San Diego, California
Expert M&A Advisory for San Diego’s Thriving Middle Market
How we work

Deal Capital’s San Diego office is purpose-built to support the unique needs of middle market businesses, particularly those with EBITDAs ranging from $1 million to $200 million. As one of the most competitive and opportunity-rich business environments in the U.S., California—and San Diego specifically—offers fertile ground for growth, but navigating its legal, tax, and regulatory landscape can be complex. That’s where Deal Capital steps in.

With decades of collective experience and hundreds of successfully executed deals, our professionals provide expert guidance for business owners looking to sell, merge, acquire, or divest. Whether you’re a healthcare company planning a strategic merger, a tech firm preparing for acquisition, or a tourism-related business considering an exit, our team brings precision, discretion, and proven results to the table.

What sets us apart is not just our transactional expertise but our deep network of industry professionals and strategic investors across the country. We work alongside clients through every phase—identifying opportunities, valuing companies, negotiating terms, and ensuring smooth post-deal transitions. We tailor our advisory services to align with your long-term goals, maximizing both value and timing.

If you're navigating a significant business transition in the San Diego area, trust Deal Capital to bring you market insight, seasoned expertise, and a dedicated partner throughout your journey. Contact our local office to begin crafting a strategy designed for success.

Our M&A Process
01. Strategic Planning
Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.
02. Assess Financial Readiness
Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.
03. Align M&A Criteria
Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.
04. Research Target Industry
Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.
05. Target List Building
Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.
06. Target Outreach
Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.
07. Engage Targets
Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.
08. Letter of Intent (LOI)
Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.
09. Due Diligence
Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.
10. Closing
Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.
11. Target Integration
Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.
Results + Impact
75%
Increase in operational efficiency
$5M+
Cost savings achieved
90%
Client retention rate
100+
Projects successfully completed

San Diego Investment Bank

MERGERS & ACQUISITIONS ADVISORY FOR THE MIDDLE MARKET

Seasoned business professionals understand that successful transitions involve a series of critical decisions—each one with the potential to impact the outcome significantly. At Deal Capital, we help you align your strategy to ensure that every move supports your long-term goals. Whether it's navigating complex tax considerations, legal structuring, or managerial transitions, our team is here to guide you every step of the way.

Our role goes beyond simply facilitating the transaction—we aim to help you maximize its value. If you're preparing for a sale, we’ll assist in structuring your business to make it as attractive as possible to potential buyers, leveraging our extensive network to help you command a premium. If you're on the buying side, particularly in San Diego’s competitive financial landscape, we’ll work with you and our partners to identify and secure the right opportunity. We also provide expert guidance on the legal and tax frameworks so you can retain more of the value you create.

Backed by a vast international network and a reputation for handling complex middle-market transactions, Deal Capital offers the strategic advisory services you need to succeed. If you’re considering a major business move in San Diego, reach out to our local office and discover how we can help you navigate your next chapter with confidence.