Top Los Angeles Investment Banks

DelMorgan & Co

1 Closed Deal via Axial 90 Total Closed Deals

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Heading into 2026, the M&A landscape is building on momentum from a strong 2025, with dealmakers increasingly confident in strategic transactions that enhance competitive positioning. Across the market, this year is shaping up to see broader participation beyond headline megadeals, with middle-market activity gaining traction as financing conditions continue to provide tailwinds and private equity and strategic buyers are increasingly bullish about the deployment of capital. Interest rate expectations and macro signals remain decidedly positive, with a generally accommodative…

Recent Transactions

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• Oct 2025 Assisted Angry Chickz in securing debt financing from Saratoga Partners
• Sep 2025 Advised 2050 Partners in its sale to West Monroe
• Jul 2025 Assisted Confidential Company in securing debt financing from Confidential Company
• Dec 2024 Advised Mighty Pilates in its sale to Norbrook Equity Partners

Solganick & Co.

1 Closed Deal via Axial 17 Total Closed Deals

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Founded in 2009, Solganick & Co. is an AI-enabled and data-driven investment bank and M&A advisory firm specializing in software and technology services companies. Its sector coverage includes AI, cloud, cybersecurity, data analytics, digital transformation, and healthcare IT, among others. Offices are located in Dallas and Los Angeles. We use artificial intelligence and data-driven research to support our M&A process from start to finish. Our deal team has completed over $20 billion in M&A transactions to date and consists of experienced M&A professionals, CFOs,…

Recent Transactions

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• Jun 2025 Advised Columbia Advisory Group in its sale to Confidential Company
• Mar 2025 Advised Kavaliro in its sale to Accordion
• Jun 2023 Advised Nextira in its sale to Accenture
• Oct 2022 Advised Pandera Systems in its sale to 66 Degrees and Sunstone Partners

MS Capital

1 Closed Deal via Axial 11 Total Closed Deals

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MS Capital is a sister company to Marshall & Stevens, Inc. that provides M&A advisory, capital markets, corporate finance, and investment banking services to a diverse client base, including closely-held businesses, corporations, financial institutions, financial sponsors, hedge funds, and private equity groups in the Americas.We are a nimble team with acute dedication and efficient process development for each one of our engagements, whether it be capital raising, sell-side mandates, or any financial & strategic advisory services benefiting our clients.Our engagements span across multiple…

Recent Transactions

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• Sep 2023 Advised Confidential Company in its sale to Confidential Buyer
• Aug 2023 Advised The Irvine Company in its sale to Anonymous Company
• Aug 2023 Advised Black Lion Investment Group in its sale to Anonymous Company
• Aug 2023 Advised Clarus Therapeutic in its sale to Anonymous Company

The Advisory

1 Closed Deal via Axial 11 Total Closed Deals

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🏆 Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3 2025🚀 Investment Banking, Rebuilt for the Real World🔧 A tech-enabled investment bank for the essential services economyIn 2024, we launched The Advisory with a simple belief:Main Street business owners deserve Wall Street-level outcomes.We’re not software for bankers. Not a listing site. Not another deal marketplace.We’re a true, full-service investment bank purpose-built for the essential services economy—HVAC, plumbing, landscaping, accounting, and the businesses that keep America running.⚠️ The…

Recent Transactions

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• Jul 2026 Advised Sweetwater Pool in its sale to SPS Pool
• Jun 2026 Advised AAA Plumbing in its sale to Splash Plumbing
• Jun 2026 Advised Bore It in its sale to Wilhelm Holdings, LLC
• May 2026 Advised Aerobic Services in its sale to Ember

41 North LLC

1 Closed Deal via Axial 9 Total Closed Deals

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41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service.Each of our Managing Directors has over 25 years of working experience in both domestic and international capital markets, with extensive experience communicating and negotiating with strategic or financial buyers.  With our expansive history of Wall Street experience, past entrepreneurial ventures and deals, we strive to bring expertise and professionalism to the middle market when…

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• Dec 2025 Advised Project Water on an investment from Syndicate of Private Equity
• Oct 2025 Advised Project Lemon Lime on an investment from Italian Branded Juice Co
• Sep 2023 Advised TJ Russoc on an investment from Treaty Oak
• Sep 2017 Advised Daphne's California Greek in its sale to Elite Restaurant Group

