Dave Carlson

SeaRidge Advisory Inc.

License Number: 02333109

Phone: Show Phone Number

searidgeadvisory.com


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4231 Balboa Ave,
San Diego, California 92117 (View Map)

Affiliated Broker
Matthew Lowd

About the Company

At SeaRidge Advisory, we provide confidential, results-driven M&A advisory and business brokerage services to lower-middle market companies nationwide. Our mission is simple: help business owners maximize value, transition successfully, and achieve their next chapter with confidence.

SeaRidge serves as the parent company to a family of specialized brands, each delivering industry-specific expertise:

- The Precision Firm – focuses on manufacturing, engineering, and distribution businesses.
- The Alignment Firm – focuses on industrials and professional service businesses such as HVAC, roofing, architecture, and land surveying.
- Home Care Business Broker – focuses on skilled and non-skilled home care and healthcare businesses.
- TAF Advisory – focuses on tax, accounting, and finance businesses.

Our structure allows us to deliver the precision of niche expertise through each brand while leveraging the scale, resources, and buyer network of SeaRidge. This ensures clients receive both industry-specific knowledge and broad market reach.

Selling or transitioning a business is more than a financial event — it’s a life-changing decision. We guide owners through every stage of the process, from valuation and preparation to deal structuring, negotiation, and closing. By combining deep industry knowledge, tailored strategies, and a nationwide buyer network, we deliver outcomes that align with both financial and personal goals.

Whether you’re preparing to sell, evaluating growth opportunities, or seeking strategic buyers, SeaRidge and its family of brands provide the framework, expertise, and support to achieve successful results across industries.

Broker Biography

Introduction

Co-Founder of SeaRidge Advisory.

Before advising on M&A transactions, Dave built, scaled, and sold his own health and wellness company, giving him first-hand insight into the emotions and challenges that come with selling a business.

Having been through the process as a founder, he knows how to protect confidentiality, highlight value drivers, and structure deals that meet both financial and personal goals. Dave leverages that entrepreneurial experience to help clients achieve successful exits with confidence.

Services Provided

SeaRidge Advisory is the parent company of four specialized M&A brands: The Precision Firm, The Alignment Firm, Home Care Business Broker, and TAF Advisory.

Together, our platform gives business owners industry-specific expertise while maintaining the discipline and resources of a larger advisory firm.

Our focus is on lower–middle market businesses up to $100M in value. We provide confidential valuations, structured sale processes, and competitive buyer outreach that connect quality companies with private equity groups, strategic acquirers, and family offices.

Areas Served

  • San Diego County, CA
  • Licensed In

    • California — License number 02333109

    Business For Sale Listings

    $10,100,000
    Cash Flow: $1,832,640 
    Kane Co., IL 
    Precision Fastener Manufacturer & Distributor | Illinois | Est. 1935 Legacy Manufacturing Platform | Loyal Customer Base | Turnkey Acquisition

    Rare opportunity to acquire a 91-year-old (est. 1935), ISO 9001:2015 certified precision fastener manufacturer and distributor located in Illinois. The Company operates a turnkey, 25,713 sqft leased facility with 40 production machines, and a seasoned management team supporting 22 full time employees.Key highlights- Diversified customer base- Strong 2025 performance: $6.11M revenue (+23% YoY).- Attractive cash flow and profitability (cash flow: $1,832,640; EBITDA: $1,709,147).- Inventory included in sale: $1,970,000.- Recent capital investments in new manufacturing equipment are already accelerating growth; additional capacity and market expansion planned for 2026.- ISO 9001:2015 

    Dave Carlson Serving San Diego County, CA

    Co-Founder of SeaRidge Advisory. Before advising on M&A transactions, Dave built, scaled, and sold his own health and wellness company, giving him first-hand insight into the emotions and challenges that come with selling a business. Having been through the process as a founder, he knows how to protect confidentiality, highlight value drivers, and structure deals that meet both financial and personal goals. Dave leverages that entrepreneurial experience to help clients achieve successful exits with confidence.

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