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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.

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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 21-39 of 39 M&A Advisory Firms

Sorted by recent activity

Catapult Advisors LLC

12 Total Closed Deals
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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…

Recent Transactions

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  • Nov 2024 Advised Good & Co in its sale to Stepstone
  • Nov 2024 Advised Federated Wireless on an investment from Charter, American Tower, Arris, GIC
  • Nov 2024 Advised Mimosa Networks in its sale to Airspan
  • Jun 2024 Advised Terradatum in its sale to Lone Wolf

WaveEdge Capital

11 Total Closed Deals
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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 mergers & acquisitions and capital raises. Our practice focuses on healthcare services (including medical groups, clinics and healthcare staffing), pharma services (including CROs, CDMOs, packaging and other companies supporting pharma companies in development), health & wellness (including…

Recent Transactions

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  • Feb 2024 Advised All Access Ortho in its sale to Confidential Company
  • Aug 2023 Advised Diaceutics in its sale to Neogenomics
  • Aug 2023 Advised Pozen in its sale to Sanofi
  • Aug 2023 Advised Regulatory Pathways Group Inc. in its sale to ClinReg Consulting Service Inc.

SiVal Advisors

10 Total Closed Deals
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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…

Recent Transactions

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  • Jul 2023 Advised Loqate in its sale to GBGroup
  • Aug 2021 Advised Care Advantage in its sale to BelHealth
  • Oct 2019 Advised Citilabs, Inc in its sale to Bentley Systems
  • Sep 2019 Advised Citilabs Inc in its sale to Bentley System Inc

Eagle Partners

1 Total Closed Deal
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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.

Recent Transactions

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  • Feb 2014 Advised Automation Controls in its sale to Valin Corporation

Business Brokers of California

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I have been specializing in business opportunity transactions exclusively since 1994 working with both Buyers and Sellers in the San Francisco Bay Area. For my first 24 years as a business broker I was with Chase Business Group located in Walnut Creek. Over the years, Chase Business Group went through multiple ownership and name changes and in 2017 the owner retired and the business was closed at which time I joined Matt Sadati and Liberty Business Advisors of San Francisco, Inc. Valuation: Liberty Business Advisors designates a target price which optimizes return to the client while…

Recent Transactions

This member has no reported closed transactions.

Falcon Capital Advisers, LLC

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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.

Recent Transactions

This member has no reported closed transactions.

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Taku Group

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Opening new markets for science and technology-based organizations.Taku Group advises high-growth technology companies expand globally. From conception to conclusion, we help companies with their growth strategy and market entry, from regulatory work, to licensing and joint ventures to execution. Our strength is in working with companies operating at the convergence of multiple technologies such as medical and clean tech, and other sectors transformed by IT/data. Interim Executive Management ServicesProvide C-level and operational management expertiseReduce Client’s risk of both taking…

Recent Transactions

This member has no reported closed transactions.

Cultureii

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With capital markets tight and a high bar to execute a successful IPO, you may be thinking to merge or acquire another company to accelerate meeting your strategic and growth goals.Merger and acquisitions are a great way to grow. The challenge is this: researchers report that as many as 75% M&As fail to deliver on their strategic and growth objectives. Executives who’ve been through a merger or acquisition back up the research and acknowledge that getting mergers and acquisitions to work is tough. The growing trend towards deals between international companies makes the challenge even…

Recent Transactions

This member has no reported closed transactions.

Baker Pacific, Inc.

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Baker Pacific specializes in corporate development strategy and M&A transactions for technology companies.Baker Pacific is especially well-suited for situations where a company finds itself contemplating or facing a significant transaction (such as a sale of the company or an acquisition) and needs additional expertise and bandwidth to be successful.Baker Pacific's philosophy is not to just do deals, but to do the right deals. Its orientation reflects the impartiality and deeper industry understanding of an internal strategy and corporate development executive, as opposed to a…

Recent Transactions

This member has no reported closed transactions.

Onyx Associates

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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.

Recent Transactions

This member has no reported closed transactions.

Newforth Partners

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Newforth Partners offers traditional transactional M&A advisory services with a range of strategic consulting services. These services are crafted to help technology companies as they evolve through the lifecycle of early stage start-ups through maturity. Our ability to provide these seed to harvest services depends on the special qualities of our team who have not only traditional banking experience but real world entrepreneurial and technology experience as well.

Recent Transactions

This member has no reported closed transactions.

Muwonge Capital Advisors

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Muwonge Capital Advisors is a team of experienced financial professionals dedicated to supporting you with a comprehensive array of services for both individuals and businesses. From direct investments to limited partnerships, you can count on Muwonge Capital Advisors to deliver the investment opportunities you require. We meet the objectives of demanding family office and institutional clients by drawing upon an extensive proprietary network to originate, structure and package investment opportunities based on predetermined criteria. Considerations are always exclusive, direct and off market.

Recent Transactions

This member has no reported closed transactions.

Mogin Associates

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Mogin Associates is an Investment Banking and Venture company located in California. Mogin Associates represent both sellers and buyers of privately owned companies with revenues of up to $100 million. Services include pre sale planning, business valuation, buyer search for sellers, and targeted acquisition search for strategic acquirers.

Recent Transactions

This member has no reported closed transactions.

Viorum Capital

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Viorum Capital is an advisory firm focused on creating value through Investment Banking and Financial Advisory services. Founded in 2010, Viorum is based in San Francisco, but execute client transactions and advisory projects across the United States.Our Investment Banking business is typically engaged by entrepreneurs, emerging growth companies and financial sponsors. These clients may need growth capital or explore strategic alternatives, including a recapitalization, strategic partnership or sale.Our Financial Advisory services business is geared to complement the activities of the deal…

Recent Transactions

This member has no reported closed transactions.

Trans Bay Capital Partners

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Trans-Bay Capital Partners is a boutique finance firm specializing in debt and equity originations (ranging from $1 million to over $250 million) for real estate investors & rapidly growing businesses in the lower middle market.

Recent Transactions

This member has no reported closed transactions.

3S Ventures LLC

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3S Ventures is a dynamic healthcare consulting company based in California USA. At 3S, we believe that healthy partnerships lead to rapid success. We help companies secure partnerships in areas of global sales channels, product development, sourcing, investments and M&A. Industry experts will guide you through your commercial, manufacturing, sourcing, licensing, supply chain challenges and get you on the on-ramp to success.

Recent Transactions

This member has no reported closed transactions.

Brooklands Capital Strategies

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A successful investment firm requires expert navigation throughout its lifecycle — from raising initial capital and firm-building, through executing successive fund campaigns, to expanding core expertise into extensions and new products, and ultimately to finding strategies which optimize value for all stakeholders. Knowledge, relationships, and, most importantly, experience are the necessary tools to pilot a smooth course. Since the skies are not always calm, managers need a skilled team alongside them — one who has raised capital through a variety of cycles and overcome the many…

Recent Transactions

This member has no reported closed transactions.

Mitchell, Hartley & Bechtel Advisers

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MHB Advisers, LLC, is an independent investment banking advisory firm focused on the global investment management industry. The principals of MHB have, on a combined basis, over 75 years of diverse financial services experience. This has included executive roles with a number of asset management companies, as well as being long-time investment bankers in the sector. The principals have served as trusted advisors to a wide range of firms globally in traditional and alternative investment disciplines, having client bases that include retail, high net worth and institutional investors.

Recent Transactions

This member has no reported closed transactions.

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.

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