San Carlos Advisors, Inc. is a leading boutique investment bank established to provide high-impact Mergers & Acquisitions (M&A) advisory services. The firm focuses exclusively on enterprise software and services companies, leveraging deep domain expertise and extensive transaction experience to deliver optimal outcomes for its clients. They specialize in representing sellers of privately-held and sponsor-backed businesses, guiding them through the complexities of the M&A process from preparation to closing.

Founded in

United States