Mergers & Acquisitions

Insightful analysis

Out of the box thinking.

M&A services include:

  • Sell-Side Advisory
  • Buy-Side Advisory

Typical situations include:

  • Retiring Business Owner with No Succession Plan
  • High Growth Companies Seeking a Financial Partner
  • Shareholder Dispute
  • Marital Divorce
  • Corporate Carve-Out

Whether our client is a family business looking to harvest the value of its hard work or an entrepreneur looking to make acquisitions to grow his or her business, Calabasas Capital is uniquely qualified to turn this vision into a reality.

We view Mergers and Acquisitions as highly individualized processes that must be specifically tailored to both the emotional and business needs of the clients involved. No two M&A deals are the same, so each requires insightful analysis and out of the box thinking to help the client arrive at a recommendation that will specifically fulfill its needs. At Calabasas Capital, there are no cookie cutter approaches.

Throughout the major milestones in the M&A process – the Decision to Sell, Preparing an Offering Memorandum, Marketing the Deal and Closing the Transaction, Calabasas Capital differentiates itself by providing the following value added services:


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