Axial’s lower middle market M&A directory includes information on 11 Top Investment Banks in San Diego. The information on these Top Investment Banks in San Diego was populated directly from the Axial platform. Click here to learn about joining Axial as a member to connect with more Top Investment Banks in San Diego like these. Connect with the right deal partner at the right time, leveraging the power of the Axial network.
We fully align our interests with founders as you navigate the complexities of a transaction and liquidity event. We provide our perspective and leverage decades of experience to guide you through all options and give you the knowledge to choose the best path for your company. When the time is right, we develop a tailored approach, craft a narrative with compelling marketing materials, and build a confidential market with high value prospective buyers and investors.We have a proven ability to drive optimal terms in a transaction, negotiating price as well as structure and timing. You will…
Claiborne Advisors, Inc. brings Wall Street partner-level experience and expertise to companies that need to merge/sell in a transaction too small for the major investment banks.David Duval takes on only a few, select clients each year in the Southwest. Clients are usually founder-owners or spinoffs from public companies. Mr. Duval closely and productively aligns with each, focusing on maximizing valuations before going to market.Securities offered through Burch & Company, Inc., member FINRA/SiPC. Burch and Claiborne are not affiliated entities.
JCF Capital Markets LLCJCF Capital Markets LLC is a combination capital advisory, management consulting, and mergers and acquisitions firm with an international network of angel capital, family office, venture capital, private equity, and other institutional investors. Our accredited investor reach extends to over 900 angel capital groups, 20,000 angel investors, 750 family offices with $150B of assets under management, and over 4,300 venture capital and private equity firms.Our advisory services and investor network enables our clients to optimize the likelihood of funding a particular deal…
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
Software Equity Group (SEG) is a leading sell-side M&A advisory firm exclusively focused on helping B2B software companies with $5M to $100M in ARR and located in the United States, Australia, Canada, Israel, New Zealand, and United Kingdom. SEG’s creative, honest, and no BS approach to majority exit and capital raise events help software operators optimize market timing and maximize company valuation. Today, SEG leads the industry in US PropTech M&A deals with over 40 transactions and has deep expertise in five additional verticals: EdTech, Energy, GovTech, HealthTech,…
ProFinance® Associates, Inc., established in 1985, has been a U. S. broker-dealer firm since 1990. Since inception, its professional staff has provided financial and industry specific advisory and investment banking services across an array of industries with special concentration in high gross margin, repetitive income service industries, the electronic security field, and the maritime industry (particularly maritime technology firms).
Private Investment Bank specializing in lower tier middle market companies with revenue from $3MM - $150MM Value enhancement advisory services Finance and capital formation Mergers & Acquisitions specializing in sell side representation in industries including business services, manufacturing, distribution, electronics, IT, high-tech, marine architecture, HR and staffing, specialty market retail, food processing and agri-business.
Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies within our industry practices: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industry practices we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and…
Torrey Capital Group is an alternative investment marketing firm and provider of capital markets solutions to leading asset management companies. We partner with our clients to achieve their capital raising goals. Our approach is flexible and our services include identifying the appropriate target investor base, assisting in due diligence, structuring offering terms, executing the marketing plan, and introduction of strategic relationships. We typically are compensated solely by our investment managers based on success in their capital raising endeavors. We have a broad array of investor…
