Access to Capital Directory

Published February 23, 2015

Corporate Financial Advisors, LLC

111 E. Kilbourn Ave., Suite 2800

Milwaukee, WI 53202

Key Contact:

Joe Froehlich
Erik Eidem
Chris Zuzick

Phone: (414) 431-4891

Fax: N/A

Year Founded: 1995

General Business Description: CFA is an investment bank providing merger & acquisition, capital sourcing, restructuring, and consulting services to middle market businesses.

Two most common transaction sizes:

$10 mil - $19.9 mil

$20 mil - $39.9 mil

Top three industries in which transactions have been conducted:


Business Services

Health Services

Access to Capital Services : Acquisition Review
Exit Strategy
Financial Analysis
General Consulting
Growth Strategy
Intellectual Property
Letter of Intent
Loans - Equipment
Loans - General
Management Buyout
Offering Materials
Prepare Company for Sale
Private Equity Acquisition
Strategic Acquisition
Strategic Investment
Transaction Marketing
Transaction Review
Transaction Strategy

Banks/Credit Unions

Investment Banking & M&A Firms

Number of investment bankers on staff: 5 to 9

Total number of transactions closed in past 18 months: 3 to 7

Percentage of transactions, buy vs. sell: 30% buy, 70% sell

Current transactions under Letter of Intent: 3 to 7

Private Equity Groups

Accounting, Legal & Valuation Firms

Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies