California Investment Banks

There are 119 California Investment Banks featured in Axial's lower middle market Directory. California Investment Banks listed in this Directory include data about the firm's M&A activities in the lower middle market. Access more detailed information about lower middle market California Investment Banks by joining Axial as a member. Connect with the right deal partner at the right time, leveraging the power of the Axial network.

Members (119 results)

Peak Technology Partners LLC

Investment Bank
  • 4 Closed Deals via Axial
  • 14 Total Closed Deals
We are a boutique investment bank specializing in M&A and ​capital raise transactions for high-growth technology companies.ExperienceThe PEAK team has been advising technology companies on critical financing and strategic transactions for over 50 yearsHas successfully completed over 175…
Most Recent Transactions
Advisor
Sep 2021
was acquired by
Advisor
Aug 2021
was acquired by
Advisor
Jul 2021
raised capital from
Advisor
Mar 2021
was acquired by

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

MS Capital

Investment Bank
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
MS Capital is a sister company to Marshall & Stevens, Inc. that provides M&A advisory, capital markets, corporate finance, and investment banking services to a diverse client base, including closely-held businesses, corporations, financial institutions, financial sponsors, hedge funds, and private…
Most Recent Transactions
Advisor
Sep 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Global Capital Markets Incorporated

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
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
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Oct 2022
was acquired by
Advisor
Sep 2021
was acquired by

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

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
  • 131 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
Feb 2023
was acquired by
Advisor
Jan 2023
was acquired by
Advisor
Jan 2023
was acquired by
Advisor
Oct 2022
was acquired by

Solganick & Co.

Investment Bank
  • 16 Total Closed Deals
Founded in 2009, Solganick & Co. is a data-driven investment bank and M&A advisory firm focused exclusively on software, healthcare IT, and tech-enabled services companies. Offices are located in Austin, Dallas, Los Angeles, and San Francisco. Our deal team has completed over $20 billion in M&A…
Most Recent Transactions
Advisor
Jun 2023
was acquired by
Advisor
Oct 2022
was acquired by
Advisor
Sep 2021
was acquired by
Advisor
Jul 2021
was acquired by

Genoa Partners

Investment Bank
  • 11 Total Closed Deals
Genoa Partners is an M&A advisory firm. We are dedicated to selling privately held businesses and executing corporate finance transactions for growing companies, their owners and intrepid entrepreneurs. Headquartered in Costa Mesa, California with Managing Directors located in Los Angeles and…
Most Recent Transactions
Advisor
Nov 2022
was acquired by
Advisor
Aug 2022
was acquired by
Advisor
Nov 2021
was acquired by
Advisor
Sep 2016
was acquired by

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