About CFGI

Celebrating
25 Years
of Excellence

Executing on client’s most critical initiatives, when it matters most.

3KActive Clients
1,400Ex-Big 4 Professionals
30Global Offices
200Sponsors Served
10KTransactions
300IPOs
Independent by Design · No Audit Restrictions
Who we are

An established leader. An independent partner. A full-service resource across finance.

CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, tax, and compliance landscape. Our team of over 1,400 former Big Four professionals brings expertise across every critical finance, accounting, and advisory function—from technical accounting and capital markets through tax, ESG, cybersecurity, and business transformation.

Founded in 2001 and backed by two of the world’s largest private equity firms—The Carlyle Group and CVC Capital Partners—CFGI serves thousands of global clients from over 30 offices throughout the Americas, Europe, and Asia Pacific. By choosing CFGI as your partner, you gain access to a full-service resource equipped to efficiently address your most crucial challenges.

What sets us apart

Four things that make CFGI different from every other advisory firm.

01

No audit independence restrictions

CFGI is free from auditor independence constraints. We can prepare the memos, financial statements, and documentation that auditors cannot do alongside management—and we can work directly with the audit team throughout the engagement.

02

Big Four depth, boutique attentiveness

Every CFGI professional comes from a Big Four national office background. Clients get the technical rigor and breadth of a global firm with the responsiveness, speed, and direct partner access that a boutique firm provides.

03

A roll-up-the-sleeves approach

CFGI practitioners work alongside management, not above it. We function as an extension of the internal team, embedded in the business, doing the work—not just advising on it. That’s a materially different model from the traditional advisory relationship.

04

Full-service across every critical mandate

The challenges businesses face span technical accounting, tax, capital markets, technology, risk, ESG, and operations. CFGI covers all of it under one roof, with cross-functional practitioners who move between workstreams without siloed handoffs.

Our story

From a single Boston office to 30+ locations worldwide.

Founded 2001 · Boston, MA

Growing roots in Boston

Founded in Boston, Massachusetts, by Nick Nardone and Shane Caiazzo in 2001, CFGI emerged as the go-to partner for CFOs, addressing critical finance and accounting needs without the constraints of auditor independence. The firm established a prominent brand in Boston and extended its reach as an independent accounting advisory services team, with capabilities comparable to the Big Four national offices.

The model was clear from the start: senior Big Four professionals who work alongside clients, not from a distance—embedded in the engagement, doing the work that auditors cannot do alongside management, and doing it faster than anyone else.

2001Year CFGI was founded in Boston, MA
New York 2014 · Institutional backing 2018–2022

Institutional backing and national growth

CFGI’s first venture outside of Boston led to New York in 2014. The grassroots model proved scalable: practitioners near clients, working side by side, in every market. Over the years that followed, the firm grew into 30+ offices across the United States and beyond, and evolved its service offerings to cover the expanding needs of clients across every industry.

With strategic partnerships with The Carlyle Group in 2018 and CVC Capital Partners in 2022—two of the largest private equity firms in the world—CFGI gained the institutional backing needed to fuel national and global growth without compromising the independence that defines the firm’s value to clients.

30+Offices across Americas, Europe & Asia Pacific
London 2022 · Edinburgh, Dublin, Singapore

Our continued commitment while going global

CFGI’s journey went international with the opening of its first office in London in 2022. The firm has since expanded to Edinburgh, Dublin, and Singapore, establishing a footprint across the Americas, Europe, and Asia Pacific that reflects a commitment to providing unparalleled services on a worldwide scale.

The international expansion brings the same model that worked in Boston and New York to global clients: senior practitioners, no audit restrictions, full-service across every mandate, and an approach built for the complexity of operating across multiple jurisdictions and accounting frameworks.

4International markets: UK, Ireland, Singapore & more
Our people

Visionary leaders. Community-first culture.

CFGI’s people are visionary leaders who embody the courage, dedication, expertise, and insight needed to achieve bold new milestones. The firm empowers its employees to leverage their previous knowledge and experiences to craft innovative strategies for clients. Every member of the team possesses the talent, determination, and knowledge necessary to deliver top-notch client service.

CFGI is a community-first corporation. People are the priority—internally and externally. The firm is always looking for ways to bring individuals together to support community causes, and to create an environment where the best finance and accounting professionals in the world want to build their careers.

The CFGI model

Independence is the operating model, not a constraint we work around.

CFGI was built from day one around a single insight: the most important work a business needs done is often the work the auditor cannot do. CFGI fills that gap with senior practitioners who have done it before, at Big Four depth, without any independence restriction in the way.

An extension of your team. Not a vendor.

  • Senior practitioners, not junior teamsCFGI engagements are staffed with senior professionals who have done this work before. Clients work directly with the people who have the expertise, not with teams supervised from a distance.
  • Faster than the competitionCFGI offers flexible and responsive staffing models that move faster than competitors. When a timeline is compressed—by an audit, a transaction, or a regulatory deadline—the team is already moving.
  • Trusted advisor, not one-time engagementCFGI becomes a long-term partner for its clients, not a single-project vendor. The firm’s continued support on ongoing questions is a hallmark of how engagements are managed.
  • Cost-effective expertiseBig Four expertise combined with competitive pricing delivers unmatched value. CFGI scales to any size, scope, and duration to fit the needs of a project—without the overhead of a global audit firm.
  • Backed by institutional capitalCarlyle and CVC Capital Partners provide the institutional foundation for CFGI’s continued growth and investment in talent, technology, and global expansion.
Institutional backing

Backed by two of the world’s largest private equity firms.

The Carlyle Group
Strategic Partnership · 2018

The Carlyle Group is one of the world’s largest and most diversified global investment firms. CFGI’s strategic partnership with Carlyle beginning in 2018 provided the institutional backing and resources that allowed the firm to accelerate national growth, expand its service offerings, and build the talent infrastructure for a global advisory firm.

CVC Capital Partners
Strategic Partnership · 2022

CVC Capital Partners is one of the world’s leading private equity and investment advisory firms. CVC’s partnership with CFGI in 2022 further strengthened the firm’s institutional foundation and fueled the international expansion that brought CFGI to London, Edinburgh, Dublin, and Singapore, with continued global growth ahead.

Global footprint

30+ offices across three regions.

Through a grassroots service model, CFGI maintains a presence near its clients so practitioners can work side by side. The firm operates across the Americas, Europe, and Asia Pacific.

Americas
  • Boston, MA (Headquarters)
  • New York, NY
  • Chicago, IL
  • San Francisco, CA
  • Los Angeles, CA
  • Denver, CO
  • Houston, TX
  • Dallas, TX
  • Atlanta, GA
  • Charlotte, NC
  • Philadelphia, PA
  • Washington, D.C.
  • Minneapolis, MN
  • And additional U.S. locations
Europe
  • London, United Kingdom
  • Edinburgh, United Kingdom
  • Dublin, Ireland
  • Frankfurt, Germany
  • Paris, France
Asia Pacific
  • Singapore

Join the team.

CFGI is always looking for exceptional former Big Four professionals who want to do the most interesting work in accounting and advisory, alongside the best clients in the world. Discover your next opportunity.

View open roles →