Below is a list with information on 172 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.
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.
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…
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.
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…
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…
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.
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. …
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.
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:…
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,…
Palmarés Advisors are experts in helping technology companies realize their full values and obtain the best possible financial outcomes. We provide world-class advisory services for mergers & acquisitions, fundraising, and strategy. With a team made up of former C-Level executives, operators, and entrepreneurs with a specialty in communications software and mobile/wireless, our hands-on operational experience provides a wealth of strategic and financial expertise to draw upon. We use that experience to help our clients successfully execute and achieve their goals. Palmarés Advisors can help…
Focused on serving the healthcare industry, M&A Healthcare Advisors (MAHA) specializes in sell-side representation, M&A consulting, expert valuations, and other investment banking 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…
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.
Pacifica Advisors offers mergers and acquisitions (M&A) advisory services to small- and medium-sized businesses with an enterprise value of $5 to $150 million throughout the United States and Mexico. Our mission is straightforward: to maximize value for your business.
Protelum Advisors, Inc. is a boutique investment banking firm dedicated to helping business owners achieve life security. We specialize in perfecting your legacy by providing comprehensive solutions relating to mergers & acquisitions, business valuations, and exit planning.At Protelum Advisors, we help make dreams come true. Whether you are looking to grow your business to the next level, transfer it to your children, merge with a strategic buyer, sell outright, or establish a blueprint to eventually exit your business on your terms, The Leland Group can help.Clients of Protelum Advisors.…
Exit Strategies Group provides quality sell-side M&A advisory and business valuation services for $5-100 million revenue closely-held companies, in several industries.If you are looking for a professional M&A Advisor, Investment Banker or Deal Maker to help sell your company and optimize your results, we invite you to contact us for a confidential discussion. We also provide independent business valuation services for M&A, MBO, ESOP, Buy-Sell, tax and other purposes.
You’ve worked hard over the years to build your company. Now that you are thinking about establishing an advisory relationship to help take your company to the next level — or to facilitate an exit — you deserve a team that has the insight and access to guide you to an optimal outcome.Since no two deals are alike, we customize our process to fit your circumstances, never relying on a set formula. The one constant for us is our laser focus on delivering superior results for our clients.Catapult Advisors LLC is an investment bank dedicated to serving the M&A advisory and capital…
Trusted M&A advisors with more than 20 years experience helping Middle Market business owners navigate and negotiate the constantly changing M&A markets across all industries.
We are an independent investment banking firm providing M&A, capital raise advisory and related corporate finance services to middle market and emerging growth companies and their owners. 555 is a trusted advisor and delivers highly focused, personalized and customized services to its clients backed by its success in completing hundreds of transactions valued in the billions of dollars.
