Integrated Advisory Firm

See Around the Corners That Others Miss

Critical financial decisions require multiple stakeholders to act under compressed timelines, often before all the information is available.



As former owners, operators, and investors, our senior advisors anticipate where value is heading and get ahead of the issues that complicate transactions and restructurings. We improve the terms that we secure for our clients, from the first assessment through close.

Get in Touch

Want to explore your options in more detail? Fill out this form to arrange a call or meeting at your convenience.

The CMA Difference

With hands-on, partner-level involvement, we work alongside management to pressure test business plans throughout the full lifecycle of a situation. We earned our record in the middle market one engagement at a time.

Years of Leadership

0 +

Transactions Completed

0 +

Industry Awards

0 +

We are extremely appreciative of CMA’s leadership and guidance throughout the transaction process. Their team played an important role in formalizing our preexisting partnership with Nu Aire, providing us with insights we might not have considered and effective ways to align our businesses to meet the diverse needs of end-users.

– Thomas D. Hull III
President and CEO of Kewaunee Scientific

Meet Our Team

Some of our senior professionals have advised the same clients for over a decade. Clients return because the team you meet at the beginning is the team that executes from start to finish.

Jonathan Killion

Partner
Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Chris Parisi

Partner
Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Stephen Funnell, CFA

Director
With a decade of experience, Stephen advises lenders, management teams, and private equity firms on financial analysis, valuation, and working capital management.

Alan Gutman

Associate
Alan works diligently with company owners and management teams on mergers and acquisitions across various industries.

Our Experience

Our advisors take active roles inside the companies we serve, with experience across multiple middle-market industries. Every mandate informs how we advise our next client.