31 public firms currently match both the retail & e-commerce focus and California geography. Narrow your search faster than browsing the full directory.
Firms
31
Deal range
$50K–$9.4B
Top cities
San Francisco, Los Angeles
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
$5M–$250M · San Francisco, CA
San Francisco-based independent investment bank founded in 2003, specializing in M&A advisory for cannabis, consumer products, and technology companies. Known for pioneering cannabis investment banking research and sponsoring Ackrell SPAC Partners I.
Advisor profile
$5M–$75M · Studio City, CA
Boutique capital raising specialist for middle market M&A and corporate financings, providing debt and equity sourcing for acquisitions, recapitalizations, and growth transactions. Acquired by Palm Tree LLC in January 2023.
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
$5M–$500M · Irvine, CA
Technology-focused independent investment bank specializing in sell-side M&A for software, SaaS, and telecommunications companies, with deep international buyer networks and 50+ years of combined technology M&A expertise.
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
$200K–$100M · Campbell, CA
Largest business brokerage in the Western US, specializing in selling lower and middle-market businesses with revenues up to $100M. Operating since 1981 with 7,000+ completed transactions across manufacturing, distribution, retail, restaurants, healthcare, and business services.
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
$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
$500K–$100M · Mission Viejo, CA
California's premier M&A advisory firm since 2003, specializing in sell-side transactions for manufacturing, construction, healthcare, and service businesses from $500K to $100M+. Known for rapid closings, comprehensive buyer networks, and hands-on founder-led deal execution.
Advisor profile
$2M–$50M · Los Angeles, CA
Full-service M&A advisory firm and business brokerage specializing in confidential sales of founder-owned businesses valued $2M-$50M across manufacturing, distribution, services, healthcare, and technology sectors in California and Nevada.
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
$20M–$500M · San Francisco, CA
Boutique investment bank specializing in M&A advisory and capital raising for premium wine, spirits, and beverage alcohol brands, with 20+ years of transaction experience and $4B+ in advisory volume.
Advisor profile
$5M–$250M · Los Angeles, CA
Independent investment banking firm specializing in lower middle market M&A advisory, capital raising, and valuations for companies in 10+ industry sectors, with demonstrated expertise across healthcare, technology, manufacturing, consumer, and business services.
Advisor profile
$500K–$10M · Newport Beach, CA
Southern California M&A advisory and business brokerage specializing in confidential sell-side advisory for manufacturing, distribution, and service-oriented businesses in the $1M-$50M revenue range.
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
$30M–$9.4B · Los Angeles, CA
Boutique Los Angeles investment bank specializing in sell-side M&A and advisory for founder-owned and family-owned middle-market companies, known for hands-on senior banker involvement and client-first culture.
Advisor profile
$10M–$250M · San Francisco, CA
Independent sponsor (not an M&A advisor) that invests in lower-middle market consumer, business services, and distribution companies. Provides flexible capital structures and operational partnerships to founder and family-owned businesses seeking partial liquidity or growth capital.
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
$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
$1M–$30M · Orange County, CA
Full-service business brokerage and lower middle market M&A advisory firm serving privately held businesses with $1M-$30M in revenue across California, Nevada, and Texas.
Advisor profile
$10M–$250M · San Francisco, CA
Boutique investment bank spun out of Headwaters MB in 2018, focused exclusively on technology and digital economy M&A with 150+ years of combined team experience and nearly 200 transactions completed.
Advisor profile
$10M–$1B · San Francisco, CA
The leading consumer-focused M&A advisory firm with 350+ transactions and $100B+ in deal value, specializing in restaurants, food & beverage, fitness, and beauty & wellness sectors.
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
$50K–$50M · Rancho Cucamonga, CA
Business brokerage firm serving California's Inland Empire, part of the global Sunbelt Network, specializing in Main Street and lower middle market business sales ($50K-$50M) across manufacturing, healthcare, services, and retail sectors.
Advisor profile
$25M–$250M · Los Angeles, CA
Global independent investment bank specializing in M&A advisory for premium consumer brands and digitally native companies, with 25+ years advising founders, families, and financial sponsors on transactions worth tens of billions.
Advisor profile
$5M–$250M · Los Angeles, CA (historical); now Providence, RI (Citizens Capital Markets)
Nation's leading boutique M&A advisory firm specialized exclusively in restaurant franchisee and multi-unit operator transactions, now operating as Citizens' Restaurant, Franchise and Multi-Unit Advisory with 500+ transactions and $20B+ transaction value since founding in 2000.
Advisor profile
$10M–$150M · San Francisco, CA
San Francisco-based boutique investment bank focused on emerging growth and lower-middle-market M&A advisory, founded by Anne Vrolyk with 30+ years of predecessor firm history.
Advisor profile
$25M–$5B · San Diego, CA
Independent boutique investment bank specializing in sell-side M&A advisory for middle-market companies, with particular depth in consumer, restaurant, and industrial sectors throughout the Western US.
Advisor profile
$500K–$250M · Irvine, CA
California-based business brokerage and M&A advisory firm serving $500K-$250M revenue businesses across 33 states, specializing in cross-border transactions, capital gains preservation, and technology-driven buyer sourcing.
Advisor profile
$100K–$15M · Laguna Hills, CA
California-based business brokerage serving main street and lower middle market transactions ($100K-$15M), with 93+ completed deals across manufacturing, distribution, business services, restaurants, and route-based businesses.