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Investment Banks in California

Showing 1 - 14 of 15 Investment Banks in California. Buy or Sell your Business in California.

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Interests: I am looking for a high-tech company that generates profits and has room to grow. I make personal investments in firms that are going public.
Background: Direct NASDAQ and New York Stock Exchange listings and institutional funding: Direct listings have emerged as an attractive alternative to traditional initial public offerings (IPOs) as the financial landscape continues to shift. A straight public listing offers the company a few appealing advantages. This method, we believe, has the potential to boost the company's growth prospects while also providing a variety of benefits to your shareholders and stakeholders. The traditional IPO process systematically underprices the stock of companies that use it. From 1980 to 2020, companies going through the traditional IPO process have underpriced their stock by an average of 20% and left a collective $200 billion on the table. In 2020 alone was even worse with an average of 48% underpricing and USD 30 billion left on the table. Underwriters and investment banks assist in the sale of stock in a company that is going public, they make substantial purchases at a significant discount for their account and their top customers. However, the shares are often sold by the investment bank at a discount to their genuine value, which has a negative influence on the company's total valuation.
8.8 / 10
Locations
California + 37 more
Industries
Analytics Software + 41 more
Investment Size
USD 5 Mn - 200 Mn
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VP, Xnergy ( Xnergy Financial LLC )

Investment Bank in San Francisco, USA

Interests: We're seeking businesses for sale and/or equity/debt financing for our network of institutional investors.
Background: We are an investment banking firm specializing in M&A and corporate finance.
7.7 / 10
Locations
USA + 3 more
Industries
Analytics Software + 24 more
Investment Size
USD 3 Mn - 100 Mn
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Interests: Things that we look for a company are: 1. Business models. 2. Geographically operations. 3. ESG Factors.
Background: We are an investment banking advisory firm assisting in M&A and Capital Raising with a presence in the United States and Europe. We deal in sectors like energy, technology, medical / healthcare, industrial domains, media/telecommunications, and real estate.
8.2 / 10
Locations
North America + 6 more
Industries
Aquaculture + 17 more
Investment Size
USD 2.6 Mn - 105 Mn
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Interests: Things that we look for a company are: 1. Business models. 2. Geographically operations. 3. ESG Factors.
Background: We are an investment banking advisory firm assisting in M&A and Capital Raising with a presence in the United States and Europe. We deal in sectors like energy, technology, medical / healthcare, industrial domains, media/telecommunications, and real estate.
8.2 / 10
Delaware
Locations
North America + 6 more
Industries
Aquaculture + 17 more
Investment Size
USD 2.6 Mn - 105 Mn
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Founding Partner, MergersCorp M&A International

Investment Bank in New York City, USA

Interests: Our cross-border m&a services are strategic advisory, sell-side advisory, buy-side advisory, fairness opinions, business valuations, hostile defence, divestitures, tender offers, spinoffs, carve-out to the world.
Background: We are a leading advisory brand, offering investment banking services with a focus on cross-border mergers and acquisitions and corporate finance to clients across the world. We provide a range of investment banking services to lower-middle and middle-market businesses: deal execution, deal origination, valuation of assets, business plans and financial modelling, Capital raising, debt raising, private equity financing, Debt restructuring, exit strategy reviews, strategic advisory and more.
9.2 / 10
Locations
USA + 164 more
Industries
Advertising Agencies + 190 more
Investment Size
USD 1.04 Mn - 520 Mn
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Director, Madison Street Capital

Investment Bank in Sarasota, USA

Interests: We look for companies who are looking to acquire or more a merger with another company. Usually working with companies generating $10M per year looking for debt and/or equity.
Background: I would like the opportunity to have a discover call to hear about your specific funding needs.
7.6 / 10
Locations
USA + 2 more
Industries
Precision Components + 2 more
Investment Size
USD 10 K - 20 Mn
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Director, Madison Street Capital

Investment Bank in Chicago, USA

Interests: Looking to help companies with capital needs. We can help with the sale of the business, merger with another company or the raising of capital. We can help find capital for any company in any industry, in any location.
Background: Posses 17 years of experience in helping businesses with legal, governance and capital raising issues. My experience includes working as an analyst at a private equity firm where I provided due diligence for dozens of companies as well as raising capital for companies in a variety of industries. My company is a specialized investment banking firm that provides mergers & acquisitions, advisory, financing and valuation services to public and private businesses. The firm focuses on representing privately held companies in the lower to middle market who are seeking to raise funds for their companies via debt and/or equity channels and sell-side advisory services. We provide services to public companies through our wholly owned subsidiary which is a registered broker-dealer and FINRA/SIPC member.
9.4 / 10
Locations
USA + 17 more
Industries
Animal Feed + 20 more
Investment Size
USD 6 Mn - 20 Mn
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Director, Porter Capital

Investment Bank in Birmingham, USA

Interests: Assets, invoices, accounts receivables, inventory, real estate / physical assets, and business model will be checked. We have a network base in the US and England hence we are location agnostic.
Background: We are a lending company and have been in the industry for 31 years. We assist in all kinds of financing. The main sectors that we work in oil & gas, manufacturing, transportation, and staffing. Have a funding history of over USD 4.5 billion. There will be no upfront or success fee. Processing and closing fee will be charged.
8.3 / 10
Locations
USA
Industries
Freight & Logistics + 7 more
Investment Size
USD 25 K - 20 Mn
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Manager, Tokai Tokyo Securities

