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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

134

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 121-140 of 174 M&A Advisory Firms

Sorted by recent activity

FieldView Capital Advisors

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FieldView Capital Advisors, LLC is a boutique capital advisory firm dedicated to the facilitation of small to mid market transactions. We operate at the fulcrum between companies, capital and opportunity. Ultimately, we help business owners achieve high returns on their invested time, energy and capital and assist buyers in achieving high economic value for their investment.FieldView's Transaction Advisory Services are offered to provide professional services to business owners seeking an exit strategy or capital investments to grow their firm. Through FieldView Acquisition Advisory we work…

Recent Transactions

This member has no reported closed transactions.

Capital Merger Group

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Capital Merger Group is a boutique investment banking firm with a primary focus on Mergers & Acquisitions, Financing, Financial Restructuring, Operational Improvements/Management Consulting and Real Estate.Our blend of Strategic, Financial, Operational, Sales and Marketing expertise comes from our own experiences as middle-market Business Owners, C-Level Executives, Investment Bankers, CPAs, CFOs, Attorneys, Commercial Real Estate owners, Managers, Brokers, Lenders and Developers. Our experienced practitioners have extensive business knowledge with access to global capital sources and network…

Recent Transactions

This member has no reported closed transactions.

Cultureii

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With capital markets tight and a high bar to execute a successful IPO, you may be thinking to merge or acquire another company to accelerate meeting your strategic and growth goals.Merger and acquisitions are a great way to grow. The challenge is this: researchers report that as many as 75% M&As fail to deliver on their strategic and growth objectives. Executives who’ve been through a merger or acquisition back up the research and acknowledge that getting mergers and acquisitions to work is tough. The growing trend towards deals between international companies makes the challenge even…

Recent Transactions

This member has no reported closed transactions.

Henberger Group, Inc.

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Henberger is a Mergers & Acquisitions Advisory Firm providing owners of privately held businesses with exit planning and transition to transaction solutions. We specialize in emerging growth and lower middle market businesses including family owned companies. We work closely with our clients and their professional advisors to develop and implement strategies that enhance business value. Our goal is to maximize client wealth through a successful transaction. Our unique and holistic approach to mergers & acquisitions leverages a step-by-step process to prepare and execute a transaction. Our…

Recent Transactions

This member has no reported closed transactions.

Summa Financial Group

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Founded December 1985 with the sole purpose of providing professional services to the middle-market business sector. SUMMA Financial Group, Inc. is a full service merger & acquisition firm acting on behalf of either sellers or buyers. SUMMA specializes in mergers and acquisitions dealing in transactions in the $4 Million to $75 Million Dollar Value Range. Summa is affiliated with many professional organizations such as the Alliance of Merger Acquisition Advisors, M&A Source, the nation's largest Merger & Acquisition groups as well as several others. SUMMA joint ventures in marketing and sales…

Recent Transactions

This member has no reported closed transactions.

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Baker Pacific, Inc.

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Baker Pacific specializes in corporate development strategy and M&A transactions for technology companies.Baker Pacific is especially well-suited for situations where a company finds itself contemplating or facing a significant transaction (such as a sale of the company or an acquisition) and needs additional expertise and bandwidth to be successful.Baker Pacific's philosophy is not to just do deals, but to do the right deals. Its orientation reflects the impartiality and deeper industry understanding of an internal strategy and corporate development executive, as opposed to a…

Recent Transactions

This member has no reported closed transactions.

Strategic Advisors

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Strategic Advisors is a management consulting firm focused on the needs of small and medium sized businesses. In today's world of lean management structures, our skills and experience support our client's desires to pursue growth and improvement. We can provide assistance in the following areas: Developing effective strategic planning tools Building analytical reporting tools Performing market analysis Conducting business analysis Our clients range from public companies and large private companies to small family-owned organizations. Our goal is excellence no matter the size of the…

Recent Transactions

This member has no reported closed transactions.

Stonecreek Associates

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Stonecreek Associates is a financial advisory group specializing in mergers & acquisitions, debt financing, equity financing, venture capital, going public transactions, PIPEs, and reverse mergers into public shells. Working jointly with affiliated investment banking firms, Stonecreek provides its advisory services primarily to emerging growth and middle market companies.We can assist companies in identifying merger & acquisition candidates, and raising growth capital through debt financing, equity financing and venture capital. We can also take a company through the entire process of going…

Recent Transactions

This member has no reported closed transactions.

