What CB Capital Partners does

CB Capital Partners, Inc. is a privately held, specialized investment banking firm founded in 2001 and headquartered in Newport Beach, California, with a second office in Phoenix (Paradise Valley), Arizona. The firm operates two divisions: an Asset Management practice focused on commercial real estate acquisition, repositioning, recapitalization, and development, and a Corporate Finance practice delivering M&A advisory, capital raises, debt placements, strategic and financial partnerships, valuations, restructuring, and litigation support to private middle market companies. Since inception the firm reports over $1 billion in aggregate commercial real estate transaction value, with deal experience spanning retail, offices, multi-family, hotels, assisted living, and self-storage.

The firm's product surface is entirely advisory and professional services-based, with no proprietary technology platforms, APIs, or software products referenced. Its go-to-market is sales-led, relying on direct senior-level engagement with clients across multiple verticals including healthcare, consumer and retail, technology, industrial manufacturing, clean technology, energy, financial services, natural resources, and real estate. Customer segments include institutional investors, family offices, and high net worth individuals on the asset management side, and entrepreneurs, family-owned businesses, operating executives, and investors in closely-held companies on the advisory side.

CB Capital monetizes through customized, quote-based engagement fees tied to individual capital raise, M&A, valuation, restructuring, and litigation support assignments, plus asset management mandates. The firm markets itself through its corporate website, research publications, LinkedIn, and Facebook, and maintains strategic partnerships — most notably with Everbright Development Overseas (China cross-border) and Pacific Life — to extend its service reach. Leadership includes Managing Partner Christopher Baclawski (ex-Goldman Sachs, CBRE), Head of Real Estate Michael Lutton, and CIO Henry To (CFA, CAIA, FRM).

Name

CB Capital Partners

Legal name

CB Capital Partners, Inc.

Website

https://cbcapital.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

CB Capital Partners is a privately held middle-market investment bank founded in 2001 in Newport Beach, offering commercial real estate asset management and corporate finance advisory — including M&A, capital raises, valuations, and restructuring — to companies, family offices, and institutional investors.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532), Loan Brokers (6163)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Real Estate (Commercial Property, REITs) (FSABACAH)

Keywords

• Investment banking services
• M&A advisory
• Capital raising
• Commercial real estate
• Valuation advisory

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Banking Advisory: CB Capital Partners generates revenue through customized financial advisory assignments including capital raises, debt placements, strategic and financial partnerships, and mergers and acquisitions transactions for middle market companies.
2. Asset Management: The firm's commercial real estate asset management practice focuses on serving institutional investors, family offices, and high net worth individuals, managing over $1 billion in aggregate transaction value since inception.
3. Valuations: Independent and objective valuation advisory services for various purposes including M&A transactions, strategic planning, ESOPs, fairness opinions, estate and tax planning, and purchase price allocations.
4. Litigation Support: Valuation and consulting services provided in the context of dispute resolution and litigation support, including expert valuation reports and expert testimony.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

CB Capital Partners is a specialized investment banking firm that provides customized financial advisory services to middle market companies, including mergers and acquisitions advisory, capital raise advisory, debt placements, strategic and financial partnerships, valuations, restructuring, and litigation support. The firm also operates a commercial real estate asset management practice serving institutional investors, family offices, and high net worth individuals, with aggregate transaction value exceeding $1 billion since 2001.

