Customized Investment Banking for Family Owned Businesses
Calabasas Capital is an engaged and trusted investment banking partner with a proven track record advising on M&A transactions and raising private equity and debt capital for privately held companies.
We are a boutique investment banking firm providing financial advisory services to lower middle market privately held companies across specific industries. Throughout our history, we have remained focused on serving the lower middle market with best-in-class advisory services and providing flawless execution for clients, including:
Los Angeles, California: Custom Tours, Inc. doing business as Kushner & Associates (https://www.kushnershuttles.com/) (“K&A”), an asset-light transportation management company, has been recapitalized by affiliates of Caldicot Capital (https://www.caldicotcapital.com/) and Tamarix Capital Partners (https://tamarixcapital.com/). The transaction closed on December 18, 2025.
Calabasas Capital is proud to announce that we were nominated by ACG Los Angeles and the Los Angeles Business Journal for Deal of the Year for our advisory work on the sale of United Water Works, Inc. to Ferguson Enterprises.
Calabasas Capital is pleased to announce that we completed a record year in 2024, closing five transactions, including three of the largest transactions in our firm’s history. Three of the deals were in the industrial manufacturing and distribution sector, one
Join ACG 101 for a live panel discussion on the Current State of Private Equity and Middle Market M&A. The panel will be led by Alidad Damooei, Partner and M&A attorney at Stradling, with a market overview given by David
Key Factors Impacting Market Outlook Today’s market uncertainty is largely driven by the following factors: Market Commentary & Survey Data According to the Deloitte 2026 M&A Trends Survey (which included responses from more than 1,500 corporate and private equity (PE)
U.S. M&A Activity Rebounds According to EY, U.S. M&A deal activity bounced back strongly in the third quarter of 2025 (3Q25), up 10% sequentially over 2Q25 in terms of number of deals and up 40% sequentially over 2Q25 in terms
During a sale, it’s essential for owners to operate the business as usual and not halt important investments. Delaying upgrades or new hires may seem reasonable before a sale, but this can harm both performance and valuation. If the deal
Maintaining deal momentum in M&A is critical. Once momentum is lost, chances of getting the deal closed decrease. Sellers do not always understand why responding to requests from advisors and buyers on a timely basis is so important. In fact, some sellers mistakenly
The information contained herein is believed to be reliable, but is not guaranteed as to its accuracy or completeness. This website is provided solely for your information and convenience. This material does not constitute an offer to sell or a solicitation of an offer to buy any security.
An offer can only be made by a prospectus that contains more complete information on risks, management fees and other expenses. In order to fully understand all of the implications and risks of investing, investors should carefully read a prospectus before investing.
Investment Products and Services Are Offered Through Fallbrook Capital Securities Corp. (Member FINRA and SIPC). You may contact Fallbrook Capital Securities Corp. by calling (818) 657-6130 or going to www.fallbrookcapital.com
