95 public firms currently match both the software & saas focus and California geography. Narrow your search faster than browsing the full directory.
Firms
95
Deal range
$100K–$10B
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–$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
$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
$10M–$400M · Los Angeles, CA
Los Angeles-based boutique M&A advisory firm specializing in middle-market transactions with deep expertise in media, technology, consumer products, and financial services.
Advisor profile
$50M–$500M · San Francisco, CA
Specialist investment bank focused exclusively on life science M&A, partnerships, and capital raises, with 20+ years of experience advising biotech, medtech, and diagnostics companies.
Advisor profile
$10M–$100M · San Mateo, CA
Silicon Valley-based technology investment bank specializing in M&A and capital raises for profitable software and technology companies with $10-100M in annual revenue.
Advisor profile
$50M–$1B · Palo Alto & New York
Boutique M&A and strategic financing advisor specializing in crypto, blockchain, DeFi, and fintech companies, with deep expertise in blockchain protocols, crypto exchanges, and regulated digital asset infrastructure.
Advisor profile
San Francisco, CA
Transaction readiness advisory for technology companies—helping founders, PE sponsors, and CEOs prepare clean, defensible financial data and metrics for debt, equity, and M&A diligence.
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–$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–$325M · Laguna Hills, CA
Independent M&A advisory and investment banking firm serving entrepreneurs and business owners across manufacturing, healthcare, technology, and distribution sectors.
Advisor profile
$10M–$100M · San Francisco, CA
Boutique investment banking firm specializing in early-stage company advisory, including capital raising, M&A exit guidance, and financial strategy for technology startups and emerging consumer brands.
Advisor profile
$20M–$2B · Menlo Park, CA
Premier independent investment bank specializing in sell-side M&A advisory for software companies ($20M-$2B+), with 188+ deals completed and deep relationships with strategic acquirers and PE firms.
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
$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
$5M–$500M · San Francisco, CA
Boutique M&A advisory firm specializing in technology company transactions for software, Internet, and IT services, with founder bringing $90B+ transaction experience from SBC, EarthLink, and Cometa Networks.
Advisor profile
$5M–$500M · Los Angeles, CA
Boutique investment bank specializing in M&A advisory for communications, technology, and digital media companies. 20+ years of transaction expertise with focus on strategic buyer relationships and institutional-quality process execution.
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
$20M–$500M · San Francisco, CA / Boston, MA
Technology-focused M&A advisory and capital raising firm specializing in cybersecurity, governance, risk, and privacy platforms, serving $20M-$500M+ companies with senior partner-led processes and deep buyer networks.
Advisor profile
$20M–$200M · Cupertino, CA
Specialized boutique investment bank combining deep technical expertise (PhDs in materials science, electrical engineering) with 25+ years of M&A advisory experience in semiconductors, MEMS, wireless systems, digital media, life sciences, and advanced materials. Small team (5-7) provides senior-level hands-on advisory for $20M-$200M technology transactions.
Advisor profile
$1M–$250M · Irvine, CA
Full-service investment bank focused on mid-market and emerging companies navigating IPOs, capital raises, M&A advisory, and restructuring. Known for client-focused relationship banking and diverse transaction expertise.
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
$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
$5M–$250M · Calabasas, CA
Specialized boutique M&A advisor for lower middle market family-owned and founder-led companies, with deep expertise in industrial manufacturing, aerospace/defense, and business services. Known for senior-level advisory, hands-on process management, and multiple value-creation approaches.
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
$5M–$250M · Newport Beach, CA
Boutique M&A and capital advisory firm serving lower middle-market technology, business services, and consumer companies through institutional-quality processes and founder-centric advisory.
Advisor profile
$3M–$50M · Irvine, CA
Investment banking and financial advisory firm founded in 1992, specializing in private placements, M&A, and growth financing for emerging companies with over $230 million in assisted transactions.
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
$5M–$100M · San Francisco, CA
Specialized investment bank focused exclusively on software and internet M&A since 2001, with deep expertise in data/analytics, marketing technology, and communications technology sectors.
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
$10M–$100M · Los Angeles, CA
Los Angeles-based boutique investment bank (2010-2020) specializing in lower middle market M&A and private capital placements, acquired by American Discovery Capital in 2020.
