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Top California M&A Advisory Firms

Explore 174 California M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

California M&A Advisory Firms

174

Active Firms

135

TTM Deal Flow

$3M-$12M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 38%
Healthcare 21%
Technology 17%
Consumer Goods 10%
Business Services 7%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Showing 81-100 of 174 M&A Advisory Firms

Sorted by recent activity

Ascend Strategic Partners, LLC

16 Total Closed Deals
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Ascend Strategic Partners is a mergers & acquisitions (M&A) advisory firm geared specifically for owners of middle-market businesses with earnings of $1 to $25 million and deal values of $5 to $200 million. Our team has completed over 100 transactions and over 500 M&A engagements. We have 15 M&A professionals and over 50 professionals (ex-CEO's and top consultants) throughout the US with deep expertise in most industry sectors .

Recent Transactions

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  • Dec 2024 Advised Carson Landcape Industries in its sale to Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Jul 2023 Advised Bay Area Concretes in its sale to Anonymous Company

Eagle Pointe Capital. LLC

16 Total Closed Deals
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Eagle Pointe Capital is a boutique investment banking firm focused exclusively on the lower middle-market, which we define generally as companies having revenue of at least $10 million and minimum EBITDA of $2 million. We provide best-in-class M&A advisory solutions for the owners of privately-held businesses operating within the following sectors: industrials & manufacturing, business services, consumer, and technology. Our partners believe that life is too short to waste anyone’s valuable time, thus we are candid in our assessments and selective with regards to client engagements.

Recent Transactions

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  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2024 Advised Confidential Company in its sale to Confidential Company
  • Sep 2023 Advised Solid Restoration in its sale to Timoneer Strategic Partners
  • Aug 2023 Advised Advanced Integration Technologies in its sale to UCT

Seapoint Business Advisors

12 Total Closed Deals
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Over $1 billion in completed transaction experience, Seapoint are M&A advisors focused on selling companies with transaction values between $10 and $200 million.

Recent Transactions

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  • Jul 2023 Advised Serene Innovations in its sale to Private Financial Buyer
  • Jul 2023 Advised A.F Machine & Tool Co. in its sale to Private Financial Buyer
  • Jul 2023 Advised DEL Aerospace, Inc. in its sale to Private Financial Buyer
  • Jul 2023 Advised Matson Industrial Finishing in its sale to Private Financial Buyer

Catapult Advisors LLC

12 Total Closed Deals
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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…

Recent Transactions

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  • Nov 2024 Advised Good & Co in its sale to Stepstone
  • Nov 2024 Advised Federated Wireless on an investment from Charter, American Tower, Arris, GIC
  • Nov 2024 Advised Mimosa Networks in its sale to Airspan
  • Jun 2024 Advised Terradatum in its sale to Lone Wolf

WaveEdge Capital

11 Total Closed Deals
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WaveEdge Capital is a boutique investment bank based in Silicon Valley that delivers world-class strategic and financial services to lower middle market companies in the healthcare and life science sectors.WaveEdge Capital and its licensed broker dealer affiliate, WaveEdge Partners, specialize in mergers & acquisitions and capital raises. Our practice focuses on healthcare services (including medical groups, clinics and healthcare staffing), pharma services (including CROs, CDMOs, packaging and other companies supporting pharma companies in development), health & wellness (including…

Recent Transactions

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  • Feb 2024 Advised All Access Ortho in its sale to Confidential Company
  • Aug 2023 Advised Diaceutics in its sale to Neogenomics
  • Aug 2023 Advised Pozen in its sale to Sanofi
  • Aug 2023 Advised Regulatory Pathways Group Inc. in its sale to ClinReg Consulting Service Inc.

SiVal Advisors

10 Total Closed Deals
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SiVal Advisors, founded in 2002, advises its clients on a wide variety of merger & acquisition and financial advisory engagements, with particular emphasis on technology companies. The partners at SiVal, with their diverse backgrounds as business enterprise founders, CEO's, technology executives and investment bankers, combine this unique blend of operating and transaction experience for the benefit of each client engagement. At SiVal, our industry experience is both broad and deep. We invest the time to understand each company's business and the markets it serves, as we believe this is…

Recent Transactions

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  • Jul 2023 Advised Loqate in its sale to GBGroup
  • Aug 2021 Advised Care Advantage in its sale to BelHealth
  • Oct 2019 Advised Citilabs, Inc in its sale to Bentley Systems
  • Sep 2019 Advised Citilabs Inc in its sale to Bentley System Inc

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555 Capital Advisors, LLC

10 Total Closed Deals
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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.

