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Top M&A Advisory Firms in California - Axial

Below is a list with information on 189 Top M&A Advisory Firms in California. Top M&A Advisory Firms in California featured in this Directory include data about the firm's M&A activities in the lower middle market. You can access more profiles of Top M&A Advisory Firms in California 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 (189 results)

RoseBiz

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 19 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 has spent 27 years in the Microsoft Partner Channel and has unparalleled experience in creating, growing and selling software and services firms. 
Most Recent Transactions
Advisor
Jan 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Sep 2023
was acquired by
Advisor
Feb 2023
was acquired by

KeyStone Business Advisors

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 8 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 in most industries including manufacturing, wholesale/distribution, service, ecommerce, software, IT, logistics, professional services and healthcare. All Keystone M&A Advisors are experts managing the sale process and excel in keeping things moving forward in an orderly manner to ensure that…
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Apr 2021
was acquired by
Advisor
Apr 2019
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 finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.This wealth of…
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

The Magnolia Firm

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 22 Total Closed Deals
The Magnolia Firm is a specialized M&A firm specializing in privately-held digital SMBs.What's unique about TMF?The Magnolia Firm's team of intermediaries are all former entrepreneurs - so we have exits of our own and know exactly what this process is like.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Jan 2024
was acquired by
Advisor
Dec 2023
was acquired by

ProNova Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 10 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 include insurance agencies and books of business, manufacturing businesses, wholesale & distribution businesses, and nearly every kind of retail business found on "Main St." We are comfortable with $50MM+ run rate enterprises as much as we are pre-revenue start-ups that are looking for business…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Jun 2024
was acquired by
Advisor
May 2024
was acquired by

Peregrine Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
As experienced M&A advisors, we have a robust network of acquirers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual transaction.With more than 80 completed transactions, our team provides continuous experience across myriad industries. We pride ourselves on excellent and timely execution of a variety of Merger & Acquisition transactions in the sectors of manufacturing, distribution, consumer products, healthcare, logistics, and beyond.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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 making acquisitions. We also focus on smaller ($1M - $10M Revenue) companies that we believe are highly scalable and destined for great things but whose management/ownership recognizes its own limitations in achieving their goals and have decided their companies are a perfect add on to a platform company…
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 transacted and then, when appropriate, secure competitive financing. Hedman M&A advisory services include: · Investment banking, including both sale and purchase transactions· Financing and loan brokering· Business valuations· Exit or Succession Planning Our unbiased in-depth knowledge and…
Most Recent Transactions
Advisor
Sep 2023
was acquired by

Hart Marx Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Hart Marx Advisors is a boutique M&A Advisory firm specializing in the mobility and transportation sectors, leveraging an extensive network of investors, owners, and industry leaders born from HMA’s decades of direct industry experience. HMA has expertise in the Performance, OE Parts, Aftermarket, Heavy Duty, Motorsports, Chemicals, and Powersports markets across manufacturing, distribution, and service businesses.
Most Recent Transactions
Advisor
May 2024
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 late sixties had executive roles with several multi-national public companies (including a subsidiary of WR Grace, NY) in the sales/marketing function in the UK prior to partnering and building a multi-million dollar revenue engineering/electroplating company in London.Immigrated to the US in 1981. …
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
  • 2 Total Closed Deals
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 of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real…
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Nov 2023
was acquired by

Candor Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Candor Advisors works with founder led businesses to drive maximum value at sale, whether that's defined as highest price, best employee engagement, or most meaningful legacy. We know what buyers pay up to acquire, which type of buyer (private equity or strategic) are right for your company, and whether an ESOP or management buyout might be a better solution.
Most Recent Transactions
Advisor
Aug 2024
was acquired by

Keystone Capital Markets Actively Sourcing Deals

M&A Advisory Firm
  • Actively Sourcing Deals
  • 90 Total Closed Deals
Keystone Capital is a leading Southern California based Investment Bank that provides sophisticated M&A and financial advisory services to middle-market businesses. We offer our clients the expertise and capabilities of a large Wall Street Investment Bank coupled with the energy and attention of a smaller, more entrepreneurial firm. We believe investment banking is about relationships and results, and we rely upon our extensive experience to extract maximum value for our clients. Our philosophy emphasizes lasting, value added relationships, and is founded on an approach that delivers:…
Most Recent Transactions
Advisor
Feb 2024
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jun 2023
was acquired by

The Independence Group

M&A Advisory Firm
  • 54 Total Closed Deals
Interacting on a day-to-day basis with numerous company owners and executives gives The Independence Group the inside track on qualifying businesses for sale. Private Equity Groups (PEGs) seeking platform and add-on acquisitions for their investment portfolios trust our team to provide professional buyside search services. Generally, engagements are non-exclusive arrangements to provide acquisition assistance in the following ways:Search for business acquisition candidates in the PEG's specific industries of interestQualify these companies based on parameters provided by the PEG (i.e. size,…
Most Recent Transactions
Advisor
Feb 2024
was acquired by
Advisor
Jan 2024
was acquired by
Advisor
Sep 2023
was acquired by
Advisor
Sep 2023
was acquired by

Sunbelt Business Brokers - San Jose

M&A Advisory Firm
  • 46 Total Closed Deals
Sunbelt is the world’s largest network of business broker offices. The Sunbelt network has hundreds of offices worldwide.We, at Sunbelt Business Brokers Greater Bay Area in San Jose, pride ourselves for having a successful closing ratio of 73% vs. the national average of 23%. However, even more important to our clients is knowing that we always maintain complete honesty and confidentiality throughout your business brokerage process. All of our brokers keep an extremely high level of professionalism, ethics, and integrity. They manage a limited amount of listings to ensure to always have the…
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Jul 2023
secured investment from
Advisor
Jul 2023
secured investment from
Advisor
May 2023
secured investment from

M&A Healthcare Advisors

M&A Advisory Firm
  • 33 Total Closed Deals
Focused on serving the healthcare industry, M&A Healthcare Advisors (MAHA) specializes in sell-side representation, M&A consulting, and expert valuation services to help lower-middle market clients sell or merge their healthcare business. Our core purpose is to provide comprehensive, efficient, and committed transactional support for emerging or established, lower-middle market healthcare businesses. Our team is highly accessible, experienced, process-driven, and seeks to bring a superior level of guidance to every engagement. We relentlessly advocate for our…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Apr 2023
was acquired by
Advisor
Apr 2023
was acquired by
Advisor
Apr 2023
was acquired by

Plethora Businesses

M&A Advisory Firm
  • 32 Total Closed Deals
Plethora Businesses is a leading M&A firm specializing in business sales, mergers, acquisitions and valuations for privately owned businesses.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
May 2024
was acquired by
Advisor
May 2024
was acquired by
Advisor
Mar 2024
was acquired by

Telegraph Hill Advisors

M&A Advisory Firm
  • 21 Total Closed Deals
Telegraph Hill Advisors (THA) is a boutique investment bank based in San Francisco that provides merger and acquisition, capital raising, and financial advisory services to emerging growth technology companies in the Enterprise Software, Data Analytics, AI/ML, Communications Technology, IoT, and Digital Media sectors.
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Nov 2023
was acquired by

BizEx

M&A Advisory Firm
  • 15 Total Closed Deals
BizEx is a Los Angeles Business Broker providing M&A quality services for small business owners. We leverage our technology and expertise to simplify and expedite the buying and selling of businesses. In the buy sell business transaction, matching the right Buyer with the right Business is how we define success.
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Sep 2023
secured investment from
Advisor
Dec 2021
secured investment from
Advisor
Sep 2021
secured investment from

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