Advisor profile
$50M–$5B · San Francisco, CA
Boutique investment bank specializing in technology and media M&A advisory, founded by former CBS Interactive and CBS Corporation executives. Completed 90+ transactions including Playtika ($4.4B), Score Media ($2B), and Buddy Media ($689M). Acquired by The Raine Group in 2023.
Advisor profile
$10M–$250M · Los Angeles, CA
Global independent middle-market M&A advisor with 70+ years of experience, 3,500+ transactions, and offices across 16 countries. Specializes in sell-side, buy-side, and capital advisory for businesses in the $10M-$250M range.
Advisor profile
$10M–$500M · El Segundo, CA
Full-service M&A advisory and investment banking firm specializing in middle market transactions ($10M-$500M) across manufacturing, aerospace & defense, healthcare, technology, and transportation, combining investment banking execution, deal sourcing/origination, private capital investing, and independent valuation services.
Advisor profile
$50M–$10B · San Francisco Bay Area, CA
Leading independent technology investment bank specializing in M&A and capital raising for high-growth software, semiconductors, and infrastructure companies.
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
$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
$10M–$10B · San Francisco, CA
Global investment banking firm focused exclusively on financial technology, with 400+ transactions and deep expertise advising fintech companies on M&A, capital raises, and strategic partnerships.
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
$10M–$250M · Los Angeles, CA
FINRA-registered broker-dealer platform sponsoring 225+ independent investment bankers for M&A and capital raising transactions. $11B+ in transaction volume across 2,000+ deals since 2001.
Advisor profile
$10M–$200M · Irvine, CA
West Coast middle-market investment bank (founded 1984) specializing in sell-side M&A advisory for manufacturing, software/SaaS, distribution, aerospace, and services companies in the $10M-$200M revenue range.
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–$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
$5M–$100M · Campbell, CA
Silicon Valley-based M&A advisory firm specializing in $5M-$100M transactions across manufacturing, construction, distribution, and business services, with 500+ closed transactions and $5B+ in aggregate deal value.
Advisor profile
$10M–$250M · San Francisco Bay Area, CA
Boutique M&A advisory firm specializing in bootstrapped software and technology companies, known for 'product-first' approach, 83% close rate, and long-term founder relationships dating to 2010.
Advisor profile
$5M–$500M · San Francisco, CA
Boutique technology M&A advisory firm specializing in software, semiconductor, and capital equipment transactions with global strategic buyer relationships and founder-partner involvement.
Advisor profile
$10M–$250M · Los Angeles, CA
Los Angeles-based middle-market M&A advisor specializing in consumer brands, software, healthcare, industrials, and media. Owned by MUFG; known for human-centric deal approach and sector-specific expertise.
Advisor profile
$10M–$300M · San Francisco, CA
San Francisco-based boutique M&A advisory firm specializing in mid-market technology, healthcare, digital media, and professional services transactions, with 300+ deals and founder-led engagement model.
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
$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
$10M–$100M · Irvine, CA
Boutique investment bank providing M&A advisory and capital raise services to middle-market companies, with 350+ transactions closed and deep expertise across aerospace & defense, building materials, business services, and technology sectors.
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
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–$250M · Menlo Park, CA
Silicon Valley-based M&A advisory firm with 30+ years of experience specializing in technology, software, and IT services transactions, known for principal-only partner involvement and personalized 24/7 engagement management.
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–$500M · Los Angeles, CA
Los Angeles-based boutique investment bank specializing in financial institutions M&A, bank private placements, and blockchain/fintech advisory. 50+ transactions completed with #1 ranking in West Coast bank equity and debt placements.
Advisor profile
$20M–$500M · San Francisco, CA
San Francisco-based boutique investment bank specializing in TMT and digital infrastructure M&A, with deep expertise in fiber networks, wireless towers, and data center transactions. Acquired by Houlihan Lokey in 2020.
Advisor profile
$10M–$300M · Westlake Village, CA
Middle market investment bank providing M&A advisory and valuation services to founder and family-owned businesses with $15M-$300M in revenues, combining deep valuation expertise with exhaustive buyer outreach.
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
$5M–$200M · Santa Monica, CA
FINRA-registered investment banking platform for independent bankers with $105B+ in transaction history, specializing in business services, IT, digital media, software, and healthcare transactions in the $5M-$200M range.