Global Capital Markets Incorporated

1 Closed Deal via Axial 7 Total Closed Deals

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At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers. In order to serve our clients to the fullest extent we generally focus our services on manufacturing, distribution, service and retail companies with revenues between $10 million and $200…

Recent Transactions

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• Aug 2023 Advised Aremac Associates, Inc. in its sale to TESSEC
• Aug 2023 Advised L Tech Network Services, Inc. in its sale to JK Holdings, LLC
• Oct 2022 Advised Weber Plywood & Lumber Co. in its sale to Sierra Forest Products
• Sep 2021 Advised Endural LLC in its sale to Salt Creek Capital

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Ambrose Advisors

1 Closed Deal via Axial 4 Total Closed Deals

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AmbroseAdvisors™ is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.

Recent Transactions

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• Jul 2024 Advised Confidential Company in its sale to Confidential Company
• Apr 2019 Assisted Confidential Company in securing debt financing from Confidential Company
• Oct 2018 Advised Confidential Company on an investment from Confidential Company
• Oct 2018 Assisted Confidential Company in securing debt financing from Confidential Company

Broadstream Capital Partners

1 Closed Deal via Axial 4 Total Closed Deals

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Broadstream Capital Partners, LLC is a Los Angeles-based merchant bank founded in 2001. We focus on providing advisory services to and making investments in companies in the lower middle market.

Recent Transactions

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• Jul 2023 Advised Confidential Company in its sale to Anonymous
• Jul 2023 Advised Film Solutions in its sale to Confidential Company
• Jul 2023 Advised RealDefense in its sale to Confidential Company
• Sep 2018 Advised Undisclosed in its sale to Brookstone Partners

Corporate Finance Associates - Los Angeles

1 Closed Deal via Axial 2 Total Closed Deals

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Our Southern California practice has an exceptional track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both in the US and internationally. In our collective 60 years of M&A and Corporate Finance experience, we have completed many transactions in these sectors as well as in Consumer Goods, Healthcare, and a broad array of manufacturing sectors and are all industries we have served with distinction. Across…

Recent Transactions

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• Apr 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2017 Advised Undisclosed in its sale to Aquiline Capital Partners

NewCap Partners Inc.

88 Total Closed Deals

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NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…

Recent Transactions

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• Oct 2023 Advised I3D MFG in its sale to BTX Precision
• Dec 2021 Advised Eagle Engineered Solutions in its sale to Beehive3D
• Apr 2021 Advised Morf3D in its sale to Nikon
• Aug 2020 Advised Altivon in its sale to ConvergeOne

ROTH Capital Partners, LLC

40 Total Closed Deals

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ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in San Diego, Los Angeles, Seattle and New York as well as Hong Kong Limited international office. ROTH is a privately owned firm that has built a culture of success and innovation. Our approach is driven by our current principals, who are not only the owners of the business but most of whom have been with us for more than 10 years. Our goal has always been to service the needs of…

Recent Transactions

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• Oct 2017 Advised Coban Technologies in its sale to Safe Fleet
• Sep 2017 Advised Renesola on an investment from Renesola
• May 2016 Advised Joolz on an investment from Gimv
• May 2016 Advised Eureka on an investment from KarpReilly Ltd.

Palm Tree

32 Total Closed Deals

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Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…

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• Dec 2023 Advised Hicuity Health in its sale to Concord Health Partners
• Dec 2023 Advised Essex Specialized Surgerical Institute in its sale to NMS Capital
• Dec 2023 Advised Lifescan Diabetes Institute on an investment from Confidential Company
• Dec 2023 Advised ImageTrend in its sale to WCAS

Salem Partners LLC

10 Total Closed Deals

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Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients.Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution.Salem Partners’ media and entertainment practice acts as true specialists for clients that finance, produce and distribute media content. We have designed a full suite of specifically tailored investment…