Recent Transactions

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  • Jul 2023 Advised TriPAQ, Inc. in its sale to New-Indy Containerboard
  • Jul 2023 Advised Servicon in its sale to Preferred Property Maintenance (PPM)
  • Jun 2022 Advised VFS Fire & Security Services in its sale to MeshWrx
  • Jan 2022 Advised Labeltronix in its sale to AWT Labels & Packaging

Avant Advisory Group

8 Total Closed Deals
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Avant Advisory Group is a preeminent management consulting firm supporting primarily entrepreneurial and middle-market companies, as well as their management, capital providers, intermediaries, and other professionals. We are committed to providing the highest quality strategic, operational, and financial advisory solutions to leverage the utmost trust of our clients.We accomplish this by applying our business acumen, independent and objective insights, and wealth of experience and knowledge to our clients’ needs. Our firm’s managing directors are credentialed certified public…

Recent Transactions

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  • Mar 2023 Advised Confidential Company in its sale to Confidential Company
  • Oct 2022 Advised Elite Global Solutions in its sale to CFS Brands
  • Jul 2022 Advised Nor Cal Roofing in its sale to Patton Developments, Inc
  • Jul 2022 Advised Reborn Home Solutions in its sale to Renovo Home Partners

The Advisory Group, Inc.

7 Total Closed Deals Actively Sourcing Deals
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The Advisory Group, Inc. is both a co-investor and buy-side acquisition advisory firm. We work primarily within the broadly defined consumer products industry, with an emphasis on the food and ag sectors. This has been our only business since 1998. The Advisory Group distinguishes itself from other acquisition advisors by providing a unique combination of capital, access, industry experience and candidate knowledge. The firm's network consists of well-known private equity firms, corporations large and small and family offices. The firm is comprised of individuals possessing many years of…

Recent Transactions

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  • Jul 2013 Advised Mesa in its sale to Encore Consumer Capital
  • Jun 2013 Advised Nebraska Oat Milling Business owned by ConAgra Foods, Inc in its sale to 21C Holdings, LP
  • Apr 2013 Advised C&T Malt in its sale to Castle Harlan, Inc and CHAMP Private Equity
  • Feb 2013 Advised Galaxy Nutritional Foods, Inc in its sale to Galaxy Partners, LLC

Westwood-Benson

4 Total Closed Deals
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Westwood-Benson is a leading provider of professional services for confidential business sales, mergers & acquisitions, company valuations, exit planning and advisory services for business owners and companies desiring to sell, value or raise capital for their business. Westwood-Benson is known as an innovative leader in mergers and acquisitions and the sale of businesses throughout California and the Western United States. Westwood-Benson advisors can be reached at (916) 788-1939. www.WestwoodBenson.com

Recent Transactions

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  • Oct 2013 Advised VS Mortgage Servicing on an investment from RCO Services
  • Apr 2013 Advised LA Security Systems in its sale to Vericom Inc.
  • May 2012 Advised Microvision in its sale to Investor Group
  • Oct 2011 Advised Omni Mountain LLC in its sale to Altec Systems, Inc.

Centurion 7 Business Advisors

4 Total Closed Deals
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Centurion 7 Business Advisors is an M&A advisor and intermediary. We build legacies through exit strategies consultation and guiding company sellers through the mergers and acquisitions process.Centurion 7 has served as a consultant to business owners in many industries, but focuses primarily on engineering, construction, transportation, and manufacturing.

