Frequently Asked Questions
Q: Why use CFI?
A: CFI offers local experts in the most important economic markets in the world. Partners have the transaction experience, industry expertise, and on-the-ground presence necessary to successfully advise you on your transaction. Our deep network of contacts provides us unparalleled access to buyers, targets, and capital sources around the globe.
Q: How are new members admitted?
A: The admission process for CFI is very selective because the success of CFI depends on the strength of its members. Candidates undergo an extensive screening process by all current CFI members. If a mutual fit exists, the potential member will submit a formal application to CFI for admission to the network. New members should be middle-market focused and have the capability for cross-border transaction activity.
Q: How are confidential client matters handled?
A: CFI places a high degree of importance on confidentiality. Information is shared on a “need to know” basis only. Project names are utilized by all CFI members to ensure client confidentiality. Formal confidentiality agreements are utilized during the stages when more specific client information is necessary to share. Confidentiality is a high priority topic for all CFI members.
Q: How are fee sharing arrangements structured?
A: The CFI fee sharing model is unambiguous and justified through the contribution made by the members involved on a project. Fee sharing is an integral aspect of the membership. Clients benefit from the vast resources CFI members bring to cross-border transactions. Cross-border transaction teams allow the client to successfully complete an international transaction in a concise, efficient manner. Clients will not incur additional fees because multiple CFI members are involved on the project. Clients incur market-rate fees with the benefit of an international transaction team.
Q: Who should I contact if I am interested in joining the network?
A: The network is continually looking to expand to new markets. If you are a middle market investment bank with the capability for cross-border transaction activity, please contact Phil Gilbert, CFI Chairman, at phil.gilbert@pmcf.com to have a preliminary discussion about CFI and the admissions process.
Q: Why is there only one member allowed per country?
A: CFI is structured with territorial exclusivity to protect the interests of the member firms. By giving exclusivity within a country, network members are not in competition with each other for deals which promotes a high level of commitment to the network by that member. Our members must possess a deep network of contacts within that nation, sufficient for all transaction activity that might arise out of their home country.