31 public firms currently match both the professional services focus and California geography. Narrow your search faster than browsing the full directory.
Firms
31
Deal range
$100K–$500M
Top cities
Los Angeles, San Francisco
Updated
3/14/2026
When you know both your sector and location, you want results that match — not a generic list. This page combines both filters.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$1M–$25M · San Ramon, CA
California-based M&A advisory firm founded in 1984, specializing in sell-side transactions for founder-owned and family-held businesses in the $1M-$25M range across manufacturing, distribution, business services, healthcare, and specialty sectors.
Advisor profile
$500K–$100M · Los Gatos, CA
Northern California business broker specializing in lower-middle-market M&A for distribution, manufacturing, and service businesses with revenues of $500K-$100M.
Advisor profile
$5M–$250M · Riverside, CA (HQ) / Irvine, CA / Las Vegas, NV / Washington, DC
National ESOP and M&A advisory specialist focused on founder-owned businesses seeking sustainable employee ownership transitions, with deep expertise in lower/core middle-market companies ($5M-$100M+).
Advisor profile
$5M–$200M · San Ramon, CA
Middle-market M&A advisory firm specializing in sell-side transactions ($5M-$200M) across manufacturing, environmental services, healthcare, field services, and technology sectors. Known for buyer identification expertise and 20%+ value uplift delivery.
Advisor profile
$1M–$50M · Santa Monica, CA
California-based M&A advisory and business brokerage firm specializing in the sale of small to medium-sized businesses ($1M-$50M) across 11+ industries, with 24+ advisors, 12,000+ registered buyers, and institutional-quality transaction processes.
Advisor profile
$25M–$150M · San Jose, CA
Boutique Silicon Valley-based M&A, private equity, and ESOP advisory firm specializing in middle-market business owner succession planning and liquidity events with an unbiased, integrated approach to transaction structuring.
Advisor profile
$5M–$500M · Los Angeles, CA
Los Angeles-based boutique M&A advisory firm specializing in middle market transactions ($5M-$500M TEV) for founder-owned and emerging companies, with 35+ years of experience and senior banker engagement on every deal.
Advisor profile
$5M–$75M · San Diego, CA
San Diego-based valuation and M&A advisory firm serving emerging growth and founder-owned companies under $75M enterprise value, with deep expertise in technology, healthcare, consumer, and industrial sectors.
Advisor profile
$25M–$500M · Beverly Hills, CA
Independent boutique investment bank specializing in sell-side M&A and financial advisory for lower/core middle market companies ($25M-$250M TEV). Known for senior-level resources on every deal and exhaustive buyer outreach processes.
Advisor profile
$1M–$100M · Walnut, CA
Los Angeles-based M&A advisory specializing in business exits ($1M-$100M+) and IPO incubation for growth companies, with expertise in e-commerce, cross-border transactions, and operational turnaround.
Advisor profile
$1M–$50M · Roseville, CA
California-focused M&A advisory firm serving the lower middle market with a pre-exit planning philosophy. 500+ transactions completed, specializing in manufacturing, trades, automotive, and service businesses across California.
Advisor profile
Los Angeles, CA
National litigation support and legal services firm providing comprehensive 'File Thru Trial' solutions including court filing, eFiling, service of process, court reporting, eDiscovery, and investigations. Note: First Legal is NOT an M&A advisory firm.
Advisor profile
$10M–$500M · Palo Alto, CA
Silicon Valley-based technology investment bank specializing in M&A advisory and capital raising for mid-market software, cloud, FinTech, and deep technology companies globally, with 300+ completed transactions and strong relationships with Tier-1 PE firms and Fortune 500 acquirers.
Advisor profile
$15M–$500M · Los Angeles, CA
Full-service investment bank serving middle market M&A transactions with institutional process quality, strong platform-building capability, and specialized expertise in business services, healthcare, and consumer sectors.
Advisor profile
$10M–$250M · Mill Valley, CA
Boutique investment bank founded in 2007, specializing in M&A advisory and private capital raising for technology, media, life sciences, and clean-tech companies with operations through specialized divisions including Inverness Advisors and WestCape Advisors.