Recent Transactions

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  • Jul 2022 Advised Nor Cal Roofing in its sale to Patton Developments, Inc
  • May 2020 Advised West Coast Glazing, Inc. in its sale to Confidential Company
  • Jan 2019 Advised Fit Eats, Inc. in its sale to Delicious International LLC
  • Aug 2018 Advised MarkSYS, LLC in its sale to Endurance Square, LLC

Mauch Business Solutions

2 Total Closed Deals
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At MBS, we recognize that you have dedicated your life to building your business, now it’s time to realize the value. The passion and purpose that has brought you to this point should be shared by the partner you choose to guide you through your next steps. Mauch Business Solutions (MBS) is that partner.Ken Mauch, principal of MBS, has enjoyed a long career with experience representing clients in a wide range of activities, including over 20 years in the ophthalmology and medical manufacturing industries. He has represented clients in a spectrum of markets including private medical…

Recent Transactions

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  • Dec 2023 Advised Confidential Company on an investment from Confidential Company
  • Dec 2023 Advised Confidential Company on an investment from Confidential Company

Global Business Group

2 Total Closed Deals
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Global Business Group (GBG) is a professional business brokerage firm specializing in selling small businesses with annual revenue between $500,000 and $25,000,000. Over the past 10 years we established our reputation as being a trusted business intermediary with long track record of delivering results - one sold business at a time. We never compromise our client's confidentiality and always keep their interests at heart. Our clients' testimonials are live proof of it.The main reason our clients select GBG is because our success rate is considerably higher than in the industry. It is a result…

Recent Transactions

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  • Feb 2013 Advised PNMT in its sale to Private Individual
  • May 2012 Advised Kern Bluff Resources on an investment from Confidential

Archers Capital

2 Total Closed Deals
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Led by experienced prior owners of lower middle market companies, Archers Capital provides M&A transaction and strategic advisory services to the lower middle market. The partners at Archers Capital focus on delivering value-maximizing results throughout the life-cycle of its clients, from initial capital raises to growth capital and advisory services to executing strategic exit events. With core backgrounds in technology and food/beverage related businesses, Archers Capital serves as sell-side and buy-side financial advisor to businesses and investors throughout California.

Recent Transactions

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  • Mar 2011 Advised Divine Foods in its sale to Imperial Range
  • Jan 2011 Advised Valley View Packing Co. in its sale to Odysseus Farms

The Salazar Group

2 Total Closed Deals
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The Salazar Group is a Southern California advisory and brokerage firm that specializes in selling business with at least $1M in free cash flow.

Recent Transactions

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  • Nov 2017 Advised Distinctive Appparel in its sale to Private Investor
  • Oct 2017 Advised Confidential company in the IT industry in its sale to Confidential strategic acquirer

CS Advisors

2 Total Closed Deals
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CS Advisors is a M&A Advisory shop with extensive experience in the telecom, technology, and services industries. For more details on my deals, please pursue them via Axial and I'm happy to discuss further.

Recent Transactions

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  • Sep 2022 Advised Aspire Technologies in its sale to NEC
  • Apr 2022 Advised Blue Danube Systems in its sale to NEC

Business Team - Woodland Hills

1 Total Closed Deal
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M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives.M&A Business Advisors are highly respected, experienced Advisors who are recognized as…

Recent Transactions

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  • Jan 2014 Advised Not Disclosed in its sale to Strategic Buyer

Business Team - Los Angeles

1 Total Closed Deal
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Business Team, a unit of BTI Group, is the largest Business Brokerage firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our quarter century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers. In addition, our affiliation with the International Business Brokers Association allows us to reach buyers represented by other intermediary firms throughout the world.ConfidentialityAre you concerned…

Recent Transactions

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  • Aug 2012 Advised None in its sale to None

PBOT International Group

1 Total Closed Deal
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We are Business Intermediaries – Mergers and Acquisitions specialists focusing on the sale, purchase and or merger of mid-size businesses throughout California. We accept business valuation assignments throughout the north American continent.After over 30 years of consistent business practices, we have become the "Chosen Go To" experts in the field of business sales, mergers, acquisitions, valuations, Strategic Exit Strategies as well as business consulting.We sell private - closely held - businesses throughout California specializing in San Diego, Orange, Los Angeles and Riverside…

Recent Transactions

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  • May 2014 Advised PBOT in its sale to N/A

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the California M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each M&A Advisory Firm profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for California M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for California M&A Advisory Firms is $3M-$12M, with a core EBITDA range of $500K-$3M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating M&A Advisory Firms?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in California may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all M&A Advisory Firms in this directory operate exclusively in California?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in California are active across multiple regions, while firms based elsewhere may also participate in the California market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare M&A Advisory Firms in California?

When comparing M&A Advisory Firms in California, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 174 firms included in the directory and can help identify firms that align with your needs.

How do I connect with California M&A Advisory Firms?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the California M&A Advisory Firms directory, you can request information here.

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