We partner with entrepreneurs and families to invest in sound businesses and provide them with significant strategic, operating, and analytical assistance to accelerate the growth of the company through organic initiatives and acquisitions.
Leading provider of compliance and cybersecurity services for the U.S. defense industrial base, helping contractors meet CMMC requirements.
Enterprise unified communications platform delivering cloud voice, Microsoft Teams, and contact center solutions to businesses worldwide.
Finance-as-a-Service platform providing outsourced accounting, FP&A, and CFO services to growth-stage companies seeking scalable financial infrastructure.
High-growth BPO and customer experience company delivering tech-enabled support solutions for fast-scaling software businesses globally.
Global customer experience and digital operations company delivering multilingual CX and back-office processing across 10+ countries.
Premier Workday deployment and managed services partner helping mid-market and enterprise organizations implement and optimize their HR technology.
Andrew Fehlman CEO, EDCO Health Information Solutions
“We had management presentations with over ten private equity firms and knew CFI was the one after dinner together the evening before our presentation! They listened really well, and wanted to learn about our business before sharing any ideas for how they could help us. This approach to partnering with the management team has continued three years after making a majority investment in our business. We are now on a path to accomplish more together than we ever could have imagined on our own!”
Adrian King CEO, Apps Associates
“The CFI team have truly partnered with Apps Associates, and they are more than just a financial sponsor. They operate with the highest integrity providing support and guidance to management throughout the journey. As we navigated the pandemic, the genuine care for each of our employees was evident. CFI have showed a willingness to make the right investments that build long term value, even beyond their investment window. ”
Joel Hughes CEO, Right Networks
“Our relationship with CFI is nearly 7 years old and has never been stronger. Their experience and ongoing support have been key contributors to our rapid growth and success. From strategic planning and M&A to debt financing and team building, CFI has added value along our path. When we chose CFI as our partner, we hoped we were making the right decision – looking back now, we know we did.”
Christopher Skinner CEO, TopBloc
“We wanted a private equity partner that would add value to the future of our organization, and CFI continues to demonstrate that choosing them was the right decision. Their team provides us with insightful feedback that enhances our long term growth strategy, and they have an invaluable network of resources to support our tactical initiatives. TopBloc looks forward to reaching new levels of progress and achievement with CFI by our side.”
Jim CraigHR Manager & CFO, CFI Corporation
“At CFI, we believe great companies are built by great teams. Our commitment to pairing financial discipline with people strategy is what sets us apart as a long-term partner for every founder we back.”
