About CFGI
CFGI is a Business Services company based in Boston (United States) founded in 2000 by Nick Nardone, and was acquired by The Carlyle Group in February 2018. Accounting and business advisory services are provided to clients. CFGI has raised $73.02 million across 3 funding rounds from investors including The Carlyle Group, CVC and Flexpoint Ford. The company has 18 employees. CFGI has completed 2 acquisitions, including PAS Financial Advisory and Pine Hill. CFGI was last valued at $1.85 billion in September 2021. Its chief executive, as recorded, is Nick Nardone. Its website cfgi.com draws about 21 thousand monthly visits. CFGI offers products and services including Technical Accounting, Tax Services, Valuation Services, and Forensic Accounting. Its focus areas include Management Consulting Services and Horizontal. Its competitors include Teneo, Cognizant and ZS; 1 of its 3 listed competitors has raised funding.
Company details
CFGI was founded in 2000 and is based in Boston, United States. Operations focus on the accounting and business advisory sector, where technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, cybersecurity, and technology solutions are delivered. Complex client problems are addressed through these services, free from auditor independence constraints. Leadership includes Co-Founder and Co-CEO Nick Nardone.
- Headquarters Boston, United States
- Employees 18
- Founders Nick Nardone
- Stage Acquired
- SectorsBusiness Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website cfgi.com
- Social LinkedIn
- Acquired by The Carlyle Group (Feb 2018)
- Total Equity Funding$73.02M (USD)
in 3 rounds
- InvestorsThe Carlyle Group
& 2 more
- Employee Count18
- Investments & AcquisitionsPAS Financial Advisory
& 1 more
- Acquired byThe Carlyle Group
(Feb 2018)
Products & Services of CFGI
CFGI offers a comprehensive portfolio of products and services, including Technical Accounting, Tax Services, Valuation Services, and Forensic Accounting.
Advisory on complex accounting standards and issues.
Handling income tax compliance and advisory matters.
Assisting with business valuation and optimization.
Investigating financial discrepancies and risks.
Funding Insights of CFGI
CFGI has successfully raised a total of $73.02M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $73.02M
- Total Rounds 3
- Investors Count 2
All 3 funding rounds of CFGI with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2021 | Series D | $1.85B | – | ||
| Feb 2018 | $73.02M | Series C | – | – | – |
| Sep 2014 | Series B | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Sep 2021 | $1.85B | •••••••• |
Last known valuation $1.85B (Sep 2021). 3 investors in total: 3 institutional.
Investors in CFGI
CFGI has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include The Carlyle Group, CVC and Flexpoint Ford.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mezzanine financing and equity investments are provided by CVC. | 1981 | cvc.com | New York, United States | |
Private equity firm focused on financial services and healthcare companies | 2005 | flexpointford.com | Chicago, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com |
Investor details for CFGI
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People of CFGI
106 people are tracked at CFGI (78 in leadership, 28 in team); the tracked headcount is 18.
| Name | Role | Group |
|---|---|---|
Nick Nardone | Co-Founder & Co-CEO | Leadership |
Emma Barnett | Managing Director | Leadership |
Tim Winston | Partner | Leadership |
Lama abu-Amara | Managing Director, Cybersecurity & Data Privacy | Leadership |
Matt Pantera | Partner | Leadership |
Stephen Kretschmar | Director, Transaction Advisory Services | Leadership |
Elena F. | Director | Leadership |
Mallory Black | Managing Director | Leadership |
John Welkie | Managing Director | Leadership |
Brian Pinheiro | Partner | Leadership |
Marie-Pierre Desaulniers | Managing Director | Leadership |
Dave Mulvey | Director - Private Equity Services | Leadership |
Sunny Kasabwala | Managing Director | Leadership |
Albert Ferrer | Managing Director | Leadership |
Madonna Benjamin | Managing Director | Leadership |
Sunil Agarwal | Managing Director | Leadership |
Tasha Sterling | Director | Leadership |
Lisa King | Human Resources Director | Leadership |
James Ballanco | Managing Director | Leadership |
Sigrid Wardlaw | Managing Director | Leadership |
86 more people are available in the full profile.
