Overview

California Equity Group is Silicon Valley's leading middle market merger and acquisition, business brokerage firm. As an M&A firm, our financial advisors have completed over 1,000 transactions of privately held companies during the past 20 years by representing sellers in Northern California and buyers worldwide. The principals at CEG have been initiating and executing complex transactions for entrepreneurial companies by combining our financial, legal, tax, and transactional structuring skills. These companies have either been acquired by, or merged with, public companies, private investment groups, entrepreneur groups and/or individual entrepreneurs, all of which were identified from our extensive database of buyers worldwide. Our typical middle market transaction size is $2 million to $75 million dollars.

Company Divestiture, Merger or Sale

Our financial advisors manage the selling process from beginning to end. We act as the exclusive confidential representatives of your company by initially assisting you, and your management designates, with the development of key strategic, operational, and financial assessments to maximize your company’s value. Once those strategies have been implemented, our team will develop a comprehensive Memorandum of Offering. As intermediaries, our financial advisors find suitable acquisition and/or merger candidates, negotiate all of the transaction deal points, and work closely with accounting and legal counsel throughout the entire transaction process. More info...

Merger and/or Acquisition Search

Our financial advisors represent buyers worldwide by identifying companies in Northern California that may be available for merger, acquisition, or divestiture. We frequently represent companies, management groups, private investment groups, buyout funds, and individual entrepreneurs worldwide that are seeking specific merger and/or acquisition candidates. More info...

Valuation and Consulting Services

Some of our financial advisors are certified to provide company appraisals for stockholder purposes, litigation support, estate planning, and ESOP qualification. However, these services are typically only provided to existing clientele and as availability permits. More info...

Exit Planning Strategies

Whether you are interested in selling your business today, in two years or in five years, the financial advisors at California Equity Group can assist you with developing a successful Exit Strategy from your privately held company on your timetable and on your terms and conditions.

Using our propriety process EquityExit™, the financial advisors at California Equity Group work with you, and your management team designates, to develop a comprehensive road map that integrates financial, legal, tax, personal, and business issues involved in the sale, merger or divestiture of your company. More info...