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Top M&A Advisory Firms in San Francisco - Axial

Axial’s lower middle market M&A directory includes information on 36 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.

Members (36 results)

Hart Marx Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
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
May 2024
was acquired by

Telegraph Hill Advisors

M&A Advisory Firm
  • 21 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
Investor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Investor
Nov 2023
was acquired by
Investor
Nov 2023
was acquired by

Ascend Strategic Partners, LLC

M&A Advisory Firm
  • 15 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
Aug 2023
secured investment from
Investor
Aug 2023
secured investment from
Investor
Jul 2023
was acquired by
Investor
Jul 2023
was acquired by

FranBizNetwork

M&A Advisory Firm
  • 9 Total Closed Deals
The professionals at FranBizNetwork have a combined 40+ years experience in the franchise industry, in both operations and sales. We specialize in the resale of franchise units and have sold hundreds of businesses, ranging from single unit to 35+ unit transactions. We bring real business experience and professional integrity to the table, which translates into more successful transactions for our clients.
Most Recent Transactions
Advisor
Apr 2016
was acquired by
Investor
Feb 2016
secured investment from
Investor
Aug 2015
secured investment from
Investor
May 2015
secured investment from

Sunbelt Business Brokers - San Francisco #1

M&A Advisory Firm
  • 4 Total Closed Deals
Sunbelt Of San Francisco is part of the Sunbelt Network, the world’s largest business brokerage operation. As part of a successful franchise company with over 30 years of experience in the business brokerage industry, Sunbelt Of San Francisco has the expertise to guide you through the business buying and selling process.Whether you are buying, selling or just need a business evaluation or franchise consultation, our Sunbelt team in San Francisco is here to help. Business Brokers at Sunbelt have been protecting the interests of their clients for decades. We are here to help you make…
Most Recent Transactions
Advisor
Feb 2012
secured investment from
Advisor
Jan 2012
was acquired by
Investor
Jan 2012
was acquired by
Investor
Jul 2011
was acquired by

Eagle Partners

M&A Advisory Firm
  • 1 Total Closed Deal
Eagle Partners LLC is a San Francisco mergers, acquisitions and corporate finance advisory firm. Our focus is on providing high quality advisory services to clients seeking to complete middle market transactions.
Most Recent Transactions
Investor
Feb 2014
was acquired by

Griffin Advisors LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Welcome to Griffin Advisors, we are passionate about fostering innovation that has the power to transform the world.We firmly believe that a sustainable future lies in harnessing the potential of Green Tech, Artificial Intelligence (AI), MedTech, and Enabling Tech.The Helios Alpha Fund excels in generating superior risk-adjusted returns by strategically investing in companies that exhibit breakthrough innovation. Our approach combines a Growth at a Reasonable Price (GARP) strategy, structured financial instruments, leveraging the "pendulum effect" and proactive management to achieve these…

Falcon Capital Advisers, LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Falcon Capital Advisers, LLC is a boutique M&A advisory firm, based in San Francisco and Chicago. FCA works with tech, consumer and industrial companies in the lower market.

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
Investor
Jul 2023
was acquired by
Investor
Jun 2023
was acquired by
Investor
Mar 2023
was acquired by
Investor
Feb 2023
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
Investor
Mar 2014
was acquired by
Investor
Mar 2014
was acquired by
Investor
Dec 2013
was acquired by
Advisor
Aug 2013
secured investment from

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
Investor
Mar 2016
was acquired by
Investor
Jan 2016
was acquired by
Investor
Jul 2015
was acquired by
Investor
Jul 2015
was acquired by

SiVal Advisors

M&A Advisory Firm
  • 10 Total Closed Deals
SiVal Advisors, founded in 2002, advises its clients on a wide variety of merger & acquisition and financial advisory engagements, with particular emphasis on technology companies. The partners at SiVal, with their diverse backgrounds as business enterprise founders, CEO's, technology executives and investment bankers, combine this unique blend of operating and transaction experience for the benefit of each client engagement. At SiVal, our industry experience is both broad and deep. We invest the time to understand each company's business and the markets it serves, as we believe this is…
Most Recent Transactions
Investor
Jul 2023
was acquired by
Investor
Aug 2021
was acquired by
Investor
Oct 2019
was acquired by
Investor
Sep 2019
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
Investor
Oct 2015
was acquired by
Investor
Aug 2015
was acquired by
Investor
Jul 2015
was acquired by
Investor
Apr 2015
was acquired by

ABI Group

M&A Advisory Firm
  • 6 Total Closed Deals
ABI specializes in the sales, and appraisals, of small and medium size businesses. We have sold hundreds of businesses since moving to San Ramon in 1984, and have over 60 years of experience in business brokerage sales, financing, valuation / appraisals, escrow and UCC procedures, and expert witness testimony in Northern California. ABI is a member of the ABI Group, Inc. We have over 20 years experience and are one of the most respected and successful Business Intermediary companies in California, with over 300 transactions to our credit.
Most Recent Transactions
Investor
Aug 2023
secured investment from
Investor
Aug 2023
secured investment from
Investor
Aug 2023
secured investment from
Investor
Aug 2023
secured investment from

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
Investor
Jan 2019
was acquired by
Advisor
Jan 2018
was acquired by
Advisor
Aug 2017
secured investment from

Golden Gate Business Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
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
Investor
Apr 2012
was acquired by

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

Synesis Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
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
Investor
Mar 2023
secured investment from

Onyx Associates

M&A Advisory Firm

    This member has no reported closed transactions.

M&A Advisory; Growth & Exit Strategies for entrepreneurs. Founded in 2001. Merger and Acquisition transactions for business owners, private equity groups, and investors for transactions in the range of $10M to $50M. M&A Sell Side; Buy Side Advisory. Licensing or Sale of IP. Development of Product or Channel Partnerships. The majority of our engagements are with tech-centric organizations such as Software; IT Services, and BPO companies. Other clients have included business services, construction, durable goods manufacturing and medical equipment.

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…

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