Feldman Financial Advisors Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1996

Year Founded

  • Serviced Companies
  • 15

  • Serviced Deals
  • 15

  • Serviced Investors
  • 8

Feldman Financial Advisors General Information


Feldman Financial Advisors is a financial advisory firm established in 1996 and headquartered in McLean, Virginia. The firm specializes in advising commercial banks, thrift institutions, credit unions, insurance companies, mortgage companies, and offers services related to mergers and acquisition, assist clients with due diligence, and prepares financial and fairness opinions.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Corporate Office
  • 8804 Mirador Place
  • McLean, VA 22102
  • United States
+1 (202) 000-0000

Feldman Financial Advisors Services to Companies

Service on a Deal (15)

Company Name Service Provided Deal Date Deal Type Deal Amount
Cache Bank & Trust Advisor: General Jan 2020 00000 0000000
Regal Bank & Trust Advisor: General Dec 2015 00000 0000000
Capital Pacific Bancorp Advisor: General Mar 2015 00000 0000000
Roma Financial Advisor: General Dec 2013 00000 0000000
Bonneville Bank Advisor: General Dec 2011 00000 0000000
Essex Bank Advisor: General May 2008 00000 0000000
MCM Savings Bank Advisor: General Aug 2006 00000 0000000
Peoples Bankcorp Advisor: General Sep 2003 00000 0000000
Enterprise Federal Savings Bank Advisor: General Feb 2003 00000 0000000
Banco Financiero de Puerto Rico Advisor: General Dec 2002 00000 0000000
You’re viewing 10 of 15 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

Feldman Financial Advisors Services to Investors

Service on a Deal — Buy Side (9)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Avadian Credit Union Advisor: General Apr 2016 00000 0000000
Achieva Credit Union Advisor: General Nov 2015 00000 0000000
Five Star Credit Union Advisor: General Feb 2015 00000 0000000
Five Star Credit Union Advisor: General Jun 2014 00000 0000000
SKBHC Holdings Advisor: General Oct 2010 00000 0000000
J.C. Flowers & Co. Advisor: General Sep 2008 00000 0000000
Damascus Community Bank Advisor: Financial Due Diligence Nov 2007 00000 0000000
United Legacy Bank Advisor: General Aug 2006 00000 0000000
Countrywide Financial Advisor: General May 2001 00000 0000000
To view Feldman Financial Advisors’s complete services on a deal — buy side history, request access »

Feldman Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Feldman Financial Advisors‘s full profile, request access.

Request a free trial

Feldman Financial Advisors Team (2)

Name Title Deals Office Contact
Trent Feldman Founder & President McLean, VA
Peter Williams Founder & Principal McLean, VA
To view Feldman Financial Advisors’s complete team members history, request access »

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »