About CFGI
CFGI is a company based in Boston (United States) founded in 2000 by Nick Nardone was acquired by The Carlyle Group in February 2018. 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 as of December 31, 2023. CFGI has completed 2 acquisitions, including PAS Financial Advisory and Pine Hill. CFGI offers products and services including Technical Accounting, Tax Services, Valuation Services, and Forensic Accounting. CFGI operates in a competitive market with competitors including KPMG, Teneo, Cognizant, ZS and Prophet, among others.
- Headquarter Boston, United States
- Employees 18 as on 31 Dec, 2023
- Founders Nick Nardone
- Stage Unicorn
-
Sectors
Business Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$73.02 M (USD)
in 3 rounds
-
Latest Funding Round
Not available
-
Investors
The Carlyle Group
& 2 more
-
Employee Count
18
as on Dec 31, 2023
-
Investments & Acquisitions
PAS Financial Advisory
& 1 more
-
Acquired by
The Carlyle Group
(Feb 01, 2018)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of CFGI
Unlock access to complete
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.
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.
|
Locked | Locked | Locked | |
|
Private equity firm focused on financial services and healthcare companies
|
Locked | Locked | Locked | |
|
Private equity investments are directed toward multiple sectors.
|
Locked | Locked | Locked |
Investor details for CFGI
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for CFGI
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Provider of financial advisory services along the CFO agenda, with a focus on optimization and reporting
|
Locked | Locked | 2014 | Locked | |
|
Provider of financial & risk management technology solution
|
Locked | Locked | 2007 | Locked |
Complete acquisition details for CFGI
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - CFGI
Detailed financials for CFGI
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Cfgi Comparisons
Peer comparison for CFGI
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of CFGI
CFGI operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as KPMG, Teneo, Cognizant, ZS and Prophet, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Audit, tax, accounting, strategy, and financial advisory services are provided.
|
|
| Locked | Locked | Locked |
Business consulting, financial advisory, and crisis management services are provided.
|
|
| Locked | Locked | Locked |
Provider of software development, cloud & data management, and IT consulting services
|
|
| Locked | Locked | Locked |
Strategic and management consulting services are provided worldwide.
|
|
| Locked | Locked | Locked |
Brand and marketing consulting solutions provider
|
|
| Locked | Locked | Locked |
Audit, financial advisory, risk management, and tax services are provided.
|
Detailed competitors of CFGI
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Cfgi
Complete news archive for CFGI
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of CFGI. They have also founded this company.
CFGI is a funded company, having raised a total of $73.02M across 3 funding rounds to date.
As of Dec 31, 2023, the latest employee count at CFGI is 18.
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.