Customized Investment Banking for Family Owned Businesses

Delivering Straightforward Solutions That Ensure Successful Outcomes

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.

Solid Performance. Excellent Results.

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:

Key Target Market Segments

We have deep industry expertise in:

We always provide unbiased, innovative and objective financial advice.

News & Resources


Industry Insights

M&A / Private Capital Market Updates

CalCap M&A Market 2023 Review & 2024 Outlook

North American M&A Ends 2023 Down 13% According to Pitchbook, North American M&A peaked in 2021, declined in value 25% in 2022 and declined an additional 13% in 2023 for a cumulative drop from the 2021 peak of 35%. 2023

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Software & Technology

Software/Saas M&A Update: Impact of AI and ML

Industry Focus and Expertise Dawn of a New Day Public Software Co. Valuations – Efficient Growth Drives Value 2021 an anomaly | 2022 multiples corrected | 2023 rewards growth and profitability Growth AND Profitability Drives Higher (> Double) Valuation Valuation

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What our clients are saying...


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