56.3 F
Laguna Hills
Wednesday, Apr 22, 2026

INVESTMENT BANKS

BARRINGTON ASSOCIATES

450 Newport Center Drive, Ste. 400

Newport Beach 92660

Phone/fax: (949) 719-6200

(949) 719-6205

Web site: barrington.com

Specialties: mergers and acquisitions, corporate finance

BCC CAPITAL PARTNERS LLC

5000 Birch Street, Ste. 7500

Irvine 92660

Phone/fax: (949) 833-3767

(949) 752-7569

Web site: bcccapital.com

Specialties: mergers and acquisitions, corporate finance, private placements, employee stock ownership plans, valuations, consulting

B. RILEY & CO.

4675 MacArthur Court, Ste. 1500

Newport Beach 92660

Phone/fax: (949) 852-9911

(949) 852-0430

Web site: brileyco.com

Specialties: technology, healthcare, specialty retailing, manufacturing

BUCHANAN STREET PARTNERS

620 Newport Center Drive

Newport Beach 92660

Phone/fax: (949) 721-1414

(949) 721-1919

Web site: buchananstreet.com

Specialties: real estate finance, mezzanine debt, preferred equity

CAPITAL ASSET ADVISORS LLC

537 Newport Center Drive, Ste. 648

Newport Beach 92660

Phone/fax: (949) 706-9200

(949) 706-9201

Web site: caadvisors.com

Specialties: investment banking, financial advisory services to middle market

companies

CORPORATE DEVELOPMENT GROUP

23120 Alicia Parkway

Mission Viejo 92692

Phone: (949) 709-5340

Specialties: investment banking, mergers, finance

EUREKA CAPITAL MARKETS LLC

610 Newport Center Drive, Ste. 430

Newport Beach 92660

Phone/fax: (949) 719-2260

(949) 719-2314

Web site: eurekacap.com

Specialties: mergers and acquisitions, capital raising, financial consultant for public, private companies

FAIRMONT CAPITAL INC.

3350 E. Birch Street, Ste. 206

Brea 92821

Phone/fax: (714) 524-4770

(714) 524-4775

Web site: fairmontcapital.com

Specialties: private investment company

FRIEDMAN BILLINGS RAMSEY & CO.

18101 Von Karman Ave., Ste. 950

Irvine 92612

Phone/fax: (949) 477-3100

(949) 477-3101

Web site: www.fbr.com

Specialties: financial services, real estate, technology

FULLER TRIDENT GROUP

20271 S.W. Acacia, Ste. 200

Newport Beach 92660

Phone/fax: (949) 791-0796

(877) 204-7499

Web site: fullertrident.com

Specialties: mergers and acquisitions for midsize companies, turnaround management, valuations, divestitures, business advisory

GATEWAY BUSINESS BANK

23601 Moulton Parkway, Ste. E

Laguna Hills 92653

Phone/fax: (949) 461-5939

(949) 461-5989

Web site: gbbanker.com

Specialties: commercial real estate

GLOBAL FINANCE GROUP

2424 SE Bristol St., Ste. 280

Newport Beach 92660

Phone/fax: (949) 574-9800

(949) 225-3461

Web site: globalfinancegroup.com

Specialties: mergers and acquisitions, merchant banking, international finance, equipment leasing/captive finance, corporate debt, equity financing

for private and mid-market companies

GRANT BETTINGEN INC.

4100 Newport Place, Ste. 630

Newport Beach 92660

Phone/fax: (949) 271-1560

(949) 271-1591

Web site: grantbettingeninc.com

Specialties: control stock, securities, emerging technologies

HOLLIDAY FENOGLIO FOWLER LP

3333 Michelson Drive, Ste. 510

Irvine 92612

Phone/fax: (949) 253-8800

(949) 253-8810

Web site: hfflp.com

Specialties: structured commercial debt, equity

HUNTER WISE FINANCIAL GROUP LLC

2361 Campus Drive, Ste. 100

Irvine 92612

Phone/fax: (949) 852-1700

(949) 852-1722

Web site: hunterwise.com

Specialties: institutional finance, mergers, acquisitions, divestitures

JANES CAPITAL PARTNERS

19200 Von Karman Ave., Ste. 600

Irvine 92620

Phone/fax: (949) 477-8060

(949) 477-1212

Web site: janescapital.com

Specialties: mergers and acquisitions, employee stock plans, reorganizations

MARKWOOD CAPITAL ALLIANCE

950 South Coast Drive Ste. 178

Costa Mesa 92626

Phone/fax: (714) 540-8020

(714) 957-2799

Web site: markwoodcapital.com

Specialties: computer products, software, telecommunications, electronics, manufacturing, distribution

NORTH AMERICAN CAPITAL PARTNERS

2901 W. Coast Highway, No. 200

Newport Beach 92663

Phone: (949) 263-5940

Specialties: all

PACIFIC SUMMIT CAPITAL

6 Venture, Ste. 100

Irvine 92618

Phone: (949) 727-9110

Web site: pacificsummit.com

Specialties: emerging growth, midsize companies, mergers and acquisitions

ROTH CAPITAL PARTNERS LLC

24 Corporate Plaza Drive

Newport Beach 92660

Phone/fax: (800) 678-9147

(949) 720-7215

Web site: rothcp.com

Specialties: private placements in public equity, mergers and acquisitions, initial public offerings, stock research

RSM EQUICO

575 Anton Blvd. 11th Floor

Costa Mesa 92626

Phone/fax: (888) 543-0711

(714) 327-8850

Web site: rsmequico.com

Specialties: mergers and acquisitions, valuations, corporate financing for middle market corporations

STEWART SECURITIES

18101 Von Karman Ave., Ste 330

Irvine 92612

Phone/fax: (949) 955-2400

(949) 270-1700

Web site: stewartsecurities.com

Specialties: financing restricted stock, market making

TRENWITH SECURITIES LLC

3200 Bristol St., Fourth Floor

Costa Mesa 92626

Phone/fax: (714) 668-7333

Web site: trenwith.com

Specialties: mergers and acquisitions, corporate restructuring, advisory services

WATERSTONE CAPITAL PARTNERS LLC

32158 Camino Capistrano

San Juan Capistrano 92675

Phone: (949) 240-8750

Web site: waterstonecapital.com

Specialties: debt restructuring, mergers and acquisitions, turnaround management, financial advisory services for midmarket companies

Want more from the best local business newspaper in the country?

Sign-up for our FREE Daily eNews update to get the latest Orange County news delivered right to your inbox!

Would you like to subscribe to Orange County Business Journal?

One-Year for Only $99

  • Unlimited access to OCBJ.com
  • Daily OCBJ Updates delivered via email each weekday morning
  • Journal issues in both print and digital format
  • The annual Book of Lists: industry of Orange County's leading companies
  • Special Features: OC's Wealthiest, OC 500, Best Places to Work, Charity Event Guide, and many more!

Featured Articles

Related Articles