restructurings, and equity and debt financing. CFA caters to the aviation, real estate, retail, energy, financial services, food and beverage, healthcare, and hospitality sectors.

Contact Information

Website
www.cfaw.com
Year Founded
1956
Service Provider Type
Investment Bank
Primary Office
  • 23461 South Pointe
  • Suite 180
  • Laguna Hills, CA 92653
  • United States
+1 (949) 000-0000

Corporate Finance Associates Services to Companies

Service on a Deal (171)

Company Name Service Provided Deal Date Deal Type Deal Amount
Wehner Multifamily Advisor: General Aug 2019 00000 0000000
000000 Advisor: General Jul 2019 00000 0000000
00000000 0000 & 00 Advisor: General Jun 2019 00000 0000000
000 00000 000 Advisor: General Sep 2018 00000 0000000
00000000000 Advisor: General Sep 2018 00000 0000000
000 0000000 00000 Advisor: General Aug 2018 00000 0000000
000000000 000 0000 Advisor: General Jul 2018 00000 0000000
00000000 000000000 Advisor: General Jul 2018 00000 0000000
HSD Metrics Advisor: General May 2018 00000 0000000
Shannon Staffing Advisor: General Apr 2018 00000 0000000
You’re viewing 10 of 171 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Corporate Finance Associates Services to Investors

Service on a Deal — Buy Side (54)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Czech Cerva Group International Advisor: General Dec 2018 00000 0000000
0000 00000000 (00) Advisor: General Dec 2018 00000 0000000
0000000 0000000000 Advisor: General Nov 2017 00000 0000000
0000000 000000 000 Advisor: General Oct 2016 00000 0000000
000000 00 Advisor: General Apr 2016 00000 0000000
000000 Advisor: General Apr 2016 00000 0000000
0000000 0000 00000 Advisor: General Dec 2015 00000 0000000
0000000 0000000 Advisor: General Oct 2015 00000 0000000
GL Huyett Advisor: General Oct 2015 00000 0000000
Virtua UK Advisor: General Sep 2015 00000 0000000
You’re viewing 10 of 54 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
South Coast Sales Advisor: General Feb 2021 00000 0000000
0.0. 000000 Advisor: General Apr 2012 00000 0000000
000 0000 Advisor: General Jun 2011 00000 0000000
00000 00000 Advisor: General Oct 2010 00000 0000000
Lenoir System Advisor: General Jan 2010 00000 0000000
Imperial Chemical Industries Advisor: General Jun 2006 00000 0000000
To view Corporate Finance Associates’s complete services on a deal — sell side history, request access »

Corporate Finance Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Corporate Finance Associates‘s full profile, request access.

Request a free trial

Corporate Finance Associates Team (128)

Name Title Deals Office Contact
Info
Jim Zipursky Managing Director, Chief Executive Officer & Chairman 0 Omaha, NE
Peter Heydenrych Chairman & Chief Executive Officer 0 Laguna Hills, CA
Brad Purifoy Managing Director & Principal 0 Dallas, TX
George Walden II Managing Director & Principal Houston, TX
Gerald Lindsay Managing Director & Principal 0 Laguna Hills, CA
You’re viewing 5 of 128 team members. Get the full list »

Corporate Finance Associates Board Members (4)

Name Representing Role Since
Brad Lindsay Corporate Finance Associates Managing Director & Board Member 000 0000
Peter Heydenrych Corporate Finance Associates Chairman & Chief Executive Officer 000 0000
Terry Fick Corporate Finance Associates Founder, Managing Director & Board Member 000 0000
You’re viewing 3 of 4 board members. Get the full list »