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Top San Francisco Investment Banks

Explore 36 San Francisco Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Showing 1-20 of 36 Investment Banks

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Peak Technology Partners LLC

4 Closed Deals via Axial 15 Total Closed Deals
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We are a boutique investment bank specializing in M&A and ​capital raise transactions for high-growth technology companies.ExperienceThe PEAK team has been advising technology companies on critical financing and strategic transactions for over 50 yearsHas successfully completed over 175 financing and M&A transactions with a combined deal value of over $100 billionPrior experience with both bulge and middle-market investment banks, including Goldman Sachs, Morgan Stanley, Lehman Brothers, Barclays Capital and Arbor AdvisorsFocusCompany Focus: Specializing on assisting founder-led,…

Recent Transactions

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  • Nov 2023 Advised TruePoint Solutions in its sale to Seaside Equity Partners
  • Sep 2021 Advised Revenue Grid in its sale to W3Capital
  • Aug 2021 Advised Confidential Company in its sale to Confidential Buyer
  • Jul 2021 Advised RevenueGrid on an investment from W3Capital

Atlas Technology Group, LLC

131 Total Closed Deals
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Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco.The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology…

Recent Transactions

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  • Feb 2023 Advised Storeforce in its sale to AKKR
  • Jan 2023 Advised Ziftsolutions in its sale to INVESTCORP
  • Jan 2023 Advised Qudini in its sale to VERINT
  • Oct 2022 Advised Scope 5 in its sale to ENVIRON

Arbor Advisors

42 Total Closed Deals
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Arbor Advisors is a Silicon Valley based investment bank focused exclusively on growing technology & technology enabled companies. Founded by technology owners and operators, Arbor is the investment bank for entrepreneurs - executing M&A transactions and private capital raises for mid-market technology companies. Our clients are generally profitable, growing companies with $10 to $100 million in annual revenue.

Recent Transactions

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  • Jan 2015 Advised BancVue on an investment from The Riverside Company
  • Jan 2015 Advised Clean Energy Experts in its sale to Sunrun Inc.
  • Jan 2014 Advised RevolutionEHR in its sale to RevOptix
  • Jan 2014 Advised Uptime Software in its sale to Idera

Business Capital

14 Total Closed Deals
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Business Capital is a leading commercial finance and debt restructuring firm specializing in arranging customized debt based solutions for rapidly growing as well as distressed small and middle market companies nationwide who require a unique, timely and tailored financing structure to address their particular needs. In situations where conventional capital sources are not an option, Business Capital has repeatedly delivered financial solutions to a broad assortment of private and public companies seeking additional liquidity.

Recent Transactions

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  • Jun 2015 Assisted Ice Cream Manufacturer in securing debt financing from Confidential
  • May 2015 Advised Hortau on an investment from Confidential Capital Provider
  • Mar 2015 Assisted General Engineering Contractor in securing debt financing from Confidential
  • Feb 2015 Assisted Frozen Treats Mfgr. in securing debt financing from Confidential

Ridgecrest Capital Partners

12 Total Closed Deals
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Ridgecrest Capital Partners is a private investment bank based in San Francisco providing expert merger and acquisitions, capital raising and financial restructuring advisory services for leading technology and other growth companies.Ridgecrest was founded in 2001 to address the unmet needs of middle market companies for top-quality investment banking services. The firm brings senior and experienced Wall Street investment banking talent to bear on typically smaller transactions—professional assistance that is rarely accessible in such situations. Members of our team have managed scores of…

Recent Transactions

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  • May 2022 Advised Constellation Software Inc. in its sale to Flash Networks
  • Feb 2022 Advised Mural in its sale to Luma Institute
  • Aug 2021 Advised Confidential Company on an investment from Confidential Company
  • May 2020 Advised Confidential Company on an investment from Confidential Company

TriSpan Partners

11 Total Closed Deals
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TriSpan Partners provides financial advisory services to emerging growth and middle market technology, media and consumer products companies. We are a highly experienced team dedicated to working with our clients to achieve their corporate finance objectives.We believe every business develops a growth plan that reflects the aspirations of its founders and positions the company to achieve its goals. Our role is to help our clients secure the essential growth capital or strategic partnerships that clear the path for success. We work with our clients to:Assess financing, partnership and M&A…

