Welcome to Carolina Financial Analytics (CFA)

CFA is a corporate financial services - private investment banking firm that provides sophisticated financial analysis and associated reports, as well as certain transaction management services needed by business owners to support a variety of significant financial or strategic initiatives.

While CFA can provide its services to a wide variety of privately owned, middle-market businesses, CFA’s expertise and focus is on serving the corporate finance-investment banking needs of “commercial-industrial” businesses (i.e., primarily manufacturing, wholesale/distribution, and “B2B” service companies).

Specifically, CFA provides services within two product-service groups…a Defined Products Group...and Transaction Management Services.   The Defined Products Group includes the development and presentation of such products as…

• Financing-Oriented Business Plans
• Business Sale Offering Documents (i.e., sale-oriented business description and related business sale marketing materials)
  
• Sophisticated Financial Projections and other customized financial analysis and presentation models/reports (in Excel)

Transaction Management Services, which CFA provides on a selective basis, include…

• Business Broker and Merger and Acquisition (M&A) Client Representation
• Loan Broker Client Representation (i.e., arranging corporate acquisition, expansion plan, or “restructuring-workout” financings)

We encourage you to contact us at any time to discuss your situation or needs in complete confidence and without any further obligation.