Anaheim, California: Family Tree Produce (https://familytreeproduce.com/) (“Family Tree”) has been acquired by Sunrise Produce (“Sunrise”) (https://sunriseproduce.com/). Based in Anaheim, Family Tree is a produce distributor,
North American M&A Up in 1Q 2026 According to PitchBook, the total value of North American M&A reached a new all-time high of $1,022.2 billion,
Click Here to Register Join us on June 25th for ACG 101’s Food & Beverage Panel Event Join industry leaders for a timely discussion on
David Bonrouhi has been selected as one of the Leaders of Influence in M&A 2026 by the Los Angeles Business Journal. This distinction reflects his
Andrew Williamson has been named one of the Leaders of Influence in M&A 2026 by the Los Angeles Business Journal. This recognition highlights his exceptional
Mergers & Acquisitions Capital Raising *Calabasas Capital is a dba of Fallbrook Capital Securities Corp., member FINRA-SIPC. Consumer Tech / Business Services Industrial Senior Team
Most of our sell-side clients prefer to receive all cash consideration at closing but are willing to remain in their current position with the company
Los Angeles, California: Custom Tours, Inc. doing business as Kushner & Associates (https://www.kushnershuttles.com/) (“K&A”), a transportation services company, has been recapitalized by affiliates of Caldicot
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
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
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
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
North America M&A Activity Holds Up North American M&A deal activity demonstrated resilience during the first half of 2025 in the wake of tariff and
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
Timing is a key consideration for M&A. No seller should be compelled to pursue a transaction unless she is truly ready. Selling a business requires ample
Business owners often get contacted directly by potential buyers or buy-side advisors. We often get called when this happens. Our goal is to explain to the owner
Aerospace and defense markets are surging in 2025, fueled by strong MRO growth, rising global defense budgets, and increased VC and M&A activity.
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
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
On February 26, 2025, ACG 101 – Association for Corporate Growth 101 Corridor hosted a panel of industry leaders to discuss the evolving PE and
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
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
IonQ (NYSE: IONQ), a College Park, MD-based leader in the quantum computing and networking industry has completed its acquisition of substantially all of the assets
David Bonrouhi has been selected as one of the Leaders of Influence in Investment Banking 2024 by the Los Angeles Business Journal. This distinction reflects
Andrew Williamson has been named one of the Leaders of Influence in Investment Banking 2024 by the Los Angeles Business Journal. This recognition highlights his
Woodland Hills, California: Information Forecast, Inc. (https://infocastinc.com/) (“Infocast”), a market leading organizer of events focused on renewable energy, has been acquired by Clarion Events, Inc
Irwindale, California: Chem Arrow Corporation (https://www.chemarrow.com/) (“Chem Arrow”), a Los Angeles, California based manufacturer and distributor of chemicals, including metalworking fluids, industrial lubricants and cleaners
Santa Ana, California: United Water Works, Inc. (https://unitedwaterworks.com/) (“United”), a value-added regional distributor of water, fire protection, sewer and storm drain materials based in Santa
Calabasas Capital, a boutique investment banking firm (a dba of Fallbrook Capital, member FINRA/SIPC), announced that its client, Berkley Industries, has completed the successful acquisition
M&A Begins to Rebound in 1Q24 Albeit Slowly According to Pitchbook, in the first quarter of 2024 (1Q24) North America M&A activity was solid despite
David Bonrouhi, co-founder of Calabasas Capital, recently featured in the Los Angeles Business Journal, shares insights into the dynamic world of lower middle-market mergers and
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
Industry Focus and Expertise Dawn of a New Day Public Software Co. Valuations – Efficient Growth Drives Value 2021 an anomaly | 2022 multiples corrected
Andrew Williamson has over 17 years of investment banking and private equity experience in addition to CFO and related operating management roles in portfolio company
David Bonrouhi has been in investment banking and private equity for over 25 years and he brings bulge bracket Wall Street experience to the lower
Serving privately held companies in emerging growth and lowermiddle market ($10 – $100 million revenue / $2 – $8 million EBITDA)
As inflation and supply chain issues subside, companies are turning to more growth and strategic initiatives, rather than solving backlog and supply problems.
M&A 2nd Half 2023 Rebound Deferred Until 1st Half 2024 According to S&P, the number of M&A deals in North America in 3Q23 (3,640) fell
No Surprise – Global M&A Down Significantly in 1H23 According to PwC, the value of global M&A deals in the first half of 2023 (1H23)
David Bonrouhi has been in investment banking and private equity for over 25 years and he brings bulge bracket wall street experience to the lower
Private Equity M&A Activity Better than Expected in Q1 According to PitchBook Data, 1Q 2023 U.S. private equity M&A deal count dropped on a sequential
ACG 101’s Private Equity and M&A Panel on Wednesday, June 7th 2023 Join ACG 101 for a live panel discussion on the Current State of
In the 12 months ended Nov. 2022 (LTM Nov22), both deal value ($195 billion) and deal volume (264) in transportation and logistics (T&L) declined when
U.S. Private Equity M&A Activity in 2022 According to PitchBook Data, total private equity M&A volume decreased in 2022 by only 2.5% to 8,897 deals
Serving privately held companies in emerging growth and lower middle market ($10 – $100 million revenue / $2 – $8 million EBITDA)
Los Angeles, California: Bandwagon Brokerage, LLC (https://www.bandwagoninc.com/) (“Bandwagon”), a value-added distributor of specialty produce based in Los Angeles, California, has been acquired by Wholesale Produce
FROM CISION PR NEWSWIRE MINNEAPOLIS, Jan. 4, 2023 /PRNewswire/ — Wholesale Produce Supply LLC (“Wholesale Produce Supply”, “WPS” or the “Company”), a leading fresh produce logistics and
Newburyport, MA: UFP Technologies, Inc. (NASDAQ: UFPT; www.ufpt.com), an innovative designer and custom manufacturer of components, subassemblies, products, and packaging, has sold its wholly-owned subsidiary,
Los Angeles, CA: InvoTech Systems, Inc. (www.invotech.com), a Woodland Hills, California-based inventory management software and solutions company with a dominant position in the hospitality industry,
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