22 public firms currently match both the real estate focus and California geography. Narrow your search faster than browsing the full directory.
Firms
22
Deal range
$1M–$1B
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
$5M–$150M · Los Angeles, CA
Los Angeles-based boutique investment bank specializing in healthcare facility M&A and specialty finance advisory for lower-middle market companies ($5M-$150M), with deep expertise in skilled nursing facility acquisitions and lender finance.
Advisor profile
$30M–$150M · Los Angeles, CA
Institutional real estate investment manager specializing in $30M-$150M middle-market deals across multifamily, retail, industrial, and mixed-use properties in high-growth Sunbelt markets.
Advisor profile
$5M–$500M · El Segundo, CA
Middle market investment bank with $20B+ transaction experience, known for relationship-driven advisory across M&A, capital raising, and special situations—8 M&A Deal of the Year awards in last 9 years.
Advisor profile
$5M–$500M · Los Angeles, CA
Leading middle market investment bank specializing in M&A advisory, capital markets, and restructuring for growth companies and financial sponsors across all industries, with market-leading expertise in cryptocurrency, digital assets, and emerging sectors.
Advisor profile
$10M–$1B · Los Angeles, CA
Transnational boutique investment bank specializing in M&A advisory, capital raises, and corporate finance for middle market companies ($10M-$1B) with international expertise and technical depth.
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–$250M · Newport Beach, CA
Specialized investment banking firm founded in 2001, providing M&A advisory, capital raise, and fairness opinion services to private middle market companies across healthcare, technology, 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
$5M–$100M · Petaluma, CA
California-based M&A advisory and business valuation firm serving $5-100M revenue companies since 2002, with deep expertise in manufacturing, industrial automation, and distribution. Completed 100+ transactions with strong technical industry knowledge.
Advisor profile
$50M–$500M · Los Angeles, CA
Leading independent middle market investment bank (legacy FocalPoint Partners, acquired by B. Riley 2022) specializing in sell-side M&A advisory for $50M-$500M+ businesses with deep expertise in healthcare, technology, industrials, and crypto sectors.
Advisor profile
$25M–$500M · San Francisco, CA
Full-service investment bank combining capital markets capabilities with focused M&A advisory across technology, healthcare, real estate, business services, and industrial sectors. Acquired by Citizens Financial Group in 2021.
Advisor profile
Larkspur, CA
Global investment banking and advisory boutique with merchant bank model, combining M&A advisory services with direct private equity investment through BayStar Capital funds.
Advisor profile
$10M–$500M · San Francisco, CA / Rye, NY
Full-service investment bank and broker-dealer providing M&A advisory, capital raising, and corporate finance services with FINRA registration and broker-dealer capabilities.
Advisor profile
$10M–$250M · Santa Monica, CA
Boutique investment bank specializing in middle market M&A with deep expertise in consumer products, food & agriculture, business services, and cross-border transactions. Over 400 completed transactions and $25B in deal value since 2006.
Advisor profile
$10M–$250M · Newport Beach, CA
Relationship-driven investment bank specializing in M&A advisory and capital markets services for emerging growth companies across business services, healthcare, technology, consumer, energy, and industrial sectors.
Advisor profile
$15M–$1B · El Segundo, CA
Specialized investment bank serving Native American Tribes with capital raising, M&A advisory, and strategic restructuring. 30+ years in tribal finance with $17B+ capital raised.
Advisor profile
$10M–$500M · San Francisco, CA
Boutique technology-focused investment bank specializing in SaaS, Internet, and digital media M&A advisory and capital raising for growth-stage and lower-middle-market companies.
Advisor profile
$5M–$20M · Irvine, CA
Lower middle market M&A advisory firm specializing in $5M-$20M TEV transactions, with 1,150+ completed deals since 2002. Four-principal team with founder-operator perspective, 80%+ success rate, and expertise across construction, manufacturing, healthcare, and business services.
Advisor profile
$10M–$250M · Los Angeles, CA
Los Angeles-based global investment banking and investment management firm specializing in lower middle market M&A advisory, restructuring, and capital markets services for manufacturing, healthcare, consumer, and business services companies.
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.