Welcome to CFA-LLC
Since our inception in 1995,
CFA-LLC has been a financial consulting firm dedicated to providing clients with valuable Investment Banking Services and Litigation & Valuation Services.
Located in Milwaukee, Wisconsin, we combine extensive experience with our
Midwestern roots to provide local, national and international clients with a seasoned yet practical approach to addressing the opportunities and challenges they face.
investment banking
CFA-LLC Investment Banking assist its clients with buying,
selling or recapitalizing a business. Our passion is to help business owners preserve, grow and realize shareholder value. We employ a focused,
efficient process that results in maximizing the shareholder value realized in the transaction.
Our experience is what makes the difference.
We understand a company's need to build value and we are prepared to help your company develop in terms of structure, value, and reputation. Our
professionals have a proven track record with over 100 years of combined experience assisting in hundreds of transactions.
litigation & valuation services
Drawing from experience gained through hundreds of litigation and valuation matters,
CFA-LLC offers clients a well-honed approach to damages and valuation analyses.
Our primary areas of practice focus on intellectual property and other large commercial litigation.