1.800.860.4519

Sign In Get Started

Powered by Axial Data

Top San Francisco M&A Advisory Firms

Explore 39 San Francisco M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Explore Firms Join Axial Explore Firms Join Axial

Axial Insights

San Francisco M&A Advisory Firms

39

Active Firms

11

TTM Deal Flow

Top Sectors by Activity

Technology 36%
Industrials 27%
Business Services 18%
Consumer Goods 9%
Healthcare 9%

Key Attributes

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

Showing 1-20 of 39 M&A Advisory Firms

Sorted by recent activity

Synesis Advisors

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Mar 2023 Advised Confidential Company on an investment from Confidential Company

Hart Marx Advisors

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Nov 2024 Advised Fleet Services in its sale to CTTP/Sope Creek
  • May 2024 Advised Durabrake in its sale to Tiger Lily Holdings LLC

MergerTech Advisors

43 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Mar 2014 Advised Simple in its sale to BBVA
  • Mar 2014 Advised HPM Networks in its sale to CANCOM SE
  • Dec 2013 Advised WellnessFX in its sale to Health Elements
  • Aug 2013 Advised Mutual Mobile on an investment from WPP

Telegraph Hill Advisors

23 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Aug 2025 Advised Sovra / KKR in its sale to Valsoft
  • Apr 2025 Advised Auto Graphics Inc in its sale to Soutron Global Inc.
  • Dec 2023 Advised Uploadcare in its sale to TiuGo
  • Dec 2023 Advised Kyndi in its sale to Qlik

Golden Gate Business Advisors

11 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Aug 2023 Advised Blow Dry Bar in its sale to Anonymous Company
  • Aug 2023 Advised Urban Botanica in its sale to Anonymous Company
  • Aug 2023 Advised Advanced Male Medical Center in its sale to Anonymous Company
  • Aug 2023 Advised Dermaplus Skin + Body in its sale to Anonymous Company

Willock Partners

7 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Oct 2015 Advised Vision Professional Services, LLC in its sale to Acacia Partners, LLC
  • Aug 2015 Advised Arthur Court Designs, Inc. in its sale to Vagabond House
  • Jul 2015 Advised Acrobat Outsourcing in its sale to The Service Companies, Inc.
  • Apr 2015 Advised Level One Marketing in its sale to Advantage Sales and Marekting

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

Enter Capital

3 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Jan 2019 Advised i-Rates LLC in its sale to IQWare, Inc
  • Jan 2018 Advised Sperasoft in its sale to Keywords Studios (LSE: KWS)
  • Aug 2017 Advised Game Development Studio on an investment from Bank

WGD Partners

1 Total Closed Deal
View Full Profile
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.

Recent Transactions

View All
  • Jan 2020 Advised Confidential Company on an investment from Confidential Company

Sage Advisory Group

1 Total Closed Deal
View Full Profile
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

Recent Transactions

View All
  • Sep 2023 Advised Confidential Company in its sale to Confidential Company

Polygon Capital Advisors

View Full Profile
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…

Recent Transactions

This member has no reported closed transactions.

Krea Business Advisory Services Inc.

View Full Profile
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.

Recent Transactions

This member has no reported closed transactions.

Brannan Capital LLC

View Full Profile
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).

Recent Transactions

This member has no reported closed transactions.

AltQuest Group

View Full Profile
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.

Recent Transactions

This member has no reported closed transactions.

Sierra Bay Partners

View Full Profile
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,…

Recent Transactions

This member has no reported closed transactions.

ClearPath Business Advisors, Inc.

View Full Profile
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…

Recent Transactions

This member has no reported closed transactions.

The Waterfront Group

View Full Profile
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.

Recent Transactions

This member has no reported closed transactions.

Palmares Advisors

48 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Jul 2023 Advised Sentinel Capital Partners in its sale to Fence Screen
  • Jun 2023 Advised Tymeshift in its sale to Zendesk
  • Mar 2023 Advised Mobile Semiconductor in its sale to Nordic Semiconductor
  • Feb 2023 Advised Mobilize.net in its sale to Growth Acceleration Partners

Bowman/Hanson

20 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Mar 2016 Advised San Benito Shutter in its sale to LongWater Opportunities
  • Jan 2016 Advised Elliott Manufacturing in its sale to Massman Automation Designs
  • Jul 2015 Advised Iowa Protein Solutions in its sale to Farmers Union Industries
  • Jul 2015 Advised Dakota Pack in its sale to Farmers Union Industries

ABI Group

17 Total Closed Deals
View Full Profile
Selling a business is complex. ABI simplifies the process and maximizes value with the highest close rate. The company offers Valuations and Advisory Services for Privately Held Companies and with 30+ years of dealmaking, ABI is one of the most highly regarded firms in California helping clients and their advisors develop custom solutions designed to achieve their objectives and maximize business value.

Recent Transactions

View All
  • Jun 2026 Advised Luxe Home in its sale to Confidential Company
  • Jun 2026 Advised Print & Graphics in its sale to Confidential Company
  • Jun 2026 Advised D&B Glass in its sale to Confidential Company
  • May 2026 Advised Douglah Designs in its sale to TeedUp Capital

Ascend Strategic Partners, LLC

16 Total Closed Deals
View Full Profile
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 .

Recent Transactions

View All
  • Dec 2024 Advised Carson Landcape Industries in its sale to Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Jul 2023 Advised Bay Area Concretes in its sale to Anonymous Company

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the San Francisco 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.

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 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 M&A Advisory Firms in this directory operate exclusively in San Francisco?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms 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 M&A Advisory Firms in San Francisco?

When comparing M&A Advisory Firms in San Francisco, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 39 firms included in the directory and can help identify firms that align with your needs.

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

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template