Janney Montgomery Scott (“Janney”) is pleased to announce that it has served as the exclusive financial advisor to CFO Strategic Partners (“CFOSP”), a premier provider of interim and part-time CFO and controller services, on its sale to Atlantix Partners (“Atlantix”), a financial and business advisory firm. Atlantix is a portfolio company of Pine Tree Equity Management, LP (“Pine Tree Equity Partners”), a Miami-based private equity firm. Janney crafted and executed a competitive sale process that resulted in significant interest in the CFOSP opportunity.

Shannon Carbone, founder and seller of CFOSP, commented, “I am truly grateful for the Janney team and couldn’t be more pleased with their process and the results. They guided us through each step along the way and were instrumental in making this happen.”

About CFO Strategic Partners

Based in the attractive and fast-growing Central Florida region, CFOSP provides outsourced chief financial officer and other financial consulting services to middle market businesses. Through a highly skilled, experienced staff, CFOSP provides smaller organizations access to sophisticated financial guidance typically enjoyed only by large companies. The company was founded in 1999 by Shannon Carbone and has expanded into the provider of choice in the Central Florida area and beyond.

For more information on CFOSP, visit www.cfosp.com.

About Atlantix Partners

Atlantix is a financial and business advisory firm providing a broad range of consulting solutions to middle-market companies, including public and private companies, portfolio companies, private equity owners, lenders and executive teams. Atlantix was founded in 2014 and is based in Ft. Lauderdale, FL.

For more information on Atlantix Partners, visit www.atlantixparters.com.


About Pine Tree Equity Partners

Pine Tree Equity, based in Miami, FL, is a private equity firm focused on the investment in and expansion of small capitalization companies – with revenue of $10.0 million to $50.0 million – in partnership with management.

For additional information, please visit www.pinetreeequity.com.

Contact us for more information

David Allebach

Managing Director, Head of Corporate Advisory Group

Contact David Allebach

Mike Huecker

Director, Business Services

Contact Mike Huecker

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