Advisory Services - Transaction Support

Management and their corporate development resources are often stretched thin and need temporary help to handle various aspects of a particular project. CFA's Project Partners® program offers corporations the opportunity to second CFA staff to short term positions in the company. This work typically entails special work on acquisitions, divestitures, searches, business reviews or strategic development.

Recent Examples

A publicly traded company was approached by a competitor to consider the benefits of a merger. Our client, retained CFA to do a preliminary review of the competitor and prepare a report for presentation to the Board of Directors.

Our client, a large multi-national industrial company, was mandated to establish a new operating platform. CFA was retained to research and identify industries, industry segments and niches that would be suitable platforms where there were acquisition and growth opportunities.

The President of a mid-market company was over-whelmed by the number of acquisition candidates that had been presented to him. CFA was retained to review the candidates and prepare a ranked list of them for management and the Board to determine action plans and resource allocations.