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CFI United States

20+ years of M&A experience and expertise for domestic and international clients

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United States

CFI USA, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to companies throughout The Americas, Europe, and Asia. Since our inception, we have successfully completed hundreds of financial advisory engagements for a wide array of clients in virtually every business sector, including individual and family-owned businesses, large public companies, and private equity firms.

Led by a dedicated team of senior professionals, all with extensive transaction experience and deep industry credentials, we continue to demonstrate our commitment to meeting the unique needs of middle-market companies and their owners. We do this by delivering highly creative financial solutions and a level of professional service that consistently exceeds client expectations.

Our core service offerings include: Sell-side Advisory, Acquisition Advisory, Strategic Assessment and Transaction Planning, Fairness Opinions and Financing — Debt and Equity Capital Raising.

Premium sector focus in United States

Latest Transactions

  • Paper, Plastics & Packaging

    has been sold to

    a portfolio company of

    Transaction details

    LoVen Special Products, a manufacturer of special products, standard caps and protective sleeves out of PVC, has been sold to Caplugs, a supplier of product protection components including plastic caps, plugs, and custom engineered solutions

    Paper, Plastics & Packaging

    has been acquired by

    Transaction details

    Grand Traverse Container, Inc., manufacturer of corrugated packaging for the Michigan, northern Ohio, and northern Indiana markets, has been acquired by Green Bay Packaging Inc.

    Software & IT Services

    has been acquired by

    Transaction details

    SoundCom Systems, an integrator of audiovisual and healthcare communication systems, sells to AMETEK, a large NYSE company that is currently SoundCom’s largest vendor

    Paper, Plastics & Packaging

    and

    have been acquired by

    Transaction details

    The Magnell family sold Plymouth Packaging, Inc., an innovator in the corrugated fanfold and box packaging industry with its 'Box on Demand' systems, to WestRock Company, a provider of differentiated paper and packaging solutions

  • Industrials

    has been acquired by

    Transaction details

    Family shareholders sell Wright Tool Company a premier tool distributor specializing in strategic sourcing, contract management, and offering a broad line product selection to Federal Resources Supply Company, distributor of safety and homeland security products for military and marine needs

    Industrials

    has been acquired by

    Transaction details

    Family shareholders sell Triton Manufacturing Company, Inc. a leading manufacturer of custom bus bars used in a wide range of current and heat transfer applications, to Molex, LLC, a global leader in delivering complex electronics solutions

    Paper, Plastics & Packaging

    has been acquired by

    Transaction details

    Mercury Plastics, a plastics processor and manufacturer of water handling systems for appliance and faucet applications, as well as other highly engineered plumbing products, tubing, and assemblies, has been sold to Masco Corporation

    Industrials

    has been acquired by

    Transaction details

    Winsupply Inc., a Dayton, Ohio-based supplier of residential and commercial construction and industrial supplies and materials acquires APCO, Inc., a leading distributor of HVAC and multi-family apartment maintenance products primarily in the Midwest

  • Paper, Plastics & Packaging

    has been sold to

    a portfolio company of

    Transaction details

    LoVen Special Products, a manufacturer of special products, standard caps and protective sleeves out of PVC, has been sold to Caplugs, a supplier of product protection components including plastic caps, plugs, and custom engineered solutions

  • Paper, Plastics & Packaging

    has been acquired by

    Transaction details

    Grand Traverse Container, Inc., manufacturer of corrugated packaging for the Michigan, northern Ohio, and northern Indiana markets, has been acquired by Green Bay Packaging Inc.

  • Software & IT Services

    has been acquired by

    Transaction details

    SoundCom Systems, an integrator of audiovisual and healthcare communication systems, sells to AMETEK, a large NYSE company that is currently SoundCom’s largest vendor

  • Paper, Plastics & Packaging

    and

    have been acquired by

    Transaction details

    The Magnell family sold Plymouth Packaging, Inc., an innovator in the corrugated fanfold and box packaging industry with its 'Box on Demand' systems, to WestRock Company, a provider of differentiated paper and packaging solutions

  • Industrials

    has been acquired by

    Transaction details

    Family shareholders sell Wright Tool Company a premier tool distributor specializing in strategic sourcing, contract management, and offering a broad line product selection to Federal Resources Supply Company, distributor of safety and homeland security products for military and marine needs

  • Industrials

    has been acquired by

    Transaction details

    Family shareholders sell Triton Manufacturing Company, Inc. a leading manufacturer of custom bus bars used in a wide range of current and heat transfer applications, to Molex, LLC, a global leader in delivering complex electronics solutions

  • Paper, Plastics & Packaging

    has been acquired by

    Transaction details

    Mercury Plastics, a plastics processor and manufacturer of water handling systems for appliance and faucet applications, as well as other highly engineered plumbing products, tubing, and assemblies, has been sold to Masco Corporation

  • Industrials

    has been acquired by

    Transaction details

    Winsupply Inc., a Dayton, Ohio-based supplier of residential and commercial construction and industrial supplies and materials acquires APCO, Inc., a leading distributor of HVAC and multi-family apartment maintenance products primarily in the Midwest

What our clients say

  • “Matt Jamison and his team were extremely valuable partners to Greg and myself throughout this process. Our expectations were far exceeded, and we could not be more pleased with the professionalism and commitment. I would highly recommend them to any company considering a potential recapitalization.”

