mergers and acquisitions advisory

San José, CA — Your Bay Area M&A Advisory Partner

Based in San José, our team serves as your strategic gateway to Silicon Valley and the broader West Coast. Whether you’re exploring an acquisition, preparing to sell, or seeking growth capital — we deliver local insight, deep market reach, and tailored advisory services grounded in real-world deal experience.

Our Services at a Glance

Discover how we support companies across the full spectrum of M&A and capital advisory:

Sell-Side Advisory: Maximize value when you exit — full sale, recapitalization, or partial exit.

Buy-Side Advisory: Acquire businesses seamlessly. From sourcing to negotiating to closing — we guide you every step.

Capital Raising & Structuring: For growth or acquisition financing — we structure optimal equity/debt stacks and connect you with private institutional investors.

Business Valuations & Strategic Advisory: Understand your company’s worth and build a long-term financing or exit strategy aligned with your goals.

Why San José is Strategic for You

Silicon Valley — especially San José — stands at the intersection of innovation, capital, and global growth ambitions. By partnering with our local team you get:

On-the-ground insight into West Coast deal dynamics and buyer/investor behavior.

Access to a robust network of strategic buyers, private equity firms, and institutional investors familiar with mid-market deals.

A boutique advisory experience combined with big-market reach — giving you personalized service with global capabilities.

Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Who We Work With

Our San José office is tailored for:

Privately held and mid-market companies seeking a sale, recapitalization, or growth capital.

Buyers — strategic or financial — looking for acquisition opportunities in technology, manufacturing, services, and other sectors.

Business owners and founders who value discretion, integrity, and a data-driven, client-first advisory approach.

Our Process — Simple, Transparent, Effective

Initial Consultation & Fit Assessment

We begin with a confidential discussion about your business, objectives and timing.

Download Now

Strategic & Financial Review

Analyze your business, capital structure, and opportunities to define the optimal path (sale, acquisition, capital raise, etc.).

Download Now

Execution & Advisory Support

From deal sourcing to investor introductions, negotiations, structuring and closing — we manage the process end to end.

Download Now

Post-Deal Advisory

Assistance with integration, recapitalization, or future strategic planning — because value doesn’t end at closing.

Download Now

We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

Visit or Schedule a Consultation

Whether you are preparing to sell, evaluating acquisition opportunities, or exploring strategic options — our New York advisory team is ready to support you.

Subscribe Now