Insights

Target Client Focus CB Capital Partners specializes in serving family-owned and angel-backed private companies within the middle market, primarily located in the Western and Midwestern United States, with EBITDA ranging from 1.5 million to over 8 million dollars. This presents an opportunity to tailor outreach efforts to similar private businesses seeking strategic financial advisory services.

Growth Market Potential The company's focus on transactions valued between 10 million and 250 million dollars indicates a potential market for premium advisory services amidst growing mid-market M&A activity in targeted regions, ideal for developing targeted marketing campaigns.

Industry Expertise With deep industry knowledge in sectors like industrials, consumer retail, food & beverage, entertainment, and healthcare, CB Capital Partners can be positioned as a specialist for companies looking to navigate complex transactions within these dynamic markets, opening avenues for industry-specific outreach.

Technology Stack Utilization of modern tools like Google Analytics and common web technologies suggests readiness for digital outreach; leveraging these tools can enhance lead generation efforts and improve client engagement strategies.

Financial Growth Opportunities Given the company’s revenue range of 1 to 10 million dollars and focus on private middle-market firms, there is potential to introduce complementary financial services or strategic partnerships that can expand their value proposition and foster long-term client growth.

CB Capital Partners Tech Stack

CB Capital Partners uses 8 technology products and services including iCIMS, Google Cloud CDN, Webpack, and more. Explore CB Capital Partners's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Google Cloud CDN
    Content Delivery Network
  • Webpack
    Development
  • Module Federation
    Development
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • Envoy
    Load Balancers
  • Nginx
    Web Servers

Media & News

CB Capital Partners's Email Address Formats

CB Capital Partners uses at least 1 format(s):
CB Capital Partners Email FormatsExamplePercentage
First.Last@cbcapital.comJohn.Doe@cbcapital.com
93%
First@cbcapital.comJohn@cbcapital.com
7%

Frequently Asked Questions

Where is CB Capital Partners's headquarters located?

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CB Capital Partners's main headquarters is located at 620 Newport Center Drive Suite 1100 Newport Beach, California United States. The company has employees across 1 continents, including North America.

What is CB Capital Partners's phone number?

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You can contact CB Capital Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CB Capital Partners's official website and social media links?

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CB Capital Partners's official website is cbcapital.com and has social profiles on LinkedIn.

What is CB Capital Partners's NAICS code?

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CB Capital Partners's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does CB Capital Partners have currently?

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As of June 2026, CB Capital Partners has approximately 12 employees across 1 continents, including North America. Key team members include Investment Banking Fall & Winter Analyst: R. D.. Explore CB Capital Partners's employee directory with LeadIQ.

What industry does CB Capital Partners belong to?

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CB Capital Partners operates in the Investment Banking industry.

What technology does CB Capital Partners use?

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CB Capital Partners's tech stack includes iCIMSGoogle Cloud CDNWebpackModule FederationGoogle CloudJSON-LDEnvoyNginx.

What is CB Capital Partners's email format?

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CB Capital Partners's email format typically follows the pattern of First.Last@cbcapital.com. Find more CB Capital Partners email formats with LeadIQ.

When was CB Capital Partners founded?

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CB Capital Partners was founded in 2001.

CB Capital Partners

Investment BankingCalifornia, United States11-50 Employees

CB Capital Partners is a specialty advisory firm that provides merger and acquisition (M&A) advisory, capital raise guidance, and valuation opinions tailored to private middle market companies. Its focus spans industries including industrials, consumer retail, food and beverage, entertainment, and healthcare, with a team that emphasizes transaction experience to help clients evaluate financial options, source strategic capital, and craft terms aligned with their goals. The firm targets family-owned or angel-backed private companies located in the Western or Midwestern United States, typically facing transaction opportunities in the range of tens of millions to a couple hundred million dollars. Based in Newport Beach, California, CB Capital Partners operates within the investment banking sector, offering services designed to support growth, transition, or strategic realignment for its clients.

Section iconCompany Overview

Headquarters
620 Newport Center Drive Suite 1100 Newport Beach, California United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CB Capital Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CB Capital Partners's revenue is estimated to be in the range of $1M$10M

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