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• Dec 2022 Advised Inwesco Incorporated in its sale to CRH
• Dec 2022 Advised Internet Video Archive in its sale to Fabric Origin, Inc.
• Mar 2022 Advised 1091 Pictures in its sale to Chicken Soup for the Soul Entertainment
• Dec 2021 Advised eTribez Casting Software in its sale to Talent Systems

Calabasas Capital

10 Total Closed Deals

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Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…

Recent Transactions

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• Jan 2023 Advised Bandwagon Brokerage in its sale to Wholesale Produce Supply
• Aug 2022 Advised Innovative Plastics in its sale to Global Supply LLC
• Jul 2022 Advised Moulded Fibre Technology, Inc. in its sale to CKF Inc.
• Dec 2021 Advised InvoTech Systems in its sale to HID Global

GT Securities

10 Total Closed Deals

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Founded in 2002, GT Securities is a modern, tech-driven investment bank and broker-dealer platform that facilitates winning transactions between our 300+ independent investment banker partners, companies looking to grow or exit, and investors/buyers seeking ROI. We have successfully passed multiple regular cycle FINRA, SEC, and state securities examinations & audits and have a fully “clean” compliance record.

Recent Transactions

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• Aug 2023 Advised Metropolitan Skin Clinic in its sale to Growthink Capital
• Aug 2023 Advised MPulse Software, Inc. in its sale to Anonymous Company
• May 2022 Advised Blue Whale Materials in its sale to Ara Partners
• Mar 2022 Advised Agro Logistic Systems Inc. in its sale to MGK

CriticalPoint Partners

8 Total Closed Deals

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CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…

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• Nov 2014 Advised Brixton in its sale to Altamont Capital Partners
• May 2014 Advised My School Things in its sale to CriticalPoint Capital
• Mar 2014 Acquired My School Things
• Nov 2013 Advised Tarazi Specialty Foods in its sale to Highwood Farms

Black Legend Capital

7 Total Closed Deals

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At Black Legend Capital, we have the ability to provide an attractive assortment of financial ventures. We partner with corporations and management teams to provide strategy and consulting resources to build and grow great companies and asset-based projects. We have facilitated several industry projects to generate leading returns for our clients.Black Legend Capital was formed in 2011 by senior bankers formerly with Bank of America Merrill Lynch and Duff & Phelps.Through tenure with Bank of America Merrill Lynch and Duff & Phelps, the senior members of the BLC team have completed…

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• Apr 2015 Advised Stone Group on an investment from Various Institutional and High Net Worth Investors
• Feb 2015 Advised TOMII Wellness on an investment from Various Institutional Investors and High Net Worth Investors
• Nov 2014 Advised Qrunch Foods on an investment from various individual and institutional investors
• Feb 2011 Advised Navitas Land and Mineral on an investment from Various Investors

Clear Capital Advisors

6 Total Closed Deals

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CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…

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• Sep 2013 Advised PRO-TEK in its sale to LAC Group
• Jul 2013 Advised inSleep Technologies, LLC on an investment from Series A financing from a group of investors including Windham Ventures
• Jul 2013 Advised Bel Air Internet (BAI) on an investment from Pacific Western Bank
• Apr 2013 Advised HYFN in its sale to LIN Media

Peter A Sokoloff & Co

6 Total Closed Deals

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Peter A. Sokoloff Co.primarily advises on corporate mergers and acquisitions within specific industries in which the firm has deep knowledge and relationships. Founded in 1997, the firm has achieved international standing by covering the vital industries of Security and Telecommunications.Within Telecommunications our firm specializes in MA of the vendors who provide software and services to carriers and enteprrises. Our Security practice includes hardware, software and services businesses who provide physical and logical security products and services to protect Homeland Security,…

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• May 2017 Advised Apollo Video Technology in its sale to Luminator Group/Audax Private Equity
• Dec 2015 Advised Cortel in its sale to Ridgemont Equity Partners
• Jul 2014 Advised Tarshan in its sale to Enabil
• Jun 2013 Advised Card Scanning Solutions in its sale to Red Oak Growth Partners, Insight Ventures Partners, Egis Capital

Boustead Securities, LLC

2 Total Closed Deals

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Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.

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• Feb 2013 Advised Drug Co. on an investment from Various investors
• Jan 2013 Advised Kiva Brand of Products on an investment from RG Barry