Product overview

CB Capital Partners is a specialized investment banking firm offering a unified suite of financial advisory services organized around two core divisions: Asset Management and Corporate Finance. The Asset Management division focuses on commercial real estate acquisition, property management, repositioning, and recapitalization. The Corporate Finance division provides M&A advisory, capital raises, and valuation opinions through modular service offerings including Debt Financing, Family-Owned Businesses Advisory, Litigation Support, Mergers & Acquisitions, Private Institutional Financing, Restructuring, Strategic Advisory, and Valuations. Industry expertise spans Clean Technology, Consumer & Retail, Energy, Financial Services, Health Care/Medical Devices/Services, Industrial Manufacturing, Natural Resources, Real Estate, and Technology. The portfolio consists entirely of advisory services rather than technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management Commercial real estate asset management practice focused on acquisition, property management, repositioning, and recapitalization, serving institutional investors, family offices, and high net worth individuals. Property types span retail, offices, multi-family, hotels, assisted living, and self-storage, with over $1 billion in aggregate transaction value since 2001.
• Debt Financing Debt financing solutions for early-stage and mature companies, including asset-based lines of credit, bridge loans, convertible debt facilities, mezzanine debt, senior debt, and venture debt.
• Family-Owned Businesses Advisory Strategic advisory services addressing succession planning, shareholder liquidity, and alignment of family objectives with business goals during growth, recapitalization, or sale. Targets family members managing generational family-owned businesses and their closely-held shareholders.
• Litigation Support Valuation and consulting services provided in the context of dispute resolution and litigation support, including expert valuation reports and expert testimony for capital markets and business transaction matters.
• Mergers & Acquisitions Full-cycle M&A advisory including sell-side engagements, buy-side acquisition advisory, corporate divestitures, and management/leveraged buyouts and recapitalizations for private middle market companies.
• Private Institutional Financing Capital formation services across senior debt, subordinated debt, mezzanine capital, preferred stock and common stock, including growth capital, going private transactions, and PIPEs.
• Restructuring Financial and operational restructuring services for troubled companies, including analysis of potential asset sales, debt and equity restructuring, and DIP financing.
• Strategic Advisory Strategic advisory focused on maximizing shareholder value through evaluation of capitalization alternatives, transaction strategies including acquisitions, divestitures, and recapitalizations.
• Valuations Independent valuation advisory services for M&A transactions, strategic planning, ESOPs, fairness opinions, estate and tax planning, and purchase price allocations including intangible asset valuation.

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Everbright Development Overseas, Ltd.coreStrategic or Co-development Partner · 1 December 2008In December 2008, CB Capital Partners entered into a partnership agreement with Everbright to expand upon its cross-border investment banking and financial advisory practice in China. Everbright Development Overseas, Ltd. is a subsidiary of China Everbright Bank, which was originally established in August 1992 as a nationwide joint-stock commercial bank with the Chinese government as the controlling shareholder. China Everbright is the first state-owned commercial bank with shares held by international financial institutions. The partnership enables CB Capital to offer expanded services for Chinese market transactions.
• Pacific LifeminorStrategic or Co-development Partner · 1 February 2002In February 2002, CB Capital Partners entered into a contractual relationship with Pacific Life to offer its clientele access to some of the most respected professional services groups on Wall Street. Pacific Life is a major insurance and investment management company. This relationship provides CB Capital clients with expanded professional services access.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Piper Sandler: Full-service middle-market investment bank with sector-focused M&A and capital markets practices. Comparable to CB Capital in middle-market healthcare, consumer, and tech advisory.
• Houlihan Lokey: Large global middle-market investment bank with deep M&A, capital markets, restructuring, and valuation practices. Directly comparable as a middle-market advisory peer, though considerably larger and broader in scope than CB Capital Partners.
• Raymond James (Investment Banking): Large full-service financial services firm with a significant middle-market investment banking practice. Overlap with CB Capital in middle-market M&A, capital raising, and industry coverage.
• William Blair: Mid-market focused investment bank with strong sector specialization. Directly overlaps with CB Capital's middle-market M&A and capital advisory services across consumer, healthcare, and technology.
• Robert W. Baird: Large wealth management and investment bank with a substantial middle-market M&A and capital markets practice. Comparable as a middle-market advisory peer.

Direct peers

• Lincoln International: Global mid-market investment bank focused on M&A advisory and capital raises. Highly comparable to CB Capital in serving middle-market companies across multiple verticals with a senior-led engagement model.
• Harris Williams: Middle-market M&A advisor with strong sector specialization (consumer, healthcare, technology, industrials). Comparable to CB Capital's vertical-focused middle-market advisory model.
• Cascadia Capital: West Coast-focused middle-market investment bank with vertical expertise in healthcare, technology, and consumer. Most directly comparable boutique peer to CB Capital by geography, size, and vertical focus.
• PMCF (Plante Moran Corporate Finance): Middle-market M&A advisory firm with multi-vertical industry coverage. Comparable to CB Capital in targeting middle-market private companies for sell-side and buy-side advisory.

Others

• Greenberg Traurig (Corporate/M&A practice): Large international law firm with deep M&A and capital markets advisory practice. Adjacent rather than direct competition but relevant as a peer professional services advisor to middle-market clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/p/CB-Capital-Partners-Inc-100063872355061/?locale=ru_RU
• LinkedInlinkedin.com/company/cb-capital
• Xx.com/cbcapital

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CB Capital Partners