Onyx Associates

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M&A Advisory; Growth & Exit Strategies for entrepreneurs. Founded in 2001. Merger and Acquisition transactions for business owners, private equity groups, and investors for transactions in the range of $10M to $50M. M&A Sell Side; Buy Side Advisory. Licensing or Sale of IP. Development of Product or Channel Partnerships. The majority of our engagements are with tech-centric organizations such as Software; IT Services, and BPO companies. Other clients have included business services, construction, durable goods manufacturing and medical equipment.

Recent Transactions

This member has no reported closed transactions.

Irvine Venture Law Firm

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Focus:Our law firm provides sophisticated corporate, securities and tax law services primarily to small and medium sized businesses.Background:Our partners have legal backgrounds with large Los Angeles, San Francisco and New York based law firms or with the Securities and Exchange Commission.Experience:We have extensive experience in corporate and securities law, corporate, partnership and industrial development finance, mergers and acquisitions, venture capital, investment company formation and regulation, and federal and state taxation.Value:The firm offers start-up companies the…

Recent Transactions

This member has no reported closed transactions.

RKR Global Business Network

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RKR Global Business Networks (GBN) is comprised of a team of professionals with over 35 years combined experience in owning and operating a wide variety of domestic and international businesses. We have extensive experience in mergers, acquisitions, debt financing and securing investment capital in today's challenging market. What sets GBN apart in the industry of business brokerage is not only our experience as business owners but also the many years of international business dealings with some of the largest companies and investors in the world. GBN also understands the importance of…

Recent Transactions

This member has no reported closed transactions.

Carwash-Brokers

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You can trust the professional experience of the CarWash-Brokers, the SoCal leader in selling carwash businesses/real estate for 30 years. Many of CW-B customers are repeat buyers and sellers who trust the commitment of CW-B. Our goal is to provide superior service to ensure satisfaction in all the various facets of negotiating the sale or purchase of their carwash business.

Recent Transactions

This member has no reported closed transactions.

Omega Acquisition Group

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Sunbelt of San Diego and Omega Acquisition Group, Hal Janke, President, Fellow IBBA, CBI Certified, Mergers and Acquisitions, and AMAA has been selling businesses for thirty three years years, along with Omega's team of experts, brings you one of the most professional teams in San Diego. Hal Janke has been recognized as the top sales producer, with his previous companies, VR Business Brokers, Sunbelt of San Diego and Page Olson Business Brokerage.   "NEVER SETTLE FOR SECOND BEST WHEN IT COMES TO YOUR BUSINESS". We provide results and give personal attention to…

Recent Transactions

This member has no reported closed transactions.

Grandview National

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Grandview National provides mergers & acquisitions and corporate restructuring services to businesses with $1 million to $50 million in revenue.

Recent Transactions

This member has no reported closed transactions.

Allied Business Intermediary International Inc.

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Allied Business Intermediary International, Inc. is an advisory firm providing business owners with assistance on mergers and acquisitions, financing solutions, and business succession planning. We focus on small and middle market companies with revenues of $3 million to $200 million and/or enterprise values of $1 million to $50 million. ABI’s mission is tofacilitate your transition, not just the transaction, for buyers and sellers alike.

Recent Transactions

This member has no reported closed transactions.

EMK Advisors

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Certified BSN San Francisco business brokers specializing in businesses for sale, business loans, valuations, franchise opportunities and more. We are experts in the confidential sales process. We are certified and supported by Broker Service Network...North America's leading business broker support service.

Recent Transactions

This member has no reported closed transactions.

The Bellington Group

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 "The Bellington Group is committed to the successful acquisition or sale of your business by providing skilled hands-on management, targeted strategies and professional alliances with complete confidentiality."The Bellington Group is a results oriented organization that understands values and operates with the utmost integrity and confidentiality.Our national affiliation with Business Brokers Network® (BBN), the largest business brokerage in North America with over 450 affiliate associates, gives us a national presence and allows The Bellington Group to effectively sell or buy a business…

Recent Transactions

This member has no reported closed transactions.

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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