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Top M&A Advisory Firms in San Francisco

Axial’s lower middle market M&A directory includes information on 39 Top M&A Advisory Firms in San Francisco. The Axial Directory can help you identify Top M&A Advisory Firms in San Francisco and other participants active in the lower middle market M&A economy today. Access more detailed information about lower middle market Top M&A Advisory Firms in San Francisco by joining Axial as a member. Whether you’re looking to sell a business, raise capital, or find your next investment opportunity, Axial can help connect you with the right deal partner at the right time.

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Members (39 results)

Synesis Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Synesis Advisors specializes in the sale of privately held businesses that are underserved by traditional investment banks. From the owner-operator who is looking to cash in on their life’s work, to a strategic company looking for growth through acquisition, and everything that may fall in-between, we’ve seen it all.Transactions are hard. Deals have surprises. Transitions can be delicate. At Synesis Advisors we come to work every day because we love guiding our clients through these challenges. We have developed a high-touch client-centric methodology that capitalizes on the importance of…
Most Recent Transactions
Advisor
Nov 2025
was acquired by
Advisor
Mar 2023
secured investment from

Hart Marx Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Hart Marx Advisors is a boutique M&A Advisory firm specializing in the mobility and transportation sectors, leveraging an extensive network of investors, owners, and industry leaders born from HMA’s decades of direct industry experience. HMA has expertise in the Performance, OE Parts, Aftermarket, Heavy Duty, Motorsports, Chemicals, and Powersports markets across manufacturing, distribution, and service businesses.
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
May 2024
was acquired by

MergerTech Advisors

M&A Advisory Firm
  • 43 Total Closed Deals
MergerTech is the investment bank by technology entrepreneurs for technology entrepreneurs. We use our deep domain expertise and buyer relationships, incredibly experienced bankers, and our global platform to enable our clients to convert their work into wealth through M&A exits to both strategic and financial buyers.MergerTech leaders have expertise in all aspects of technology investment banking, including mergers and acquisitions, capital raises for growth or recapitalization, and a spectrum of advisory services. Step by step, we help prepare and present our clients for the best possible…
Most Recent Transactions
Advisor
Mar 2014
was acquired by
Advisor
Mar 2014
was acquired by
Advisor
Dec 2013
was acquired by
Advisor
Aug 2013
secured investment from

Telegraph Hill Advisors

M&A Advisory Firm
  • 23 Total Closed Deals
Telegraph Hill Advisors (THA) is a boutique investment bank based in San Francisco that provides merger and acquisition, capital raising, and financial advisory services to emerging growth technology companies in the Enterprise Software, Data Analytics, AI/ML, Communications Technology, IoT, and Digital Media sectors.
Most Recent Transactions
Advisor
Aug 2025
was acquired by
Advisor
Apr 2025
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by

Ascend Strategic Partners, LLC

M&A Advisory Firm
  • 16 Total Closed Deals
Ascend Strategic Partners is a mergers & acquisitions (M&A) advisory firm geared specifically for owners of middle-market businesses with earnings of $1 to $25 million and deal values of $5 to $200 million. Our team has completed over 100 transactions and over 500 M&A engagements. We have 15 M&A professionals and over 50 professionals (ex-CEO's and top consultants) throughout the US with deep expertise in most industry sectors .
Most Recent Transactions
Advisor
Dec 2024
was acquired by
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Jul 2023
was acquired by

Golden Gate Business Advisors

M&A Advisory Firm
  • 11 Total Closed Deals
We intimately understand and highly respect the years of dedication and hard work invested in building a company. We recognize that selling a company is one of the most important events of a business owner’s life. The sale of your business can be very stressful. It is imperative that the company be sold to the right buyer while maintaining the business’ confidentiality and minimizing the demand on seller’s time throughout the process. Our team has counseled hundreds of business owners. In fact, we have been on the buy and sell side of our own companies. We carefully screen buyer…
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

Willock Partners

M&A Advisory Firm
  • 7 Total Closed Deals
Willock Partners provides privately held companies with buy-side and sell-side advisory services. Our clients typically have revenues below $100 million, are profitable with good track records and well managed firms. We also arrange senior or subordinated debt for clients. We work on behalf of the owners of the companies and only deal with the decision makers or the Board of Directors.
Most Recent Transactions
Advisor
Oct 2015
was acquired by
Advisor
Aug 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Apr 2015
was acquired by

Enter Capital

M&A Advisory Firm
  • 3 Total Closed Deals
San Francisco-based investment and advisory firm focused solely on technology and online entertainment. Team members have executed dozens of transactions, building and exiting (M&A, IPO) companies with a value over $3.5 billion USD. Enter Capital helps to deploy over $2 billion from US multi-strategy private equity funds and executes M&A deals for the middle-markets in the US, Canada, Europe, and Asia.
Most Recent Transactions
Advisor
Jan 2019
was acquired by
Advisor
Jan 2018
was acquired by
Advisor
Aug 2017
secured investment from

WGD Partners

M&A Advisory Firm
  • 1 Total Closed Deal
WGD Partners is a financial advisory firm focused on providing tailored services to emerging growth and middle-market technology companies, including merger and acquisition and other financial advisory services. Our seasoned team has worked in close partnership with clients globally to complete a wide range of successful transactions over the past 20+ years.
Most Recent Transactions
Investor
Jan 2020
secured investment from

