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Top San Diego M&A Advisory Firms

Explore 20 San Diego M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

San Diego M&A Advisory Firms

20

Active Firms

24

TTM Deal Flow

$3M-$12M

Core Revenue Range

$500K-$3M

Core EBITDA Range


Industrials 33%
Technology 25%
Consumer Goods 13%
Healthcare 13%
Business Services 4%

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

Showing 1-20 of 20 M&A Advisory Firms

Sorted by recent activity

RoseBiz

1 Closed Deal via Axial 19 Total Closed Deals
RoseBiz, Inc. provides M&A Advisory services to Technology Channel Partners; Value Added Resellers (VAR), Managed Service Providers (MSP), Cloud Service Providers (CSP),Independent Software Developers (ISV) and Infrastructure Providers (IaaS) and Hosters of Private Clouds. Linda Rose, the founder has spent 27 years in the Microsoft Partner Channel and has unparalleled experience in creating, growing and selling software and services firms. 

Recent Transactions

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  • Sep 2025 Advised NetAscendant Solutions in its sale to ZBS Partners
  • Jul 2025 Advised Lane Technology Solutions in its sale to Propulsion
  • Jan 2024 Advised DominionTech in its sale to VC3
  • Nov 2023 Advised OneClick Solutions Group in its sale to Intelligent Technical Solutions

Pacifica Advisors

14 Total Closed Deals
Pacifica Advisors offers mergers and acquisitions (M&A) advisory services to small- and medium-sized businesses with an enterprise value of $5 to $150 million throughout the United States and Mexico. Our mission is straightforward: to maximize value for your business.

Recent Transactions

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  • Jan 2025 Advised DRC Restoration in its sale to Timoneer Strategic Partners
  • Jan 2024 Advised Boss Litho in its sale to Confidential Company
  • Jan 2024 Advised Yebo! in its sale to Confidential Company
  • Aug 2023 Advised Dynamic Enterprises Inc. in its sale to AST
Empire Business Solutions is a small to mid-market M&A firm offering a full line of services through our own licensed professionals and affiliate firms across the U.S. and Internationally. Our goal is the successful sale or acquisition of privately-held businesses with transaction values of up to $50 million. Buying or selling a privately-held business can be a daunting task. Our goal is a make the process easier for you to arrive at a successful conclusion by doing the following;   Maintaining strict confidentiality Preparing your company for market Develop a marketing plan tailored to…

Recent Transactions

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  • Feb 2015 Advised Crown Ind in its sale to Eventide Management Partners
  • Feb 2015 Advised Crown Industries in its sale to Eventide Management Partners
  • Jun 2013 Advised Pastorello Construction in its sale to Kosakura/Mark Bradley
  • May 2013 Advised Golden Goose Trading Co in its sale to Our Angel's Blessing, Inc

Livmo

2 Total Closed Deals
Livmo was created to be the advisory partner we wished we'd had. Our mission is to empower visionary founders and leadership teams to achieve deals that honor their life's work. By blending big-picture perspective with meticulous execution, we deliver smooth and maximally profitable M&A outcomes.

Recent Transactions

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  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2024 Advised Confidential Company in its sale to Confidential Company
Science Research Partners is a legal licensed grower focused on cultivating cannabis with special attention to the medicinal benefits of the oils.

Recent Transactions

This member has no reported closed transactions.

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SeaRidge Advisory Inc. is a nationwide, sell-side-only M&A advisory and business brokerage for owners of lower-middle-market companies, typically $3M to $50M+ in enterprise value. We represent sellers exclusively — no buyer-side engagements, no dual-agency conflicts.Our manufacturing practice runs under The Precision Firm (theprecisionfirm.com), our specialist brand for precision manufacturing, industrial, distribution, and wholesale businesses — CNC and machining operations, fabrication, injection molding, wire and cable harness, aerospace and defense suppliers, and related…

Recent Transactions

This member has no reported closed transactions.

If you are looking to buy or sell a business in Southern California then you have come to the right place.Our goal is to provide the best possible service to our clients with a high level of professionalism and comprehensive services.See what some of our past clients say about us: TestimonialsWe are the largest and most successful brokerage firm in San Diego County with:18 experienced Sales AgentsOver 100 exclusive business listings availableOver 8000 Active Buyers from all over the country and InternationallyMore than 20 Sales transactions currently pending in escrowMore than 50 businesses…

Recent Transactions

This member has no reported closed transactions.

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
Baja Investors JV LLC is a real estate development company who's principals have a track record of successful development of resort communities in Mexico and the United States. Their most current project is an approved master planned development encompassing 4,000 acres and over 1 mile of ocean front property on the Sea of Cortez in Baja, California Mexico. An additional 8,000 acres has been approved for development under the same master plan and represents a third phase of the development project. The project will have a botique 5 Star Hotel (60 rooms), residence inns, lots for up to 400…

Recent Transactions

This member has no reported closed transactions.

It is our mission to change M&A for the better. Fox Powers leverages a lean, aggressive team and combines it with the best research team in the business. We can provide excellent service without asking our clients for huge cost commitments. A key differentiator over local business brokers is our sophisticated research arm and deep reach in to the private equity buyer market. Where business brokers simply list your business and wait for passive success, we actively market your business to professional buyers whose charter is consistent with purchasing businesses like yours. Our success is…

Recent Transactions

This member has no reported closed transactions.

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.

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.

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.

Randahl McKenzie Associates (RMA) is a Business Intermediary firm that represents either Purchasers or Sellers of privately held companies. Randahl McKenzie Associates is located in North County San Diego and has represented clients from San Diego to the Central Valley of California. RMA has, on special occasions, represented out of state clients wishing to be acquired by synergistic companies to expand their business model in additional market areas.

Recent Transactions

This member has no reported closed transactions.

Most private M&A deals require a shareholder representative to manage post-closing matters on behalf of the selling shareholders. To be effective, a shareholder representative needs expertise in multiple areas, including: law, accounting, finance and dispute resolution, to name a few.Appointing Fortis allows sellers to assign the shareholder representative responsibilities to dedicated and experienced professionals who can deliver the value shareholders expect from their deal.

Recent Transactions

This member has no reported closed transactions.

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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 San Diego 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 San Diego M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for San Diego 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 San Diego 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 San Diego?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in San Diego are active across multiple regions, while firms based elsewhere may also participate in the San Diego 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 San Diego?

When comparing M&A Advisory Firms in San Diego, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 20 firms included in the directory and can help identify firms that align with your needs.

How do I connect with San Diego 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 San Diego M&A Advisory Firms directory, you can request information here.


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