Advisor profile
$5M–$100M · Westlake Village, CA
Full-service M&A advisory firm specializing in lower middle-market California businesses with $5M-$100M in revenue. Success-fee based model with 250+ completed transactions across manufacturing, distribution, healthcare, technology, and business services.
Advisor profile
$5M–$100M · Los Angeles, CA
Los Angeles-based M&A advisory firm specializing in sell-side transactions for lower-middle market businesses ($5M-$100M revenue), with deep expertise in manufacturing, aerospace/defense, IT services, and professional services. Known for 86% close rate, institutional-quality processes, and pre-sale value maximization.
Advisor profile
$500K–$10M · Carlsbad, CA
San Diego-based business broker and M&A advisor specializing in professional sell-side advisory for owner-operated and family businesses in the $500K-$10M+ range, with 10+ annual closings and $10M+ transaction volume.
Advisor profile
$2M–$150M · Newport Beach, CA
Lower-middle market M&A advisory firm founded in 2005, specializing in AEC/engineering, healthcare diagnostics, and logistics sectors with 41+ transactions representing $2B+ in value.
Advisor profile
$50M–$500M · San Francisco, CA
Mission-driven boutique investment bank specializing in higher education, healthcare, and nonprofit advisory services. Founded 1987 with offices in San Francisco and New York.
Advisor profile
$100K–$5M · Simi Valley, CA
Southern California business brokerage firm specializing in Main Street and lower middle market business sales, with deep expertise in manufacturing, distribution, professional services, and retail sectors.
Advisor profile
$5M–$200M · San Diego, CA
Southern California-based M&A advisory firm serving lower middle market business owners ($5M-$200M revenue) with institutional-quality sell-side, buy-side, and capital raising services. 30+ years of founder-operated excellence with a remarkable 97%+ deal close rate.
Advisor profile
$300K–$37M · San Marcos, CA
Southern California-based business brokerage specializing in sell-side M&A for manufacturing, service, distribution, e-commerce, and hi-tech businesses in the $1M-$5M transaction range, with 600+ deals closed and a 90%+ success rate.
Advisor profile
$15M–$500M · El Segundo, CA
Boutique investment bank specializing in senior banker-led M&A advisory for healthcare services and regional middle-market companies in the $15-$500M range, with 300+ transactions and $50B+ in aggregate deal value.
Advisor profile
$10M–$500M · Los Angeles, CA
Boutique investment bank specializing in music IP securitization, royalty financing, and entertainment asset monetization. Pioneer of Bowie Bonds and institutional-scale IP-backed securities.
Advisor profile
$25M–$500M · Pasadena, CA
Boutique middle-market M&A advisory firm specializing in sell-side transactions for entrepreneurs and family business owners, with deep expertise in automotive, parking technology, food & beverage, and software sectors.
Advisor profile
$5M–$500M · San Francisco, CA
Boutique investment bank (1998-2023) specializing in M&A advisory for emerging growth and small to mid-market companies, with particular expertise in technology, software, and digital media transactions.
Advisor profile
$5M–$100M · San Francisco, CA
Boutique advisory firm specializing in M&A, capital, and strategic advisory for growth-stage technology and AI companies ($5M-$100M revenue). Senior-led, data-informed, specialized sector focus.
Advisor profile
$2M–$250M · San Francisco, CA
Boutique sell-side investment bank specializing in founder-led software, AI, and internet company M&A with 200+ completed transactions and deep strategic buyer relationships.
Advisor profile
$1M–$250M · Beverly Hills, CA
Beverly Hills boutique investment bank specializing in capital raises and M&A for early-to-growth stage venture-backed companies in media tech, gaming, creator economy, and emerging technology.
Advisor profile
$30M–$500M · Palo Alto, CA
Global independent investment bank specializing in M&A and financings for emerging growth technology companies in the $30M-$500M enterprise value segment, with deep expertise in software, hardware, semiconductors, health tech, and digital media.