Recent Transactions

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  • Dec 2012 Advised Stoneware Inc. in its sale to Lenovo Group Ltd. (SEHK:992)
  • Jul 2012 Advised FlightBridge Inc. on an investment from Financial Investors
  • May 2012 Advised AdMax in its sale to Komli Media
  • Jul 2011 Advised Validus Medical Systems Inc. in its sale to Imprivata

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DBO Partners

6 Total Closed Deals
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DBO Partners is an independent investment banking firm based in San Francisco founded in 2012 by Morgan Stanley investment banking veterans. Our partners each bring over 20 years of experience advising leading companies and institutions on their most important strategic and financial transactions. Our Firm offers expertise across a broad range of investment banking advisory services, including: mergers and acquisitions, leveraged buyouts, debt and equity capital raising, shareholder relations and financing and general partner advisory services. In addition to our investment banking advisory…

Recent Transactions

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  • Jul 2019 Advised Digital Bridge Holdings in its sale to Colony Capital
  • Jan 2018 Advised Ethertronics in its sale to AVX Corporation
  • Nov 2015 Advised The Mutual Fund Store in its sale to Financial Engines
  • Mar 2015 Advised MWH Global in its sale to Stantec

Marber Capital

2 Total Closed Deals
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Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…

Recent Transactions

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  • Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company
  • Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Vaquero Capital

2 Total Closed Deals
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Vaquero Capital advises technology companies on mergers and acquisitions and capital raising transactions. Vaquero is focused on serving entrepreneurs and investors in fast growing businesses in SaaS, Internet, mobile, and data. Our mission is to provide superior positioning, process management, and transaction execution for capital raising and mergers and acquisitions. We seek to combine superior execution with extensive industry knowledge and strong relationships with investors, buyers, and innovative companies in our core vertical sectors.

Recent Transactions

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  • Jul 2021 Advised Top of Mind in its sale to Black Knight
  • Jun 2021 Advised Message Broadcast in its sale to LINK Mobility

B. Riley Securities

1 Total Closed Deal
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We are a leading, diversified financial services provider. We are a collection of experts with the in-house capabilities to serve any financial need at every stage of the business life cycle. Our team of seasoned experts takes a non-traditional, oftentimes contrarian approach to opportunities, where firm resources and cross collaboration are well bestowed while always putting our clients first. What truly sets us apart from the competition is that, in addition to serving clients and investors, we actively utilize our balance sheet and have the operational prowess and foresight to recognize…

Recent Transactions

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  • Nov 2022 Assisted Confidential Company in securing debt financing from Confidential Company

Instream Partners LLC

1 Total Closed Deal
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Founded in 2000, Instream Partners is dedicated to providing corporate finance and merger and acquisition services to technology companies. Our experienced professionals combine investment banking expertise with industry knowledge and extensive operational expertise. We have a special focus on the digital media, SaaS, enterprise software, storage, semiconductor, and EDA sectors. Our extensive domain knowledge and experience enables us to create significant value for our clients.

Recent Transactions

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  • Mar 2012 Advised Exclara in its sale to Million Star Technology

BTIG

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BTIG Investment Banking delivers differentiated and personalized strategic advice and solutions, specifically designed to address clients’ most challenging and important business objectives.High-Performing Professionals. Powerful Partnerships.Led by seasoned professionals, each with over 20 years of advisory and capital markets experience, we specialize in helping companies realize their full potential. By strategically integrating clients into our established network of decision makers and thought leaders, BTIG is uniquely positioned to identify market opportunities. Tapping into our…

Recent Transactions

This member has no reported closed transactions.

Venturi & Company LLC

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Founded in 1996 as a corporate finance advisory firm, Venturi & Company provides advice in relation to mergers and acquisitions, divestitures, financial restructurings, private placements, strategic alliances, cross-border transactions and other corporate finance matters. The firm's professionals draw upon decades of corporate finance and capital markets experience to provide objective, customized advice to clients across a broad range of industries. The firm devotes senior-level attention to each client, accessing an extensive network of established relationships to obtain optimal results.…

Recent Transactions

This member has no reported closed transactions.