Complete people profiles for CFGI
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Investments & Acquisitions by CFGI
CFGI has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include PAS Financial Advisory and Pine Hill.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial advisory services along the CFO agenda, with a focus on optimization and reporting | pasfa.de | Stuttgart, Germany | 2014 | Apr 2024 | •••• | |
Provider of financial & risk management technology solution | pinehill.com | Philadelphia, United States | 2007 | Apr 2019 | •••• |
Complete acquisition details for CFGI
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Timeline of CFGI
7 dated milestones of CFGI across 24 years, from founding to its latest funding, stage changes and deals.
- Founded CFGI is founded.
- Funding First funding round.
- Exit Acquired by The Carlyle Group.
- Acquisition Acquires Pine Hill.
- Funding Latest funding round, Series D,.
- Milestone Reaches Unicorn status.
- Acquisition Acquires PAS Financial Advisory.
Competitors of CFGI
CFGI has 3 listed competitors in our database, 1 of them funded. They include Teneo, Cognizant and ZS.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| teneo.com | 2011 | New York, United States | $400M | 313 | Business consulting, financial advisory, and crisis management services are provided. | |
| cognizant.com | 1994 | United States | 14 | Provider of software development, cloud & data management, and IT consulting services | ||
| zs.com | 1983 | Evanston, United States | Strategic and management consulting services are provided worldwide. |
Detailed competitors of CFGI
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Web traffic of CFGI
The website of CFGI (cfgi.com) receives about 20.9K visits a month and ranks #1,447,368 among all websites worldwide, #3,514 in Accounting and Auditing.
- Monthly visits20.9K
▲ 8.4% vs previous month
- Unique visitors7.8K
per month
- Global rank#1,447,368
among all websites
- Category rank#3,514
Finance · Accounting and Auditing
- Bounce rate60%
- Pages per visit1.5
- Average visit15 sec
- DevicesDesktop 35% · Mobile 65%
Websites whose visitors overlap most with CFGI. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| proformative.com | 100% | 13.3K | #1,976,713 | View details | |
| paro.ai | 94% | 55.7K | #813,807 | View details | |
| bridgepointconsulting.com | 94% | 11.5K | #2,081,694 | View details | |
hmtgroup.com | hmtgroup.com | 62% | – | ||
abicgroup.com | abicgroup.com | 62% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for CFGI
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- 10 similar websites
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Top companies in Professional Consulting & Advisory
3 companies that operate in the same segment as CFGI (Professional Consulting & Advisory) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | USD 13.94 B | 56,000 | ||
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | USD 2.94 B | 9,250 |
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Related news about Cfgi
Complete news archive for CFGI
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Frequently Asked Questions about CFGI
CFGI was founded in 2000 and raised its 1st funding round 14 years after it was founded.
CFGI is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Nick Nardone is the CEO of CFGI, as recorded in our data. They have also founded this company.
CFGI is a funded company, having raised a total of $73.02M across 3 funding rounds to date.
CFGI has 18 employees.
CFGI was founded in 2000 and is based in Boston, United States. Operations focus on the accounting and business advisory sector, where technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, cybersecurity, and technology solutions are delivered. Complex client problems are addressed through these services, free from auditor independence constraints. Leadership includes Co-Founder and Co-CEO Nick Nardone.
CFGI offers Technical Accounting, Tax Services, Valuation Services, and Forensic Accounting.
CFGI has made 2 acquisitions, including PAS Financial Advisory, and Pine Hill.
CFGI has 3 investors. Key investors include The Carlyle Group, CVC, and Flexpoint Ford.
The valuation of CFGI is $1.85B as of Sep 2021.
Yes. CFGI was acquired by The Carlyle Group in February 2018.