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Top M&A Advisory Firms in California - Axial

Members (188 results)

Page Olson Commercial & Business Brokerage

M&A Advisory Firm
  • 1 Total Closed Deal
Page Olson Commercial and Business Brokerage was established in San Diego, California in 1980 and has since become recognized as the pre-eminent business brokerage firm in San Diego.Page Olson specializes in a wide range of business sales, to include the sale/acquisition of small and middle market businesses and business development consulting.Page Olson's expert team of brokers and agents is comprised of some of the most proficient and successful in the brokerage industry.
Most Recent Transactions
Advisor
Nov 2024
was acquired by

National Business Brokerage, Inc

M&A Advisory Firm
  • 1 Total Closed Deal
National Business Appraisers, Inc. (NBA) provides Business Valuations and Asset Appraisals that meet the highest standards of USPAP (the Uniform Standard of Professional Appraisal Practice) from the American Society of Appraisers (ASA) and the standards of NACVA (National Association of Certified Valuators and Analysts) as well as that of the AICPA (American Institute of Certified Public Accountants) SSVS1 (Statement on Standards for Valuation Services). Our Asset Appraisals and Business Valuations meet the scrutiny of attorneys, accountants, banks and their clients, courts and the IRS…
Most Recent Transactions
Advisor
Jun 2014
secured investment from

EvergreenGold Business Brokers

M&A Advisory Firm
  • 1 Total Closed Deal
Having managed and sold several businesses of his own, Tim offers business sellers extensive personal experience and professional expertise in building business value, planning a successful exit strategy, "packaging" and promoting the sale, and coordinating a successful and profitable transition.
Most Recent Transactions
Advisor
May 2022
secured investment from

Idea Tree Advisory

M&A Advisory Firm
  • 1 Total Closed Deal
At Idea Tree Advisory, we know that you have poured everything into building your business. And whether it’s now or sometime in the future, you want to create financial freedom and relieve yourself of the burden of your day to day responsibilities. In order to do that, you’ll need to sell all or part of your business to the right partner at the right time, for the right price. The problem is that mergers and acquisitions are not in your wheelhouse which can leave you feeling overwhelmed and unsure of how to proceed to achieve the best outcome.We believe that every business owner ought to…
Most Recent Transactions
Advisor
Jun 2024
was acquired by

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
Advisor
Mar 2023
secured investment from

Sandfox Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
Sandfox provides high impact strategic and financial advice to owners and boards of established and emerging companies on matters crucial to their growth and success. Our team has decades of collective experience working for prominent global investment banks and we strive to bring that same level of capital markets insight and flawless execution to our clients.​Sandfox advises clients on mergers, acquisitions, leveraged buyouts, divestitures, recapitalizations, capital structure optimization, and capital raising alternatives. Our investment bankers combine seasoned transaction expertise…
Most Recent Transactions
Advisor
Nov 2022
secured investment from

SD Business Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

When it comes to selling your business, you want experts you can trust. We work as a team to help our clients realize their dreams. Whether you're considering retirement or simply wishing to embark on your next chapter, we are here to help ensure a smooth transition. SD Business Advisors has sold over 600 businesses nationwide since 2007, totaling hundreds of millions in transactions. We are experts in business valuation, marketing, facilitating negotiations, and the many delicate aspects of a business transaction. We have a wide range of industry specialists who focus on maintaining…

Integral Capital Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Founded in 2021, Integral Capital Advisors is a boutique investment bank with decades of expertise across multiple industry verticals with an unwavering commitment to providing our clients with honest, practical, and sound financial and strategic advice.

Suncor Resources

M&A Advisory Firm

    This member has no reported closed transactions.

Suncor Resources is located in San Diego, California and performs M&A Broker services for privately owned companies. The President of Suncor has significant experience to handle a gamut of business buy-sell initiatives for his clients’ benefit via his recognized investment banking and strategic consulting background.Irrespective of the size of a seller client company, Suncor uses the same approach: Extensive interview regarding the exit goals of a seller company - Preparation of an impactful, blind, marketing profile for the company - Preparation of a top-level Executive Summary of the…

California Business Advisors, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

The California Business Advisors team includes a diverse group of experts from a variety of backgrounds. They have been a part of over 300 successful transactions during the last decade. The firm specializes in representing business owners interested in selling their business, or assistance with merger and acquisition activities. Based in San Diego, CA. DRE Lic# 02138945, CaliforniaBusinessAdvisors.com, 858-216-1637.

Valcor Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

VALCOR is an independent financial advisory firm with extensive experience in mergers & acquisitions, corporate and real estate valuation, and litigation consulting.As a trusted advisor to numerous companies and investors, we provide sound tactical advice, superior analytical skills and negotiating expertise at all stages of the business life-cycle.VALCOR’s Value-Driven services help businesses and property owners maximize asset value, comply with financial reporting & tax compliance requirements, and resolve commercial conflicts.

Bill Dragolas- GT Securities

M&A Advisory Firm

    This member has no reported closed transactions.

Bill Dragolas is a seasoned professional with several years of experience helping companies to raise capital or sell themselves to another company. If you are interested in learning more about his deals, please pursue them via the Axial link.

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.

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…

Ridger Capital

M&A Advisory Firm

    This member has no reported closed transactions.

Ridger Capital is an investment banking firm based in Los Angeles. We offer sector specific assistance for capital raises and M&A to clients primarily in the Life Sciences and Food & Agribusiness industries.We serve companies, entrepreneurs, and investors globally. The firm sources capital from multiple platforms, including strategics, specialized funds, sovereigns, offshores, family offices and other private investor groups.Securities are offered through GT Securities, Inc., a licensed broker-dealer and FINRA and SIPC member.

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

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

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