79 Boutique Investment Banks in San Francisco, Mapped

Boutique investment banks in San Francisco

San Francisco's banking scene exists because founders sell companies, and most of them would rather be advised by a twelve-person shop that only does software deals than a global franchise. That is what these 79 boutique and independent investment banks are: technology M&A specialists, capital-raising advisors and sell-side houses built for venture-backed companies. Every firm on this page was checked by hand - it exists, it is active, and the focus shown is the work it actually does.

A sample appears below. The full directory carries a working website and LinkedIn link for every firm, named contacts where the firm publishes one, filters by deal type, and a tracker for running outreach properly.

M&A Advisory

Capital Raising

Restructuring

Debt Advisory

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25 of the 79 firms on the list

Firm	Focus	Team size
Carlsquare	M&A Advisory	51-200
ComCap	M&A Advisory	51-200
i5invest	M&A Advisory	51-200
52 Capital Partners, LLC	M&A Advisory	11-50
Aeris Partners	M&A Advisory	11-50
AltQuest Group	M&A Advisory	11-50
AQ Technology Partners	Capital Raising	11-50
Aquilo Partners, L.P.	Capital Raising	11-50
Arbor Advisors	M&A Advisory	11-50
Architect Partners	M&A Advisory	11-50
Atlas Technology Group LLC	Capital Raising	11-50
BACKSTROM MCCARLEY BERRY & CO., LLC	Capital Raising	11-50
Berkshire Global Advisors	M&A Advisory	11-50
DragonVenture, Inc., Advisory Arm	M&A Advisory	11-50
EVOLUTION Life Science Partners	Capital Raising	11-50
FirstCapital	M&A Advisory	11-50
Greenvision	Capital Raising	11-50
IKONA Partners	M&A Advisory	11-50
Internet Securities	Capital Raising	11-50
Inverness Advisors	M&A Advisory	11-50
Matrix Capital Funding, LLC	M&A Advisory	11-50
Mavericks Capital, LLC	M&A Advisory	11-50
Paragon Energy Capital	M&A Advisory	11-50
Peak Technology Partners	M&A Advisory	11-50
Probitas Partners	Capital Raising	11-50

Ordered by team size, then name. Websites, LinkedIn pages, search and filters are in the full directory.

The other 54 firms

See the whole list, with working links and contacts

Every firm, verified website and LinkedIn links, named contacts where published, filters, private notes and an outreach tracker. Free account first, no card needed.

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What counts as a boutique here

Independent advisory firms with a real San Francisco practice: technology M&A boutiques, sell-side advisors to founder-owned companies, and capital-raising specialists. Most are partner-owned and small enough that a junior hire works the deal, not the pitch deck archive.

The bulge bracket is left out on purpose. Their recruiting pipelines are already famous; this list exists for the firms that never post a job.

Full detail on sourcing and verification is on the methodology page.

Common questions

How many boutique investment banks are there in San Francisco?

FirmScope currently tracks 79 in San Francisco. The number moves as firms launch, merge or wind down, and the database is updated as that happens.

Why target boutiques instead of the bulge bracket?

Far fewer applicants per seat, live deal exposure from day one, and hiring that mostly happens off-cycle through direct approaches. In the Bay Area especially, boutique banks staff up when deal flow arrives, not on a campus calendar.

Does the list include websites and contacts?

The public page shows names, size and focus. Working website and LinkedIn links, named contacts where the firm publishes one, plus search, filters, notes and an outreach tracker are part of the paid product. A free account previews a small sample.

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