Corporate Finance Associates Worldwide (CFAW) Market Research Report

Company Overview

• Name: Corporate Finance Associates Worldwide (CFAW)

• Mission: To provide investment banking services to middle-market businesses with a focus on mergers and acquisitions, business valuations, and capital resources.

• Founded: 1956

• Founder: Michael M. Rothberg

• Key People:

• Jim Zipursky, Chairman and CEO

• Terry Fick, Chairman Emeritus

• Peter Heydenrych, Chairman and CEO (2003)

• Morley Zipursky, Chairman Emeritus

• Headquarters: Los Angeles, California, USA

• Number of Employees: Over 100 professionals

• Revenue: No information is available

• Known For: Being one of the oldest and most prominent investment banking firms in North America serving middle-market companies with thousands of successful transactions over 65 years.

Products

• Products Offered:

• Sell Side Advisory: Customized divestiture strategies for business exits including sale, merger, or recapitalization.

• Buy Side Advisory: Acquisition strategies including roll-ups and consolidation for rapid expansion.

• Capital Markets: Services such as partner buyouts, acquisition financing, and raising growth capital.

• Market Value Assessment: Business valuation services for business owners contemplating sales, mergers, or recapitalization.

• Product Descriptions and Key Features:

• Sell Side Advisory:

• Tailored strategies for business exits.

• Focus on confidentiality and broadening buyer reach.

• Buy Side Advisory:

• Designed for acquisition and organic growth.

• Facilitating identification and execution of strategic acquisitions.

• Capital Markets:

• Financial structuring for partner buyouts and growth capital.

• Aligning financial resources with business goals.

• Market Value Assessment:

• Comprehensive business valuation.

• Expertise in evaluating business worth and market position.

Recent Developments

• Recent Acquisitions and Partnerships:

• DAS Health acquired Agility Holdings, LLC expanding into senior living space (March 6, 2024).

• Precision Pulley & Idler acquired Continental Global Material Handling (June 6, 2024).

• adivo GmbH sold to Zoetis Inc. with the assistance of CFAW (September 15, 2023).

• Sentrx acquired by Dômes Pharma (September 15, 2023).

• AraCom IT Services AG entered a partnership with Maxburg (June 9, 2023).

• Data Basics acquired by Cora Group (May 8, 2023).

• Global Expansion:

• Opened new offices in São Paulo, Brazil (November 3, 2023).

• Expanded European presence with offices in Belgium, Denmark, Ireland, Netherlands, Switzerland, and the United Kingdom (2019).

• New offices in Fort Lauderdale and Warsaw, Poland (2022).

• Recently added offices in Milan, Italy, and São Paulo, Brazil (2023).

• Awards and Recognitions:

• Dan Vermeire named Investment Banker of the Year (2022).

• CFA has consistently been recognized for its deal-making prowess, as noted in awards like Dealmaker of the Year by D CEO and the M&A Advisor Awards.

This report comprehensively outlines the stature, services, and recent strategic movements carried out by Corporate Finance Associates Worldwide (CFAW) in the investment banking sector, especially focused on middle-market businesses.