Investment Bank in Tokyo, Japan

Interests: I'm looking for any sell side informaiton which Japanese companies might show an interest in.
Background: It is an investment bank listed in TSE. I specialize in cross border M&A advisory. I am a Japanese CPA and provide financial advisory services like a valuation. Established in 1908 having a presence in the US and Asian countries.
8.1 / 10
Locations
USA + 14 more
Industries
Heavy Electrical Equipment + 3 more
Investment Size
USD 490 K - 35 Mn
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Chief Executive Officer

Investment Bank in London, UK

Interests: - Strong management with clear execution plans. - Scalable business models or high-value assets. - Differentiated market positioning or technological edge. - Unlocked intrinsic value. We are geography and industry/sector-agnostic, as it is not a constraint.
Background: We are an investor, lender and investment banking advisory group with access to extensive co-investor private capital for diverse businesses and ventures. Our work is not limited by geography or industry, allowing us to work in varied sectors globally. We charge an upfront and a success fees depending on the deal.
7.7 / 10
Locations
USA + 24 more
Industries
Import / Export + 15 more
Investment Size
USD 1 Mn - 11.5 Mn
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Associate, O3 Capital Global Advisory

Investment Bank in Mumbai, India

Interests: IT and IT-enabled services and allied businesses.
Background: Leading IB in India with a strong focus on IT / Software.
6.3 / 10
Locations
USA + 7 more
Industries
Analytics Software + 7 more
Investment Size
USD 6 Mn - 60 Mn
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Managing Director

Investment Bank in India

Interests: We are looking mid to large companies seeking Debt funding/Loan for business expansion, Geo expansion, Acquisitions and New projects etc, in USA. , Europe and Dubai regions. we go by credit score of the business to qualify the fundraise.
Background: Advisory Services and Fundraising for Mid-Size to Large Companies. Our comprehensive advisory services and strategic fundraising solutions are tailored to support the growth and expansion of mid-size to large companies. We leverage our expertise to navigate complex business execution & financial landscapes and unlock new avenues for sustainable development.
6.6 / 10
Locations
USA + 7 more
Industries
Consulting + 25 more
Investment Size
Upto USD 59 Mn
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Interests: We are looking for existing businesses with proper documentation and registrations. The business can be anywhere in India, as our clients are based in India.
Background: We are an IB firm based in India, Singapore, and UAE that helps startups in equity funding (Seed to IPO) with a $500k minimum, focusing on revenue-generating ventures in India, Southeast Asia, Japan, and the Middle East. We also helps global opportunities to raise working capital, with investments ranging from $1M to $1000M, across sectors like project financing, renewable energy, real estate, education, healthcare, and strategic acquisitions.
7.7 / 10
Locations
USA + 5 more
Industries
Commercial Land + 4 more
Investment Size
USD 600 K - 120 Mn
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Interests: We are seeking out scalable businesses with sustainable and profitable products. We focus on industries around oil & gas exploration, technology, apparel, healthcare, education as well as textile and food & beverage industry, with a preference for those based in Africa, USA, Europe, and Japan, as our clients are interested in investing in these markets.
Background: We are global investment bank, operating in mergers and acquisitions, private equity, debt funding space offering strategic growth solutions. We work closely with companies from the USA, Europe, and Asian regions who endeavour to develop new markets with new products and customers through their strategic plans. We have been working in several industries and providing key solutions addressing the challenges faced and opportunities created for companies through partnerships and collaborations with appropriate and suitable companies. We charge upfront fees and success fees.
5.9 / 10
Locations
USA + 3 more
Industries
Apparel Stores + 14 more
Investment Size
USD 120 K - 12 Mn
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Senior Analyst, Mangold Fondkommission AB

Investment Bank in Stockholm, Sweden

Interests: - We are continuously screening for new acquisitions within the lab and healthcare segment. - Target companies have revenues between EUR 3 - 50 million. - EBITDA margin exceeding 15% - Manufacturing companies are preferred.
Background: Our client is a leading supplier of equipment to healthcare and research facilities. The company consists of 20 subsidiaries organized into two business areas, lab and healthcare. Further, the company has a clear acquisition strategy for the purpose of increasing shareholder value and broadening the business, both geographically and in terms of the company’s product offering. We are continuously screening for new acquisitions within the lab and healthcare segment. Our client is a long-term owner with a decentralized business model. The acquired company retains its name and continues to operate independently within the structure of the group's corporate governance. A cornerstone of the decentralized strategy is to retain key personnel, the culture and business acumen in the acquired company. Companies within the group will be offered central compliance functions and guidance through high-level strategic decisions. It contributes to flexibility and enables important business decisions and product development to be made closest to the customers, focusing on the core business of the company.
7.6 / 10
Locations
North America + 3 more
Industries
Medical Devices + 2 more
Investment Size
USD 4.7 Mn - 56 Mn
Send Proposal
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  • How many investment banks in California are listed on SMERGERS?
    There are 15 active and verified investment banks in California listed on SMERGERS as of 14 May 2025.
  • What level of due diligence does SMERGERS conduct on the businesses/member?

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    SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

  • What is the checklist for selling a business?

    Here is the checklist for selling a business

    1. Find a manager who can take care of your business in your absence.
    2. Fix the operations to optimize your profit …read more

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