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CFI United States - PMCF

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

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United States

CFI USA (P&M Corporate Finance) , 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.

CFI USA has industry verticals in the following sectors: Diversified Industrials, Industrial Distribution, Medical Technology & Healthcare, Plastics & Packaging, and Business & Technology Services. Diversified Industrials serves the aerospace & defense, automotive, and metals and manufacturing sub-sectors. Business & Technology Services group assists the software, financial services, and consumer retail sub-sectors. Medical Technology & Healthcare team streamlines the medical devices, biopharmaceutical, and contract manufacturing sub-sectors. Plastics & Packaging serves the rigid/flexible packaging, sheet extrusion, injection molding, and corrugation sub-sectors.

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

Premium sector focus in United States

Latest Transactions

What our clients say

  • “We were fortunate to have John Hart and the PMCF team represent us in this major event in our company’s history. John spent countless hours with us over the last three years, helping us with a multi-year planning process and guidance throughout transaction process. PMCF’s experience in packaging was also very helpful; they know all the key players, understand our industry dynamics, and knew how to best position our unique and special company. We are very pleased with the transaction outcome and PMCF’s guidance throughout the process.”

    Rick Holznecht, shareholder of Panoramic Inc., commented, when Panoramic, Inc. has been sold to Anchor Packaging

  • “Matt Jamison (Managing Director) and his team were with us every step of the way through a complex transaction process, providing us with senior level attention and unique solutions. Without their expertise and determination, this transaction would not have been possible.”

    Joe Lilla, COO and Co-owner of Imperial Marketing, said, when Imperial Marketing has completed a recapitalisation with Banyan Technologies Group

  • “We couldn’t be happier with our decision to select PMCF as our M&A advisor. John and his team were instrumental in the successful outcome of this transaction and their packaging expertise proved to be very valuable. We would undoubtedly recommend PMCF to any other packaging businesses considering a transaction.”

    Mike Chereskin, founder of Grand Traverse Container, Inc., noted, when Grand Traverse Container, Inc. has been acquired by Green Bay Packaging Inc.

  • “John Hart and his team played a critical role in helping us to evaluate strategic options and guiding the Company through a transaction process that led to a successful transaction with Finch Paper. They were heavily involved throughout each step of the process to make sure that the French family’s needs were met with this transaction.”

    Jerry French, CEO of French Paper, commented, when French Paper Co. has been acquired by Finch Paper, a platform company of Atlas Holdings LLC.

  • “Selling a business and achieving ‘the close’ is not as easy as it may seem.  Working with the team at PMCF was paramount to its success. PMCF began the process by developing a strategy, implementing it, and seeing it to the end. Joe Wagner, Jayson Gitt and the rest of the PMCF team coached us along the way, and in some cases, held our hand, and advised us to gain the best results for our stockholders and our employee team members. PMCF’s value was immeasurable.”

    Carl Derian, President of Forberg, added, when erg Scientific Inc. has been sold to Kendall Electric

Our senior team

Our expertise

M&A sell-side advisory

Experienced M&A advisors at CFI help owners determine financial and personal objectives. CFI’s extensive sector reach can help best position the company in the market while ensuring a compelling, value-focused message. This same expertise allows for a focused and constant dialogue with relevant strategic acquirers and private equity groups.

M&A buy-side advisory

CFI advisors provide a disciplined, process-oriented approach to an acquisition search. Its global reach coupled with a local footprint can help your company refine acquisition criteria, identify potential target companies, engage prospective targets through native speakers, analyse 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 consistent 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, financing a cross-border acquisition, completing a management buyout, or refinancing an existing lender.

Restructuring & distressed situations

Seasoned CFI professionals have many years of relevant experience helping businesses preserve stakeholder value, during often time critical periods. We can evaluate strategic and restructuring options, and position the business for sale or investment in an accelerated process.

Valuations & opinions

Valuation experts at CFI understand value drivers and the process of creating value. CFI has the expertise to satisfy any business or asset valuation need. Our full range of services includes valuation, due diligence, fairness and solvency opinions, and goodwill impairment tests. We provide 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 help owners determine financial and personal objectives. CFI’s extensive sector reach can help best position the company in the market while ensuring a compelling, value-focused message. This same expertise allows for a focused and constant dialogue with relevant strategic acquirers and private equity groups.

    M&A buy-side advisory

    CFI advisors provide a disciplined, process-oriented approach to an acquisition search. Its global reach coupled with a local footprint can help your company refine acquisition criteria, identify potential target companies, engage prospective targets through native speakers, analyse 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 consistent 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, financing a cross-border acquisition, completing a management buyout, or refinancing an existing lender.

    Restructuring & distressed situations

    Seasoned CFI professionals have many years of relevant experience helping businesses preserve stakeholder value, during often time critical periods. We can evaluate strategic and restructuring options, and position the business for sale or investment in an accelerated process.

    Valuations & opinions

    Valuation experts at CFI understand value drivers and the process of creating value. CFI has the expertise to satisfy any business or asset valuation need. Our full range of services includes valuation, due diligence, fairness and solvency opinions, and goodwill impairment tests. We provide 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

Detroit

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

Chicago

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

Denver

8181 E. Tufts Avenue
Suite 600
Denver, Colorado 80237

United States
T: + 1 720 370 8181
E: info@thecfigroup.com

W: www.pmcf.com