The CDI Group
The CDI Group identifies itself as a financial and consulting organization serving business owners, corporate leaders, and strategic partners. Its stated services include buying and selling businesses, mergers and acquisitions, divestitures, valuations, management buyouts and ESOPs, and related consulting services.
The CDI Group presents a broad M&A and business transaction offering.
Its public process covers buyer preparation, seller search, valuation, confidential marketing, buyer qualification, negotiation, due diligence, financing coordination, and closing management. One historical transaction is identified, while the official Businesses for Sale page does not provide a current named completed-transaction archive and the official Request Information page does not publish standard engagement-fee terms.[1][2][3][4][8][9][10][11][12]
What does The CDI Group do?
The CDI Group identifies itself as a financial and consulting organization serving business or company owners, corporate leaders, and strategic partners.
The official contact page lists a corporate support center in McLean, Virginia, and identifies Taylor Devine as Founder and Managing Partner. The firm publicly presents services spanning business sales and acquisitions, M&A, divestitures, valuations, strategic planning, and related consulting.[1][2][3]
CDI publicly lists buying and/or selling a business, mergers and acquisitions, divestitures, outsourcing the M&A function, management buyouts and ESOPs, crisis and turnaround management, appraisals and valuations, value enhancement, strategic planning and consultative services, and international services.
Its stated sell-side process includes preparing the business and owner for sale, valuation or appraisal work, confidential marketing, potential-buyer development, buyer qualification, LOI or purchase-agreement negotiation, due diligence, and closing management. Its stated buy-side process includes buyer preparation and qualification, target-company profiling, acquisition-plan construction, seller search and qualification, due diligence, financing coordination, and closing management.[3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring The CDI Group?
For an owner evaluating a sale, CDI publicly emphasizes confidential preparation and marketing, valuation or appraisal work, buyer-list development, buyer qualification, negotiation, due diligence, and closing management. Its disclosed sector experience includes technology-driven companies, government contractors, IT networking and services, engineering, and manufacturing, while its international materials describe support for foreign buyers seeking U.S. businesses, U.S. buyers seeking foreign sellers, and U.S. sellers attractive to foreign buyers.
The official Businesses for Sale page does not provide a current named completed-transaction archive or recent CDI deal examples, and the official Request Information page does not publish standardized fee terms. An owner should therefore request current representative transactions, the proposed buyer universe, fee mechanics, confidentiality procedures, responsible personnel, conflicts procedures, and the legal entity and regulatory channel that would handle the engagement.[4][5][6][7][11][12]
Which legal entity would sign the engagement letter and receive fees, and how does any Eaton Square platform relationship affect the engagement
What are the retainer, success-fee, minimum-fee, tail, termination, and expense provisions for the proposed assignment
Can CDI provide recent completed transactions in the seller's sector, including transaction date, buyer type, size range, and CDI's role
What size transactions and clients does The CDI Group focus on?
CDI team biographies identify experience in technology-driven companies, government contractors, IT networking, engineering, and service companies. Another official biography states that the firm assists small to mid-sized manufacturers through its corporate development and M&A practice areas.
These disclosed areas describe personnel and practice experience rather than an exclusive sector mandate.[5][6]
An official biography for G. Terry Jones states that CDI represented Jones and his partner in the sale of their company and created and managed the successful sale transaction in late 2005.
The official Businesses for Sale page does not provide a current named completed-transaction archive or recent CDI deal examples. It directs users to external listing platforms.[5][11]
The firm publicly describes support for acquisitions, business sales, mergers, divestitures, management buyouts, ESOPs, and outsourced M&A functions. Its process descriptions cover both buy-side and sell-side assignments, including valuation, target or buyer development, negotiation, diligence, financing coordination, and closing management.[3][4]
What does The CDI Group publicly disclose about fees, process and engagement terms?
The official Businesses for Sale page directs users to external listing platforms and does not identify completed CDI transactions, transaction values, buyer identities, seller identities, or consideration terms on that page. That page also does not provide a current named completed-transaction archive or recent CDI deal examples.
The official Request Information page does not publish a universal success-fee percentage, minimum fee, retainer amount, tail period, termination schedule, or standard engagement-fee formula.[11][12]
CDI states that some associates are registered representatives of StillPoint Capital, LLC, and that securities transactions are conducted through StillPoint Capital, which the site identifies as a FINRA and SIPC member. The site also states that StillPoint Capital is not affiliated with The CDI Group.
The official team page identifies Taylor Devine as a registered representative of StillPoint Capital and lists Series 7, 79, 82, 99, and 63 qualifications. These disclosures describe certain associates and a securities transaction channel; they do not state that The CDI Group itself is a FINRA or SIPC member.[3][12]
CDI’s public M&A process includes buyer preparation and qualification, target profiling, acquisition-plan construction, seller search, due diligence, LOI or purchase-agreement presentation, financing coordination, and closing management.
For sellers, CDI describes confidential preparation and marketing, valuation, construction of a potential-buyer list, qualified-buyer screening, negotiation, due diligence, and closing management.[4]
Questions to ask before hiring The CDI Group
Which legal entity would sign the engagement letter and receive fees, and how does any Eaton Square platform relationship affect the engagement?
What are the retainer, success-fee, minimum-fee, tail, termination, and expense provisions for the proposed assignment?
Can CDI provide recent completed transactions in the seller's sector, including transaction date, buyer type, size range, and CDI's role?
Which personnel would be responsible for valuation, buyer outreach, negotiations, diligence, and closing management?
If securities or capital-raising services are involved, which services would be conducted through StillPoint Capital and which would be outside that channel?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Investment approach
- Industry / market focus
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction size / criteria
- Transaction size / criteria
- Public disclosure information
- Structure / regulatory context
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.