Inverness Advisors, LLC

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Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media and enterprise services sectors. Inverness represents clients in M&A, financing and other strategic transactions. Our partners have extensive experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Company, Cowen and Lehman Brothers. The Inverness team has a strong track-record of success in closing transactions with the leading strategic and private equity buyers in the industry.INDEPENDENT ADVICE.  EXCEPTIONAL RESULTS.  20+…

Recent Transactions

This member has no reported closed transactions.

Destined

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We are a partnership of former business owners and operating executives. Our founders developed the Destined service offering after 20 years of experience building their own companies. We have a deep understanding of how middle market businesses operate. The goal in creating Destined was to combine extensive transaction experience with an analytical and quantitative framework in order to transfer our knowledge to business owners. Our unique service offering blends the organizational transformation elements of consulting with the strategic elements of finance. Our team is focused on the…

Recent Transactions

This member has no reported closed transactions.

Inertia Advisors

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Inertia Advisors provides strategic and financial advice to emerging and established technology leaders globally. Our mission is to serve our clients needs throughout the growth lifecycle as a force for positive momentum. Inertia provides an array of strategic advisory solutions including capital raising, mergers, acquisitions, capital structure optimization, recapitalizations and consulting. Our partners have an extensive network of relationships with deep industry knowledge and transaction expertise to deliver a superior level of service for clients who value judgment, candor and insight.…

Recent Transactions

This member has no reported closed transactions.

Berman Capital

37 Total Closed Deals
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Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…

Recent Transactions

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  • Jun 2015 Advised BAART in its sale to Webster Capital
  • Nov 2012 Advised Cal Saw Canada in its sale to A Strategic Partner
  • Feb 2011 Advised Laboratory Sales Limited in its sale to Wheaton Industries
  • Jun 2010 Advised Arvilla Oilfield Services in its sale to Select Energy Services

Vista Point Advisors, LLC

22 Total Closed Deals
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Vista Point Advisors is a leading boutique investment bank focused on providing merger & acquisition and capital raising advisory services to founder-led middle-market companies in the Technology, Internet & Consumer Services, Software, SaaS and Cloud-Enabled Services, Mobile, Consumer Retail and Healthcare industries. The Company was founded on the principle that founder-led companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. Vista Point works predominately as a sell-side advisor, which…

Recent Transactions

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  • Aug 2014 Advised Eckim in its sale to Coupons.com Incorporated
  • Apr 2014 Advised Axiom EPM in its sale to Kaufman Hall
  • Mar 2014 Advised Software Advice in its sale to Gartner
  • Nov 2013 Advised TechBargains.com in its sale to Ziff Davis Media

Wood Warren & Co.

10 Total Closed Deals
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Wood Warren is a boutique investment banking firm focused on serving companies throughout the supply chains in the Food, Beverage, and Agriculture industries. The Firm, located in the San Francisco Bay Area, was founded in 1991 and provides mergers and acquisitions, capital raising and corporate finance advisory services. Since its inception, the Firm’s mission has been to bring Wall Street experience, expertise, and execution capabilities to early-stage and middle-market companies. Wood Warren draws on its experience to develop customized solutions for each of our clients with the…

Recent Transactions

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  • Jul 2023 Advised Bacchus Fulfillment in its sale to Wine Shipping
  • Nov 2019 Advised MainSheet Capital in its sale to Anderson Valley Brewing Company
  • Oct 2019 Advised Gar Tootelian, Inc. in its sale to Bennett Water Systems
  • Jan 2015 Advised Roll Global, LLC in its sale to Mercier

Boston Meridian

10 Total Closed Deals
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Recent Transactions

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  • Jan 2024 Advised Cloudentity in its sale to SecureAuth
  • Nov 2023 Advised Longbow in its sale to Veracode
  • Sep 2023 Advised Verve in its sale to Rockwell Automation
  • Jun 2023 Advised RiskLens in its sale to Safe Security

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the San Francisco Investment Banks 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 Investment Bank 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.

How important is location when evaluating Investment Banks?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in San Francisco 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 Investment Banks in this directory operate exclusively in San Francisco?

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in San Francisco are active across multiple regions, while firms based elsewhere may also participate in the San Francisco market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Investment Banks in San Francisco?

When comparing Investment Banks in San Francisco, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 36 firms included in the directory and can help identify firms that align with your needs.

How do I connect with San Francisco Investment Banks?

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 Francisco Investment Banks directory, you can request information here.

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