M&A advisorBuy-side and sell-side
Crestone Advisors
Los Angeles, CA
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Crestone Advisors
Crestone Advisors advises founder-led software and software-enabled services companies, as well as software-focused private equity sponsors, on sell-side and buy-side M&A, capital markets transactions, valuations, and strategic matters. Its work focuses exclusively on software, including enterprise software, healthcare technology, financial technology, IT services, and other software niches. The firm says it has completed more than 75 M&A and capital markets transactions with over $50 billion in total transaction value.
Named principal
Joseph Ali
Vice President
Profile details
Details for Crestone Advisors
- Representation
- Buy-side and sell-side
- Firm type
- M&A advisor
- Based in
- Los Angeles, CA
- Engagement coverage
- Los Angeles, CA
- Industry focus
- Technology and software · Healthcare and medical practices
Office locations
Headquarters and public offices
Headquarters
Los Angeles, CA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
crestone-advisors.com · checked October 2026