About
CFE Venture

We are entrepreneurs who advise entrepreneurs. Our mission is to make exceptional SME acquisitions accessible to ambitious individuals and organizations.

Built by Operators,
For Operators

CFE Venture was founded on a fundamental observation: the SME market is dramatically underserved by traditional M&A advisors.

Large investment banks pursue billion-dollar deals. Local brokers often lack the sophistication for complex transactions. We identified an opportunity to bring institutional-quality advisory to the SME segment—with a hands-on, partnership-oriented approach that creates genuine alignment.

Our founders have collectively acquired, operated, and sold multiple businesses. We've sat in the buyer's seat, navigated integration challenges, and experienced the profound satisfaction of successful value creation. This operator perspective shapes everything we do.

Today, CFE Venture partners with entrepreneurs, family offices, and investment firms to execute exceptional SME acquisitions and drive transformational growth. We're not mere advisors—we're co-investors who share in both the risk and reward of building enduring businesses.

2009 Founded
200+ Transactions
$2.4B+ Deal Value
45+ Professionals

Principles That
Guide Us

Unwavering Integrity

We counsel with candor, even when the truth is uncomfortable. Trust is earned through consistent honesty, and we never compromise our integrity for short-term gain.

Aligned Interests

When we co-invest in transactions, our success becomes inextricably linked to yours. No conflicts of interest, no hidden agendas—only shared commitment to exceptional outcomes.

Rigorous Process

Every engagement benefits from our systematic, institutional-grade approach. Comprehensive analysis, meticulous preparation, and disciplined execution reduce risk and improve outcomes.

Enduring Relationships

We build partnerships, not transactions. Many clients return for multiple engagements over decades, and we remain engaged long after closing to support their continued success.

Our
Leadership Team

Experienced professionals with deep expertise in M&A, operations, and transformational value creation.

JR

James Richardson

Managing Partner

Former private equity partner with 20+ years of experience. Led acquisitions and operational transformations across manufacturing and business services. MBA, Harvard Business School.

SP

Sarah Park

Partner, M&A Advisory

Investment banking veteran with extensive experience in middle-market transactions. Previously led M&A coverage at a bulge bracket bank. BA, Princeton; MBA, Wharton.

MT

Michael Torres

Partner, Growth Strategy

Operations and strategy expert with experience at McKinsey & Company. Specializes in post-acquisition integration and operational transformation. BS, Stanford; MBA, Chicago Booth.

EW

Emily Watson

Partner, Due Diligence

CPA with deep expertise in financial due diligence and quality of earnings analysis. Previously led transaction advisory at Deloitte. BS, NYU Stern; CPA, CFA.

Our
Partners

Entrepreneurs

Ambitious individuals seeking to acquire their first or next business. We provide the guidance, network, and support to navigate the acquisition process with confidence and achieve exceptional outcomes.

Search Funds

Independent sponsors seeking targets, transaction support, and operational expertise. Our network and experience accelerate the search and acquisition process while improving deal quality.

Family Offices

Private investment offices pursuing direct SME investments. We provide proprietary deal flow, institutional-grade due diligence, and ongoing portfolio company support.

Strategic Acquirers

Operating companies seeking growth through acquisition. We identify compelling targets and execute transactions that strengthen competitive position and create lasting value.

Ready to Partner
With Us?

Whether you're exploring your first acquisition or seeking growth advisory, we invite you to explore how CFE Venture can support your ambitions.