Advisory Services - Partnering & Alliances

CFA serves as an agent or intermediary to facilitate the formation of joint ventures, minority acquisitions, cross-equity transactions and other forms of strategic alliances or corporate partnering. CFA believes that it is differentiated from other transactional advisors and investment banks in the area of - Expertise, Commitment, Technical Ability, Networks and International Reach

To successfully participate in corporate alliances, a company need not develop expertise internally. CFA can bridge the divide between you and potential partners. We offer a comprehensive range of services to clients that may include some or all of the following:

  • Review financial condition, operations, competition & prospects
  • Evaluate internal resources and capabilities to achieve goals
  • Prepare Confidential Alliance Memorandum to solict interest
  • Identify potential corporate partners (domestic & international)
  • Solicit interested parties
  • Coordinate due diligence
  • Advise on appropriate structure of alliance transaction
  • Assist raising co-investment capital
  • Assist negotiating financial and governance aspects of alliance

CFA is focused on serving the needs of late-development stage, growth stage and mature companies, in virtually any industry, that:

  • Possess proprietary technologies, demonstrate unique talents, or are leaders in their sectors
  • Ownerships are opposed to selling control
  • Lack "break-out" capabilities or competencies

Alliances will continue to grow in size and significance over the coming years. See The Future of Alliances and Partnering for our insights into this area.