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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 161-174 of 174 M&A Advisory Firms

Sorted by recent activity

Deed Group, ITDP

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Deed Group offers strategic business solutions designed to help your company overcome financial, investment and operational challenges to reach its full potential. Whether you're looking for a way to attract investors, acquire new product lines, position your company for sale, or strategically partner with outside parties to support your technology platform or reporting capabilities, Deed Group can help.

Recent Transactions

This member has no reported closed transactions.

3S Ventures LLC

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3S Ventures is a dynamic healthcare consulting company based in California USA. At 3S, we believe that healthy partnerships lead to rapid success. We help companies secure partnerships in areas of global sales channels, product development, sourcing, investments and M&A. Industry experts will guide you through your commercial, manufacturing, sourcing, licensing, supply chain challenges and get you on the on-ramp to success.

Recent Transactions

This member has no reported closed transactions.

La Jolla Pacific, Inc.

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La Jolla Pacific is a Professional Business and M&A Brokerage Company dedicated to helping San Diego and Southern California business owners and entrepreneurs to sell or buy a business. More than your traditional business brokers, La Jolla Pacific is a consultative business intermediary company specializing in the transactions of main street to lower middle market of privately held companies with a size range of $500,000 to $10,000,000.Many of our transactions are businesses which include manufactures, service businesses, franchised and non-franchised businesses, retail stores, professional…

Recent Transactions

This member has no reported closed transactions.

Maximum Value Group

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Maximum Value Group, Inc. is a trusted advisor to firms around the globe. Through our four key verticals we offer Interim CEO Services, Board of Directors Participation, M&A Advisory, and Events

Recent Transactions

This member has no reported closed transactions.

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Brooklands Capital Strategies

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A successful investment firm requires expert navigation throughout its lifecycle — from raising initial capital and firm-building, through executing successive fund campaigns, to expanding core expertise into extensions and new products, and ultimately to finding strategies which optimize value for all stakeholders. Knowledge, relationships, and, most importantly, experience are the necessary tools to pilot a smooth course. Since the skies are not always calm, managers need a skilled team alongside them — one who has raised capital through a variety of cycles and overcome the many…

Recent Transactions

This member has no reported closed transactions.

CitiusMA

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We deliver innovative ideas and tailored liquidity solutions to privately held healthcare enterprises. Our experienced M&A Advisors successfully help our clients navigate through the rapidly evolving acquisition process. Our exclusive healthcare focus gives us an unobstructed view to maximize value for our clients during the transactions.

Recent Transactions

This member has no reported closed transactions.

Fortuna Capital Mergers and Acquisitions

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Fortuna Capital Mergers & Acquisition with experience in Business Brokerage, Investment, Mergers & Acquisitions.The mission is to provide excellent service for the benefits of our clients.In our long term loyal relationship vision, priority is not our interest, but client’s best interest.

Recent Transactions

This member has no reported closed transactions.

Transworld Business Advisors of Palo Alto

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Transworld Business Advisors provides advisory services in business brokerage,mergers and acquisitions for small businesses and the lower middle market,, specializing in companies located in the Silicon Valley/San Francisco bay area. Anderson Dias is from Brazil and speaks Portuguese,Spanish, French, English.

Recent Transactions

This member has no reported closed transactions.

Moneta Vista

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Whether you'd like to buy a company to grow strategically, or sell your company, Moneta Vista can handle the deal from start to finish. We have experience on both sides of the table. We are licensed M&A Brokers and provide M&A services through ShP Securities, LLC. Member FINRA / SIPC

Recent Transactions

This member has no reported closed transactions.

Mitchell, Hartley & Bechtel Advisers

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MHB Advisers, LLC, is an independent investment banking advisory firm focused on the global investment management industry. The principals of MHB have, on a combined basis, over 75 years of diverse financial services experience. This has included executive roles with a number of asset management companies, as well as being long-time investment bankers in the sector. The principals have served as trusted advisors to a wide range of firms globally in traditional and alternative investment disciplines, having client bases that include retail, high net worth and institutional investors.

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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