San Francisco Investment Banks

Axial’s lower middle market M&A directory includes information on 35 San Francisco Investment Banks. This Directory is populated with data from Axial's digital deal marketing and deal sourcing platform. Click here to learn about joining Axial as a member to connect with more San Francisco Investment Banks like these. No matter the transaction type, Axial can help connect you with the right deal partner at the right time.

Members (35 results)

Peak Technology Partners LLC

Investment Bank
  • 4 Closed Deals via Axial
  • 14 Total Closed Deals
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…
Most Recent Transactions
Advisor
Sep 2021
was acquired by
Advisor
Aug 2021
was acquired by
Advisor
Jul 2021
secured investment from
Advisor
Mar 2021
was acquired by

Atlas Technology Group, LLC

Investment Bank
  • 131 Total Closed Deals
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…
Most Recent Transactions
Advisor
Feb 2023
was acquired by
Advisor
Jan 2023
was acquired by
Advisor
Jan 2023
was acquired by
Advisor
Oct 2022
was acquired by

Ridgecrest Capital Partners

Investment Bank
  • 2 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2021
secured investment from
Advisor
May 2020
secured investment from

B. Riley Securities

Investment Bank
  • 1 Total Closed Deal
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,…
Most Recent Transactions
Advisor
Nov 2022
secured debt financing from

Wood Warren & Co.

Investment Bank

    This member has no reported closed transactions.

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…

Arbor Advisors

Investment Bank
  • 42 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jan 2015
secured investment from
Advisor
Jan 2015
was acquired by
Advisor
Jan 2014
was acquired by
Advisor
Jan 2014
was acquired by

Vista Point Advisors, LLC

Investment Bank
  • 22 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2014
was acquired by
Advisor
Apr 2014
was acquired by
Advisor
Mar 2014
was acquired by
Advisor
Nov 2013
was acquired by

Business Capital

Investment Bank
  • 14 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jun 2015
secured debt financing from
Advisor
May 2015
secured investment from
Advisor
Mar 2015
secured debt financing from
Advisor
Feb 2015
secured debt financing from

TriSpan Partners

Investment Bank
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Dec 2012
was acquired by
Advisor
Jul 2012
secured investment from
Advisor
May 2012
was acquired by
Advisor
Jul 2011
was acquired by

WaveEdge Capital

Investment Bank
  • 10 Total Closed Deals
WaveEdge Capital is a boutique investment bank based in Silicon Valley that delivers world-class strategic and financial services to lower middle market companies in the healthcare and life science sectors.WaveEdge Capital and its licensed broker dealer affiliate, WaveEdge Partners, specialize in…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

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