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.
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$10M–$250M · San Diego, CA
Specialized middle market investment bank focused exclusively on sell-side M&A advisory for closely-held businesses in Business Services, Consumer, Healthcare, Life Sciences, Manufacturing & Distribution, and Technology sectors.
Advisor profile
$10M–$500M · Los Angeles, CA
Boutique investment bank specializing in M&A advisory, capital raising, and strategic transactions for minority-owned and emerging businesses, technology, cannabis, media, and digital assets companies, founded 2003.
Advisor profile
$10M–$500M · East Palo Alto, CA
Technology-focused investment bank specializing in middle-market M&A for software, SaaS, and digital media platforms. 20+ year track record with 205+ completed transactions and strong PE relationships.
Advisor profile
$1M–$100M · Santa Monica, CA
Lower middle market M&A advisory and business brokerage firm specializing in sell-side advisory, buy-side transactions, and strategic M&A across insurance, technology, manufacturing, healthcare, and professional services sectors. Success-fee driven with 50+ annual deal closings.
Advisor profile
$10M–$500M · San Diego, CA
Independent sell-side investment bank serving founder-led and family-owned businesses in the lower middle market ($10M-$500M), with deep expertise in manufacturing, technology, and professional services.
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$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.
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$10M–$250M · Sausalito, CA
Boutique advisory and investment banking firm specializing in M&A, capital raising, and strategic partnerships for technology, healthcare IT, media, and cybersecurity companies, with 30+ years of transaction experience.
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$20M–$250M · Mill Valley, CA
Boutique investment bank specializing in corporate debt advisory, equity financing, and select M&A work for middle market companies ($50M-$500M enterprise value) seeking $20M-$250M in capital structuring.
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
$5M–$250M · Los Angeles, CA
AI-enabled investment bank focused exclusively on software and IT services M&A, with 200+ transactions and $20B+ in completed deals since 2009.
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$2M–$65M · Irvine, CA
FINRA-regulated investment banking and corporate advisory firm specializing in valuations, fairness opinions, capital raises (IPOs, secondaries, SPACs), and M&A advisory for mid-market companies across technology, healthcare, and industrial sectors.
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 · San Francisco, CA
Boutique technology investment bank specializing in M&A advisory, capital raising, and financial advisory services for emerging growth and mid-market technology companies across software, AI/ML, IoT, and digital media sectors.
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
Over $50M · San Francisco, CA
Boutique technology-focused investment bank specializing in M&A advisory and capital solutions for software, enterprise IT, defense tech, healthtech, fintech, and government technology companies. 198 completed transactions exceeding $125B; 200+ professionals in SF and NYC. Known for senior-led processes, independent advisory model, and deep technology expertise.
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–$50M · Burlingame, CA
Independent investment bank founded in 1996, serving founder-owned businesses in the $5M-$50M range with senior-level M&A advisory, financial restructuring, and corporate finance services across technology, business services, healthcare, and manufacturing 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
$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.
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$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
$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.
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$5M–$75M · Los Angeles, CA
FINRA-registered investment bank (CRD#39914) specializing in IPOs, private placements, and capital raises for microcap healthcare, technology, and emerging growth companies, with 200+ transactions completed since 1999.
Advisor profile
$25M–$250M · Los Angeles, CA
Los Angeles-based conflict-free investment bank representing exclusively private business owners in sell-side M&A transactions, known for achieving 30-50% premium valuations through exhaustive buyer outreach and aggressive negotiation without buyer conflicts.
Advisor profile
$10M–$3.4B · Palo Alto, CA
Boutique investment bank specializing in growth company M&A, pre-IPO positioning, and international capital markets access, with particular depth in Asian technology and cross-border transactions.
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.
Advisor profile
$3M–$250M · Los Angeles, CA
Los Angeles-based international investment bank serving emerging growth and middle-market companies ($3M-$250M TEV) since 1997, with deep expertise in aerospace & defense, manufacturing, healthcare, energy, and technology sectors. FINRA registered with 100+ completed transactions.
Advisor profile
$5M–$100M · Singapore (with San Jose, CA presence)
Boutique investment bank founded in 2008, providing M&A advisory, business valuation, and corporate finance services to early and growth stage companies in healthcare and technology sectors, with cross-border presence in Singapore and the United States.
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.