Corporate Financial Advisors, LLC is an Investment Banking firm dedicated to assisting clients with selling, buying and financing transactions since 1995. We provide local, national and international clients with seasoned, practical advice in indentifying, analyzing and consummating mergers & acquisitions, capital, sourcing, exit planning and value engineering.
Since our inception in the 1990’s, Corporate Financial Advisors, LLC has specialized in indentifying, analyzing and consummating mergers and acquisitions, assisting clients with capital sourcing, exit planning and value engineering. We employ a focused and efficient process in providing clients with litigation and valuation services. With over 120 years of combined experience, our professionals provide our local, national and international clients with a high quality, practical approach with superior results, to the opportunities and challenges they face.
OUR EXPERIENCE IS WHAT MAKES THE DIFFERENCE
Corporate Financial Advisors compensation is heavily weighted toward payment at closing, and transactions don't close unless our clients are satisfied. We are successful for our clients because:
Abri Health Plan
Sold a Medicaid health plan provider to Molina Healthcare, a publicly traded strategic buyer based in California.
Iverson Language Associates
Sold a translation services firm to TransPerfect, a global provider of business services.
Brunton - subsidiary of Fiskars
Sold this division of Fiskars, which produced outdoor products, to Phoenix Outdoor of Sweden.
Dielectric Corporation
Arranged capital for a management buyout of this producer of extruded copper and plastic components.
Radisson Hotel and Conference Center
Refinancing of existing capital structure to facilitate acquisition and growth.
Milwaukee Harley Davidson
Structured and completed a management buyout of this leading dealership, including raising the necessary capital.
Waukee Engineering
Sold this ESOP-owned manufacturer of flow meters and instruments to Nitrex, an international leader in heat treating systems.
Doral Dental
Sold this dental HMO to Denta Quest, a leading national dental health company.
McDermott Cue
Sold a premier billard cue manufacturer to a Private Equity Firm, and subsequently sold it for the PE firm to a private investor.
Novum Structures
Structured and completed a management buyout of this designer / producer of international Architectural structures.
Cercom
Assisted Schunk (Germany) in acquiring this producer of ceramic body armor, and subsequently sold it for Schunk to Armor Holdings
Cambridge Major Labs
Assisted a private investor in acquiring this active Pharmeceutical ingredient producer
Aqua Chem
Refinanced capital structure and divested the WaterTech division of this producer of industrial boilers.
CFA’s professionals did an incredible job working with our management team to prepare the Company for the sale process. CFA coached an inexperienced team through a complex sale process in a very professional manner. Their hands-on business experience was a tremendous asset to me during our transaction. CFA’s understanding of business issues made it far easier for me to work through items with the international buyer and led to a very successful result.
~ Chris Onan, former owner of Waukee Engineering
Corporate Financial Advisors specializes in identifying, analyzing and consummating mergers & acquisitions for owners of privately held businesses or public companies divesting divisions and subsidiaries. In addition we assist clients with capital sourcing for recapitalizations, restructurings, growth, shareholder buyout, or other similar needs, and work extensively with our clients on their exit planning.
Our passion is to help business owners grow and realize shareholder value. We have successfully closed hundreds of transactions relying on our experience, creativity and proven processes.
CFA’s services include the following:
Virtually all of our services are centered around value engineering, regardless of whether we are helping a client sell, buy or finance a business. Corporate Financial Advisors' sole focus is on finding the right transaction for its clients, and then completing the transaction in the most efficient and effortless manner for them. Our selling process allows us to maximize the business's value by thoroughly analyzing it and identifying the unique set of variables that drive its value. Our efficient and discreet sales process is confidential and designed to drive value at every step. In particular, we focus on:
Many business owners find that internal growth is insufficient to meet their objectives, and acquisitions may make sense. Growing a company through acquisition requires discipline, skills, time, focus and a great deal of energy. We assist business owners in evaluating the prospects of growing by acquisition, as well as helping with the valuation, negotiation, structuring and financing of the transaction. We believe that successful transactions maximize our clients' value through a well-conceived plan followed by thorough, focused execution which maximizes shareholder value.
Businesses need capital for many reasons, including growth, financial distress, new business opportunities, partial succession planning and many others. Today’s capital markets offer a plethora of rapidly changing financing options, and finding the right financing for the task at hand is more critical than ever for a business owner.
Through our relationships with hundreds of capital sources we are able to identify and close deals with the most appropriate financial partners and at the most competitive pricing and terms available.
Our process involves:
The core of Corporate Financial Advisors is our professional team. We employ only experienced professionals, which allows us to anticipate issues, avoid problems, deliver creative solutions, and do so in the most effective and efficient manner, saving our clients money and time.
Managing Director
jfroehlich_cfa-llc.com
414.431.4862
jsweeney_cfa-llc.com
414.431.4886
Senior Director
eeidem_cfa-llc.com
414.431.4866
mleopold_cfa-llc.com
414.431.4879
Corporate Financial Advisors, LLC
The Milwaukee Center
111 E. Kilbourn Avenue
Suite 2800
Milwaukee, WI 53202
414.431.4890
