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Top San Jose M&A Advisory Firms

Explore 10 San Jose M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Showing 1-10 of 10 M&A Advisory Firms

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California Equity Group

10 Total Closed Deals
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California Equity Group is Silicon Valley's leading lower middle market merger and acquisition, business brokerage firm. As an M&A firm, we have completed hundreds of transactions of privately held companies over the past 25 years by representing sellers in California and buyers worldwide. The principals at CEG have been initiating and executing complex transactions for entrepreneurial companies combining our financial, legal, tax and transaction structuring skills. These companies have either been acquired by or merged with public companies, private investment groups, entrepreneur groups…

Recent Transactions

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  • Aug 2023 Advised Kinetic Ceramics, Inc. in its sale to A Private Buyer Group
  • Aug 2023 Advised Energy Efficient Lighting, Inc in its sale to Lighting Retrofit International, LLC
  • Aug 2023 Advised Spinnaker Microwave, Inc. in its sale to A Management Buyer Group
  • Aug 2023 Advised Life Safety Associates, Inc. in its sale to A Management Buyout Group

Pigwing Consulting

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Pigwing specializes in creating process strategies for adoption of disruptive intellectual property. We combine business development with positioning for funding along with identifying and targeting early adopter markets. We connect our clients with user-investors with established industry relationships and who will generate and accelerate traction, all leading to a successful exit.We are a high touch, personalized and results-focused team specializing in the success of disruptive technologies in any industry. We operate on fundamental business principles, and we apply behavior…

Recent Transactions

This member has no reported closed transactions.

Dynosense Corp

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DynoSense provides highly efficient life-enhancing products and services through an accurate, secure, and simple to use AI Powered Data Analytics platform. Our solution will effectively engage individuals to optimally improve their health, make a smarter decision for better healthy life, as well as reducing the risk of life-threatening conditions.

Recent Transactions

This member has no reported closed transactions.

Archers Capital

2 Total Closed Deals
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Led by experienced prior owners of lower middle market companies, Archers Capital provides M&A transaction and strategic advisory services to the lower middle market. The partners at Archers Capital focus on delivering value-maximizing results throughout the life-cycle of its clients, from initial capital raises to growth capital and advisory services to executing strategic exit events. With core backgrounds in technology and food/beverage related businesses, Archers Capital serves as sell-side and buy-side financial advisor to businesses and investors throughout California.

Recent Transactions

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  • Mar 2011 Advised Divine Foods in its sale to Imperial Range
  • Jan 2011 Advised Valley View Packing Co. in its sale to Odysseus Farms

Architect Partners

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Architect Partners (“AP”) is a mergers and acquisition advisory firm focused on helping to create premium-value outcomes for innovative internet, mobile and digital media companies. Architect Partners also frequently publishes observations and perspective on sector strategy and M&A for clients, called AP Insight. AP Insight includes M&A Alert (concise assessment of sector M&A transactions), M&A Snapshot (quarterly analysis of M&A trends and activity) and Ecosystem Thoughts (sector perspective).

Recent Transactions

This member has no reported closed transactions.

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Summa Financial Group

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Founded December 1985 with the sole purpose of providing professional services to the middle-market business sector. SUMMA Financial Group, Inc. is a full service merger & acquisition firm acting on behalf of either sellers or buyers. SUMMA specializes in mergers and acquisitions dealing in transactions in the $4 Million to $75 Million Dollar Value Range. Summa is affiliated with many professional organizations such as the Alliance of Merger Acquisition Advisors, M&A Source, the nation's largest Merger & Acquisition groups as well as several others. SUMMA joint ventures in marketing and sales…

Recent Transactions

This member has no reported closed transactions.

Stonecreek Associates

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Stonecreek Associates is a financial advisory group specializing in mergers & acquisitions, debt financing, equity financing, venture capital, going public transactions, PIPEs, and reverse mergers into public shells. Working jointly with affiliated investment banking firms, Stonecreek provides its advisory services primarily to emerging growth and middle market companies.We can assist companies in identifying merger & acquisition candidates, and raising growth capital through debt financing, equity financing and venture capital. We can also take a company through the entire process of going…

Recent Transactions

This member has no reported closed transactions.

APB Law, P.C.

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APB Law, P.C. represents technology clients in their corporate and M&A matters. Our clients range from emerging growth companies to large publicly traded corporations in both the U.S. and abroad. We limit the total number of our engagements to enable us to thoroughly learn our clients’ businesses and provide ultra responsive client service.Our attorneys are extremely experienced and efficient–having helped clients successfully complete several billion dollars worth of M&A and other corporate transactions. Because we’ve eliminated all the unnecessary overhead, APB Law is able to offer…

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 Jose 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 Jose 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 Jose?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in San Jose are active across multiple regions, while firms based elsewhere may also participate in the San Jose 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 Jose?

When comparing M&A Advisory Firms in San Jose, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 10 firms included in the directory and can help identify firms that align with your needs.

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

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