Calabasas Capital

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.

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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

  • Family-Owned Businesses
  • Woman-Owned Businesses
  • High Growth Companies

We have deep industry expertise in:

  • Food
  • Industrial Manufacturing & Distribution
  • Software & Technology
  • Business Services
  • Aerospace & Defense
  • Packaging
  • Consumer Products & Services
  • Healthcare

We always provide unbiased, innovative and objective financial advice.

Our services

Mergers & Acquisitions

Capital Raising

Strategic Advisory

Market Focus

Family-Owned Businesses

Women-Owned Businesses

High Growth Companies

News & Resources

Recent Transactions

Calabasas Capital Advises Qubitekk on Sale to IonQ

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Calabasas Capital Advises Information Forecast on Sale to Clarion Events

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Calabasas Capital Advises Chem Arrow Corporation  on Sale to Affiliate of Motul

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United Water Works

Calabasas Capital Advises United Water Works on Sale to Ferguson Enterprises

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View All Transactions

News & Insights

Middle Market M&A Update - Feb 2025
News

Middle Market M&A Update – Feb 2025

The much-anticipated banner year in middle market M&A is on pause.  According to LSEG (as reported by Mergers & Acquisitions), North American middle market deal flow ($100 million to $1 billion in deal size) is down so far in the first

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North America M&A Value Up 8% in 2024
M&A / Private Capital Market Updates

2024 M&A Market Update & 2025 Outlook

North America M&A Value Up 8% in 2024 According to MergerMarket, although deal count declined, North America M&A value recovered in 2024 rising 8% to $1.7 Tn over 2023, which was the slowest year over the previous 10 years.  North

