DFS Associates is recognized as a trusted investment banking company worldwide, recognized as a leader in mergers and acquisitions, corporate finance, tax efficiency and divestitures, especially in the middle tiers of the private sector.
The firm’s financial experts possess a broad spectrum of experience and involvement in assisting numerous business owners in assessing, enhancing, improving and selling their businesses and minimizing Capital Gain tax payments. Clients will receive a one-of-a-kind mix of high-level Wall-Street capability and extensive middle-market know-how, derived through many years of direct engagement as entrepreneurs and as professional counselors to mid-sized businesses owners.
Our company’s mission is to become an unparalleled global investment-banking firm for the private middle market, especially in providing excellent client service.
DFS Associates demand from our people the highest levels of professional conduct, observance of high ethical values and expert performance beyond client, employee and shareholder expectations within our entire organization.
Our firm focuses exclusively in the private middle market, gaining many years of unequalled expertise in the process.
Extensive Industry Exposure
Our one-of-a-kind strategy in dealing with the markets qualifies us to serve firms in practically all sectors and areas in the country.
Our M&A group of financial experts provide service to numerous global and local middle-market investors and firms.
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