Corporate Finance Associates

Corporate Finance Associates Overview

Service Investment Bank
Founded 1956
Founded
Employees 50
Employees
Serviced Companies 155
Serviced Deals 151
Serviced Investors 26

Corporate Finance Associates General Information

Description

Founded in 1956, Corporate Finance Associates is an investment banking firm based in Laguna Hills, California. CFA 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
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 (151)

Company Name Service Provided Deal Date Deal Type Deal Amount
Wehner Multifamily Advisor: General Aug 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
00000000 000000000 Advisor: General Aug 2018 00000 0000000
000000000 000 0000 Advisor: General Jul 2018 00000 0000000
000 0000000 Advisor: General May 2018 00000 0000000
Shannon Staffing Advisor: General Apr 2018 00000 0000000
OnlineTechStores.com Advisor: General Feb 2018 00000 0000000
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Corporate Finance Associates Services to Investors

To view Corporate Finance Associates's complete investor service history, request access >>

Service on a Deal — Buy Side (28)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Centuri Construction Group Advisor: General Nov 2017 00000 0000000
0000000 000000 000 Advisor: General Oct 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
00 000000 Advisor: General Oct 2015 00000 0000000
000000000 (0000000 Advisor: General Aug 2015 00000 0000000
0000 0000000 00000 Advisor: General May 2014 00000 0000000
Stuart Acquisition Corp Advisor: General Aug 2013 00000 0000000
Saker Aviation Services Advisor: General Aug 2013 00000 0000000

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
E.F. Walter Advisor: General Apr 2012 00000 0000000

Corporate Finance Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Corporate Finance Associates Team (127)

Name Title Deals Office Contact
Info
James 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
Gerald Lindsay Managing Director & Principal 0 Laguna Hills, CA
Robert St. Germain Managing Director & Principal 0 Columbus, OH

63 Former Team Members

Corporate Finance Associates Board Members (4)

To view Corporate Finance Associates‘s full board member team, request access >>
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

1 Former Board Member