California Investment Banks

Members (113 results)

The Courtney Group, LLC Investment Bank

  • 2 Closed Deals via Axial
  • 9 Total Closed Deals
The Courtney Group, LLC provides investment banking services to middle market companies in consumer, chemical, healthcare, distribution, manufacturing, and technology industries. We are a boutique firm that is responsive and has an entrepreneurial West Coast spirit. We have offices in Newport…
Most Recent Transactions
Investor
Feb 2020
acquired
Advisor
Dec 2017
divested to
Advisor
Feb 2017
divested to
Investor
Jan 2017
acquired

41 North LLC Investment Bank

  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service.Each of our Managing Directors has over 25 years of working experience in both domestic and…
Most Recent Transactions
Advisor
Sep 2017
was acquired by
Advisor
Aug 2017
was acquired by
Advisor
Aug 2015
was acquired by
Advisor
Jul 2015
was acquired by

Global Capital Markets Incorporated Investment Bank

  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend…
Most Recent Transactions
Advisor
Feb 2016
was acquired by

Broadstream Capital Partners Investment Bank

  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Broadstream Capital Partners, LLC is a Los Angeles-based merchant bank founded in 2001. We focus on providing advisory services to and making investments in companies in the lower middle market.
Most Recent Transactions
Advisor
Sep 2018
was acquired by

Corporate Finance Associates - Los Angeles Investment Bank

  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Our Southern California practice has an exceptional track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both…
Most Recent Transactions
Advisor
Dec 2017
was acquired by

Atlas Technology Group, LLC Investment Bank

  • 98 Total Closed Deals
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and…
Most Recent Transactions
Advisor
Jul 2020
was acquired by
Advisor
Jun 2020
was acquired by
Advisor
May 2020
was acquired by
Advisor
May 2020
was acquired by

NewCap Partners Inc. Investment Bank

  • 76 Total Closed Deals
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have…
Most Recent Transactions
Advisor
Dec 2016
was acquired by
Advisor
Dec 2016
was acquired by
Advisor
Aug 2016
was acquired by
Advisor
Jun 2016
raised capital from

Trinity Capital LLC Investment Bank

  • 69 Total Closed Deals
Trinity Capital LLC is an independent FINRA regulated investment banking boutique. As a trusted advisor, we navigate complicated transactions for family run businesses, large corporations and industry focused investors. Our advisory services include buying and selling private businesses, raising…
Most Recent Transactions
Advisor
Apr 2014
raised capital from
Advisor
Apr 2014
closed recapitalization financing with
Advisor
Apr 2014
was acquired by
Advisor
Apr 2014
was acquired by

Arbor Advisors Investment Bank

  • 42 Total Closed Deals
Arbor Advisors is a Silicon Valley based investment bank focused exclusively on growing technology & technology enabled companies. Founded by technology owners and operators, Arbor is the investment bank for entrepreneurs - executing M&A transactions and private capital raises for mid-market…
Most Recent Transactions
Advisor
Jan 2015
raised capital from
Advisor
Jan 2015
was acquired by
Advisor
Jan 2014
was acquired by
Advisor
Jan 2014
was acquired by

ROTH Capital Partners, LLC Investment Bank

  • 40 Total Closed Deals
ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in San Diego, Los Angeles, Seattle and New York as well as Hong Kong Limited…
Most Recent Transactions
Advisor
Oct 2017
was acquired by
Advisor
Sep 2017
secured acquisition financing from
Advisor
May 2016
raised capital from
Advisor
May 2016
raised capital from

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