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What our clients are saying...
We would also like to thank our investment banking firm, Calabasas Capital led by Managing Director David Bonrouhi, who worked tirelessly to get us a strong deal, and who helped us master the countless details and complexities of the process.
William MeyerFounder & CEO of Infocast
We also want to thank our investment bankers at Calabasas Capital, led by David Bonrouhi and Andrew Williamson, who did a great job representing the shareholders of Chem Arrow in this transaction. Their keen M&A expertise was instrumental in completing this deal at a strong valuation and they worked collaboratively with our team from start to finish.
Hamish Mitchell, President, CEO & ShareholderChem Arrow Corporation
We also sincerely appreciate the job done by our investment banking firm, Calabasas Capital, led by David Bonrouhi, who was by my side every step of the way. They understood our business and their knowledge of every aspect of the deal process was invaluable.
Jerry CanadaOwner & President of United
We also want to thank our investment bankers at Calabasas Capital, led by Andrew Williamson, who did a great job representing the shareholders of Qubitekk in this transaction. Andrew was an integral part of our team, working collaboratively from start to finish and his M&A and corporate development expertise was instrumental in completing this deal.
Stan EllisCo-Founder and CEO of Qubitekk
We are thankful to our dedicated employees as well as to our long-term customers, growers and vendors…We also appreciate the incredible job done by our investment banking firm, Calabasas Capital led by David Bonrouhi who played a key role and was instrumental in our selection of WPS as our partner of choice. David’s deep knowledge of the food industry and adept skillset in mergers and acquisitions proved invaluable to me and my wife and business partner Ilene Berman and we are thrilled with the outcome.
Dennis BermanPresident & Co-Founder, Bandwagon Brokerage
We are incredibly pleased to have completed this transaction with a world class organization such as HID Global… We also very much appreciate and value the guidance provided by our investment banking firm, Calabasas Capital, in completing this transaction. David Bonrouhi and Andrew Williamson did an excellent job helping us evaluate strategic alternatives, procuring proposals from a wide variety of interested parties and through a structured and well-designed process got us a fantastic result.
Harvey WellesChairman and CEO of InvoTech
I would like to thank David Bonrouhi and his team at Calabasas Capital for guiding us through this process and delivering every step of the way. They understood our business, key value drivers and vision – and in the end found us the right partner in AGM.
Vahe AkpulatOfficer and Co-Owner of Modul Marble & Granite
My partners and I are extremely pleased to have successfully completed this transaction and are optimistic about the growth potential of the two businesses working closely together... We also are very thankful to have had the guidance of the highly experienced investment bankers at Calabasas Capital led by David Bonrouhi and Andrew Williamson. They were steadfast partners throughout the entire process and overcame numerous obstacles to get this deal across the finish line, vastly exceeding our expectations.
Len GoldfinePresident and CEO of APT
We are very pleased to have found a strong buyer in AGM which will be able to continue the strong growth we have experienced in our company. Mr. Bonrouhi and his team at Calabasas Capital did an excellent job running a comprehensive sale process, soliciting multiple offers from various interested parties and leading us to this successful outcome.
Osep TokatFounder and Co-Owner of Modul Marble & Granite
We were very pleased with this deal. SJ Investment is a great partner and we were extremely impressed with the work done by David Bonrouhi and his team at Calabasas Capital in sourcing this investment for us. Their advice was spot on. This was the second time I hired David and his team to represent one of my companies in an M&A transaction and I would hire him again in a heartbeat. He's a great banker for lower middle market companies.
Charles HoganFounder of Tranzlogic
We are extremely pleased to have completed this transaction as part of our family’s succession planning process. IP is arguably the world leader in packaging and a company which shares our values in many respects. We are very thankful for the assistance provided by our investment banking firm, Calabasas Capital, in completing this transaction. David Bonrouhi and Andrew Williamson did an excellent job advising us of our strategic alternatives, soliciting offers from several interested parties, running a disciplined process, guiding us through extensive due diligence and seeing the process to its successful completion.
Jeff BerkleyFounder & Chairman, Berkley International
We would not have been able to find this buyer or complete this transaction without the guidance, patience and expertise of Calabasas Capital, the investment banking firm we hired to represent us in the sale. Managing Director, David Bonrouhi, is a real professional and an expert at his craft of advising entrepreneurs like myself in such a complicated transaction and without his tenacity and persistence we simply could not have completed this deal.
Kathy Taggares Founder & President of KT’s Kitchens, Inc.
My business partner I were very pleased with the comprehensive representation we received from Calabasas Capital throughout this sales process. David and his team gave us hands-on attention and made sure every element of the deal ran smoothly. We were so pleased that we later rehired Calabasas Capital to assist us in finding another company to acquire.
Mike ZayaMajority Shareholder at PrintRunner
I am very happy to be able to turn my business over to such a strong company like Connor’s who will be able to continue providing excellent service to our customers and will maintain our loyal employee base. I am also very thankful for the assistance provided by our investment banking firm, Calabasas Capital, in completing this transaction. David Bonrouhi and his team did a great job soliciting offers from multiple strategic buyers, negotiating and structuring the transaction and shepherding this deal through the process every step of the way.
Keith SteinbaumFounder and President of Impact Landscape Corp.
We were amazed at the job David and his team did. They got us competing proposals from multiple investment groups and ultimately the deal we completed looked identical to what David told us we could expect before we engaged him. David is an excellent investment banker. We later engaged David to assist us in a financial advisory capacity with one of our other companies in the action sports industry.
Barry LublinCFO of i.e.d.
It would be very hard not to give David Bonrouhi and his team at Calabasas Capital a 10 out of 10 rating in helping us secure our recent financing. He brought many capital sources to the table and helped us select the one that would work the best with us. He has the ability to look into the future to help with present-time decisions and proved time and again that his recommendations were spot on. We are a company that needed a hands-on person in his position and he could not have been better. I would recommend Calabasas Capital in an instant. If the bases are loaded – David hits the grand slam.
Alan BarberVice President of Background Images
We selected David Bonrouhi and his team at Calabasas Capital based on their expert understanding of the entertainment industry-focused business services sector. Their commitment was instrumental in helping us select what we feel is the perfect partner and ultimately closing the transaction.
Beverly BolotinCEO of ASI
We are very optimistic about the opportunity to accelerate our growth through such an attractive acquisition. Not only does Impact fit nicely with our business from a strategic perspective, its people are very high-quality professionals that blend well with our own culture. We are also grateful for the important role Calabasas Capital investment banker David Bonrouhi played in this process. This deal doesn’t get done without him.
Mike LoftusFounder and President of Connor’s Landscape
I am deeply grateful to have had Calabasas Capital as my advisor in this transaction. This involved quite challenging negotiations; without David Bonrouhi's wise counsel, skilled representation, and sustained effort, I doubt the deal would have closed.
William MeyerFounder of Information Forecast, Inc.
This acquisition will provide a seamless client experience across multiple time zones while simultaneously increasing operational capacity and efficiencies. Client demands have led us to this expansion into Europe and we have found in re:fine a company that shares our vision, excellent client relationships and impressive technological expertise. We were very pleased to have worked with Calabasas Capital on this transaction. David Bonrouhi and his team are experts in structuring and negotiating M&A transactions as well and private equity and debt financings and their assistance was instrumental in getting this deal done.
John TrautmanCEO of Visual Data
Calabasas Capital

Customized Investment Banking for Lower Middle Market Family-Owned Businesses

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David Bonrouhi from Calabasas Capital Presents Industry Update at ACG 101 Private Equity Panel - Feb 26, 2025

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Securities offered through Fallbrook Capital Securities Corp, member FINRA – SIPC. Calabasas Capital | All rights reserved.

Disclaimer

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