California M&A Advisory Firms

Below is a list with information on 188 California M&A Advisory Firms. California M&A Advisory Firms featured in this Directory include data about the firm's M&A activities in the lower middle market. You can access more profiles of California M&A Advisory Firms like these, by becoming a member of Axial. No matter the transaction type, Axial can help connect you with the right deal partner at the right time.

Members (188 results)

KeyStone Business Advisors

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 7 Total Closed Deals
Keystone Business Advisors is Southern California-based full-service M&A advisory firm. Keystone specializes in managing the sale of privately-owned California-based businesses with annual revenues up to $100 million. The firm has completed over 200 + transactions and has considerable experience…
Most Recent Transactions
Advisor
Apr 2021
was acquired by
Advisor
Apr 2019
was acquired by
Advisor
Jan 2017
was acquired by
Advisor
Dec 2016
was acquired by

RoseBiz

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 3 Total Closed Deals
RoseBiz, Inc. provides M&A Advisory services to Technology Channel Partners; Value Added Resellers (VAR), Managed Service Providers (MSP), Cloud Service Providers (CSP),Independent Software Developers (ISV) and Infrastructure Providers (IaaS) and Hosters of Private Clouds. Linda Rose, the founder…
Most Recent Transactions
Advisor
Jan 2023
secured acquisition financing from
Advisor
Dec 2021
was acquired by
Advisor
Jun 2018
was acquired by

Meritage Partners, Inc.

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 37 Total Closed Deals
Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

ProNova Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
ProNova Partners is a full service lower middle market advisory firm. We provide forward thinking solutions to a diverse client base throughout North America and source Buyers throughout the world in order to command the highest possible purchase price for our engagements. Industries we focus on…
Most Recent Transactions
Advisor
Apr 2022
was acquired by
Advisor
Dec 2014
was acquired by

Common Ground Mergers and Acquisitions

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
*Common Ground Mergers & Acquisitions is a division of Common Ground Business Brokers, a California based business brokerage, and is focused on the sale of lower middle market companies (>$10M Revenue). We seek to find common ground between those companies seeking exit opportunities and those…
Most Recent Transactions
Advisor
Nov 2018
was acquired by

Hedman M&A Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Hedman M&A professionals are skilled and experienced at working with business owners and corporate management who are considering merging, acquiring or selling their businesses. Our professionals help to define the goals of their exit or acquisition strategy, identify a value for the entity being…
Most Recent Transactions
Advisor
Sep 2023
was acquired by

JMR Capital, Inc.

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 5 Total Closed Deals
JMR Capital provides advisory services to sellers of privately owned businesses. Most of the companies we represent are valued between $2 and $20 million and are located in California. Mark Richardson, the company's founder has been brokering transactions since 1982.
Most Recent Transactions
Advisor
Aug 2019
was acquired by
Advisor
Feb 2019
was acquired by
Advisor
Aug 2018
was acquired by
Advisor
Jun 2017
was acquired by

Solomons Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
Julian Solomons, Managing PartnerMr. Solomons was the Number One Intermediary Nationwide for five of eight years when he was with the VR Brokerage Group!Born London, England - Graduated Westminster University, London with a degree in Economics, Law and Accounting - (similar to an MBA)Since the…
Most Recent Transactions
Advisor
Aug 2017
was acquired by
Advisor
Nov 2014
was acquired by
Advisor
Jan 2013
was acquired by

Pasadena Private

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines…
Most Recent Transactions
Advisor
Nov 2023
was acquired by

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