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Feldman Financial Advisors

Feldman Financial Advisors
ADVISORY SERVICE
1996 FOUNDED
12 SERVICED COMPANIES
12 SERVICED DEALS
6 SERVICED INVESTORS
Description

Feldman Financial Advisors is a financial advisory firm founded 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, prepares financials and fairness opinions.

Year Founded
1996
Service Provider Type
Financing Advisory
Primary Office
  • 8804 Mirador Place
  • McLean, VA 22102
  • United States

+1 (202) 000-0000

Feldman Financial Advisors Services to Companies

Service on a Deal (12)

Company Name Service Provided Deal Date Deal Type Deal Amount
Cache Bank & Trust Advisor: General Mar 2020 00000 0000000
00000 0000 & 00000 Advisor: General Dec 2015 00000 0000000
0000000 0000000 00 Advisor: General Mar 2015 00000 0000000
0000000000 0000 Advisor: General Dec 2011 00000 0000000
00000 0000 Advisor: General May 2008 00000 0000000
000 0000000 0000 Advisor: General Aug 2006 00000 0000000
0000000 00000000 Advisor: General Sep 2003 00000 0000000
0000000000 0000000 Advisor: General Feb 2003 00000 0000000
Banco Financiero de Puerto Rico Advisor: General Dec 2002 00000 0000000
First Coastal Advisor: General Sep 2001 00000 0000000
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Feldman Financial Advisors Services to Investors

Service on a Deal — Buy Side (7)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Avadian Credit Union Advisor: General Apr 2016 00000 0000000
0000000 000000 000 Advisor: General Nov 2015 00000 0000000
0000 0000 000000 0 Advisor: General Feb 2015 00000 0000000
0000 0000 000000 0 Advisor: General Jun 2014 00000 0000000
00000 00000000 Advisor: General Oct 2010 00000 0000000
Damascus Community Bank Advisor: Financial Due Diligence Nov 2007 00000 0000000
Countrywide Financial Advisor: General May 2001 00000 0000000
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Feldman Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Feldman Financial Advisors Team (2)

Name Title Deals Office Contact
Info
Trent Feldman Founder & President McLean, VA
Peter Williams Founder & Principal McLean, VA