Feldman Financial Advisors Overview

  • Service
  • Financing Advisory
  • Founded
  • 1996
Founded
  • Serviced Companies
  • 15
  • Serviced Deals
  • 15
  • Serviced Investors
  • 8

Feldman Financial Advisors General Information

Description

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

Website
www.feldmanfinancial.com
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 (15)

Company Name Service Provided Deal Date Deal Type Deal Amount
Cache Bank & Trust Advisor: General Jan 2020 00000 0000000
00000 0000 & 00000 Advisor: General Dec 2015 00000 0000000
0000000 0000000 00 Advisor: General Mar 2015 00000 0000000
0000 000000000 Advisor: General Dec 2013 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
Enterprise Federal Savings Bank Advisor: General Feb 2003 00000 0000000
Banco Financiero de Puerto Rico Advisor: General Dec 2002 00000 0000000
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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
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
0.0. 0000000 & 00. Advisor: General Sep 2008 00000 0000000
00000000 000000000 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

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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
To view Feldman Financial Advisors’s complete team members history, request access »