    Charlie Hess, CEO and Co-founder of FISHER/UNITECH on the recapitalization with The Riverside Company

  • “We are very happy with our decision to hire John Hart and his team as our M&A advisor. They are clearly experts in the packaging industry and knew how to best position a unique company like ours to the right group of prospective buyers. They provided heavy senior level involvement throughout each stage of the process and were instrumental in making this a successful transaction for us. We would highly recommend John Hart and the Plastics & Packaging Group to other packaging companies considering a transaction”

    Greg Magnell, CEO of Plymouth Packaging on its sale to WestRock Company

Our senior team

Our expertise

M&A sell-side advisory

Experienced M&A advisors at CFI work discretely with owners to determine priorities, and can recommend the appropriate sale process to meet all of an owner’s financial and personal objectives. Profound sector dedication helps your company to refine the buyer’s arena and engage prospective buyers based on a constant dialogue with relevant strategic acquirors and the private equity community.

M&A buy-side advisory

CFI’s M&A advisors provide a disciplined, process-oriented approach to an acquisition search. Its global reach coupled with a solid local footprint can help your company refine acquisition criteria, identify potential target companies, engage prospective targets through native speakers, analyze valuations, negotiate terms, and structure the transaction, bringing about the very best results for our clients.

Capital raising

Mid-market companies are demanding creative solutions and access to capital. Based on years of relevant experience, CFI’s debt and capital raising advisors can help your business raise funds, whether your objective is corporate growth, finance a (cross-border) acquisition, complete a management buyout, or refinance an existing lender.

Restructuring & distressed situations

CFI’s seasoned professionals have many years of relevant experience helping businesses preserve stakeholder value, during often time critical periods, where we can: Evaluating strategic and restructuring options, positioning the business for sale or investment in an accelerated process.

Valuations & opinions

Valuation experts at CFI understand value drivers and the process of value creation. CFI has the expertise to satisfy any business or asset valuation needs. Our full range of services includes valuation, due diligence, fairness and solvency opinions, and goodwill impairment tests. Analyses with impact, whether aimed at financial reporting, tax, M&A, strategic planning, business restructuring, or dispute and litigation purposes.

    M&A sell-side advisory

    Experienced M&A advisors at CFI work discretely with owners to determine priorities, and can recommend the appropriate sale process to meet all of an owner’s financial and personal objectives. Profound sector dedication helps your company to refine the buyer’s arena and engage prospective buyers based on a constant dialogue with relevant strategic acquirors and the private equity community.

    M&A buy-side advisory

    CFI’s M&A advisors provide a disciplined, process-oriented approach to an acquisition search. Its global reach coupled with a solid local footprint can help your company refine acquisition criteria, identify potential target companies, engage prospective targets through native speakers, analyze valuations, negotiate terms, and structure the transaction, bringing about the very best results for our clients.

    Capital raising

    Mid-market companies are demanding creative solutions and access to capital. Based on years of relevant experience, CFI’s debt and capital raising advisors can help your business raise funds, whether your objective is corporate growth, finance a (cross-border) acquisition, complete a management buyout, or refinance an existing lender.

    Restructuring & distressed situations

    CFI’s seasoned professionals have many years of relevant experience helping businesses preserve stakeholder value, during often time critical periods, where we can: Evaluating strategic and restructuring options, positioning the business for sale or investment in an accelerated process.

    Valuations & opinions

    Valuation experts at CFI understand value drivers and the process of value creation. CFI has the expertise to satisfy any business or asset valuation needs. Our full range of services includes valuation, due diligence, fairness and solvency opinions, and goodwill impairment tests. Analyses with impact, whether aimed at financial reporting, tax, M&A, strategic planning, business restructuring, or dispute and litigation purposes.

News

Our offices in United States

Chicago

120 S Riverside
Suite 2100
IL 60606
United States
T: +1 312.602.3600
E : info@thecfigroup.com
W: www.pmcf.com

Detroit

Two Towne Square
Suite 425
Southfield, MI 48076
T: +1  248.223.3300
E: info@thecfigroup.com
W: www.pmcf.com