California Equity Group is Silicon Valley's leading middle market merger and acquisition, business brokerage firm. As an M&A firm, our financial advisors have completed hundreds of transactions of privately held companies over the past 30 years by representing sellers in California and buyers worldwide. The principals at CEG have been initiating and executing complex transactions for entrepreneurial companies by combining our financial, legal, tax, and transactional structuring skills. These companies have either been acquired by, or merged with, public companies, private investment groups, entrepreneur groups and/or individual entrepreneurs, all of which were identified from our extensive database of buyers worldwide. Our typical middle market transaction size is $1 million to $100 million dollars.

Company Divestiture, Merger or Sale

Our financial advisors manage the selling process from beginning to end. We act as the exclusive confidential representatives of your company by initially assisting you, and your management designates, with the development of key strategic, operational, and financial assessments to maximize your company’s value. Once those strategies have been implemented, our team will develop a comprehensive Memorandum of Offering. As business brokers, our financial advisors find acquisition and/or merger candidates, negotiate all of the transaction deal points, and work closely with your accounting and legal counsel throughout the entire transaction process.

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Merger and/or Acquisition Search


Our financial advisors represent buyers worldwide by identifying companies in California that may be available for merger, acquisition, or divestiture. We frequently represent companies, management groups, private investment groups, buyout funds, and individual entrepreneurs worldwide that are seeking specific merger and/or acquisition candidates.

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Valuation and Consulting Services

Some of our financial advisors are certified to provide company appraisals for stockholder purposes, litigation support, estate planning, and ESOP qualification. However, these services are typically only provided to existing clientele and as availability permits.

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Exit Planning Strategies


Whether you are interested in selling your business today, in two years or in five years, the financial advisors at California Equity Group can assist you with developing a successful Exit Strategy from your privately held company on your timetable and on your terms and conditions. Using our propriety process EquityExit™, the financial advisors at California Equity Group work with you, and your management team designates, to develop a comprehensive road map that integrates financial, legal, tax, personal, and business issues involved in the sale, merger or divestiture of your company.

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“Thank you so much for doing a fabulous job handling the sale of our company. We had faith in your skills and experience after being referred to you by both our attorney and accountant but you guys exceeded all our expectations and we now know for sure there is no way imaginable we could have handled this complex transaction on our own. We are on our way to a much deserved retirement and we really appreciate how hard you guys worked and how you tirelessly protected our interests.

We felt comfortable you flushed out the entire marketplace of potential buyers after confidentially contacting hundreds of strategic and financial buyers and you ultimately negotiated a great deal for us from the perfect synergistic buyer.

The Herculean effort you guys performed closing the deal in just thirty days working 24/7 through the month of December including the holidays to close before year’s end was above and beyond the call of duty. You guys managed the army of accountants, lawyers, lenders, appraisers, environmental consultants, employee/benefit consultants, and real estate advisors all the while making sure the mountain of purchase documents matched the hard fought for deal terms.

We are very happy being part of the Trulite organization and we look forward to slowly transitioning out of the company we founded 30 years ago while knowing that our employees and customers will be left in very capable hands.”

Jon Witkin, Western States Glass