Sage Advisory Group

M&A Advisory Firm
  • 1 Total Closed Deal
SAGE Advisory Group is a California Business Brokerage firm which acts as a marketing engine, sale facilitator and sell-side representative for business owners and corporations seeking to transfer sale of companies generating $2mm - $15mm annual revenue.Business Sales Brokered by eXp Commercial | CA DRE# 02134436Margot Murphy, Business Brokerage VP
Most Recent Transactions
Advisor
Sep 2023
was acquired by

Polygon Capital Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Polygon Capital, LLC is a boutique investment banking firm with offices in Sausalito, California and Washington, DC. We advise emerging growth technology companies on Merger and Acquisition and Private Placement transactions -- and achieve exceptional results for our clients. Polygon Capital, LLC has completed successful transactions for sellers, buyers and investors around the globe. We deliver top quality investment banking services with integrity, personal attention and creativity. Polygon Capital, LLC has a successful track record of executing transactions for companies at all stages…

Krea Business Advisory Services Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

Krea Business is a Northern California based M&A Advisory firm for small-mid market sized companies M&A and exit. We specializes in companies in variety of manufacturing, wholesales, semiconductors, electronics and Aerospace/Defence.

Brannan Capital LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Brannan Capital is an experienced M&A Advisor with offices in the US, Germany and the Netherlands operating since 2007. We provide financial advisory (M&A services) and create M&A transaction plans for all industries with a special emphasis on high-tech and technology-intensive industries.. Brannan Capital helps facilitate the M&A transaction by providing capital advisory services. This can be as a trusted independent advisor to financial institutions and/or corporate communities (from FT1000 companies to small and mid-sized companies and start-up companies).

AltQuest Group

M&A Advisory Firm

    This member has no reported closed transactions.

Our mission to become a leader in middle market M&A is manifested in our vertically-focused strategic and financial M&A advisory services. Our team's corporate finance and investment banking expertise will be fully leveraged to deliver end to end strategic and financial services.

Sierra Bay Partners

M&A Advisory Firm

    This member has no reported closed transactions.

Sierra Bay Partners is a concierge business brokerage guiding owners of small and mid-sized companies through complex transitions. We provide tailored strategies, clear market insight, and hands-on support throughout the entire transaction process—from preparing the business for market to negotiating with qualified buyers and driving the deal to a successful closing. Known for our personalized service and strong track record of successful outcomes, we deliver an advisory experience built around the specific needs and goals of each client. With more than 70% of M&A deals failing,…

ClearPath Business Advisors, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

MAXIMIZING YOUR BUSINESS VALUE ClearPath Business Advisors provides CEOs like you and your Executive Management Team the tools to drive value and performance - now! Our Trusted Advisors Provide: Strategic Financial and Operational Consulting Services to help you as the CEO and your Executive Management Team, perform at a higher and more strategic level. We also help you complete objectives toward the final goal. CEO Mentoring Strategic Planning and Implementation CFO Outsourcing Comprehensive Merger & Acquisition Advisory Services to help you as the owner drive strategic growth and maximize…

The Waterfront Group

M&A Advisory Firm

    This member has no reported closed transactions.

Since 2001, The Waterfront Group's M&A Brokers have guided San Francisco Bay Area business owners in the confidential sale of their companies. We provide business valuation and discreet marketing of privately held business, along with comprehensive exit planning consulting.  We also represent professional buyers on retained search assignments.

Palmares Advisors

M&A Advisory Firm
  • 48 Total Closed Deals
Palmarés Advisors are experts in helping technology companies realize their full values and obtain the best possible financial outcomes. We provide world-class advisory services for mergers & acquisitions, fundraising, and strategy. With a team made up of former C-Level executives, operators, and entrepreneurs with a specialty in communications software and mobile/wireless, our hands-on operational experience provides a wealth of strategic and financial expertise to draw upon. We use that experience to help our clients successfully execute and achieve their goals. Palmarés Advisors can help…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jun 2023
was acquired by
Advisor
Mar 2023
was acquired by
Advisor
Feb 2023
was acquired by

Bowman/Hanson

M&A Advisory Firm
  • 20 Total Closed Deals
Bowman/Hanson is a microcap investment banking firm that offers merger and acquisition services to middle-market companies (companies valued at between $5 and $50 million). We specialize in the following activities: Selling a Business For owners of middle-market companies, we act as exclusive investment bankers, preparing and marketing the business for sale. Our five-phase finely-tuned process generates the optimum price and terms while ensuring the highest level of confidentiality. Acquisition Search We help middle-market companies, buyout funds, and search funds identify and qualify…
Most Recent Transactions
Advisor
Mar 2016
was acquired by
Advisor
Jan 2016
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jul 2015
was acquired by

Catapult Advisors LLC

M&A Advisory Firm
  • 12 Total Closed Deals
You’ve worked hard over the years to build your company. Now that you are thinking about establishing an advisory relationship to help take your company to the next level — or to facilitate an exit — you deserve a team that has the insight and access to guide you to an optimal outcome.Since no two deals are alike, we customize our process to fit your circumstances, never relying on a set formula. The one constant for us is our laser focus on delivering superior results for our clients.Catapult Advisors LLC is an investment bank dedicated to serving the M&A advisory and capital…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Nov 2024
secured investment from
Advisor
Nov 2024
was acquired by
Advisor
Jun 2024
was acquired by

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