ABOUT PANTHERA ADVISORS

Panthera Advisors is a premier mergers and acquisitions (M&A) investment bank, with offices in New York and Orange County, California. Whether you are thinking of acquiring, selling or taking some chips off the table, we help businesses create value not just through price maximization but also through achieving favorable terms and finding a strategic fit. M&A is our singular focus.

With over 20 years of experience, our leaders bring operational expertise, an owner’s perspective, and Wall Street solutions to you. At Panthera Advisors, the tenacity and loyalty of our attention is our hallmark. If you are looking for astute investment bankers in New York or California to divest your biggest asset or find the right partner to grow your business, we are the answer.

Our difference is reflected in our three key strengths: (i) Focused on results – we treat the transactions with the respect, sensitivity and confidentiality required to meet the needs and expectations of today’s entrepreneurs; (ii) Disciplined process – our M&A solutions are driven by a controlled, market-clearing process and a passion for helping you achieve both your business and personal goals; and (iii) Powered by experience – our collective transaction experience is broad, not exclusive to a single industry or type of transaction.

CANDID. PROACTIVE. FIERCE ADVOCATES.

We are your exclusive advocates and counsel – thinking about and working towards protecting your interests at all times. We are steadfast in safeguarding confidentiality, as well as avoiding disruptions, deal failures or loss of trust. We work fiercely to deliver optimal results for our clients, every time.

We understand the vital importance of getting all the details right. Our goal is to ensure our clients have peace of mind throughout the process, knowing that they are equipped with full transparency, independent advice and insights needed to make the best decisions to meet their goals.

“Integrity is doing the right thing. Even when no one is watching.“ – C. S. Lewis

INSIGHT. EXECUTION. OPERATIONAL EXPERIENCE.

We provide a unique mix of Wall Street and Main Street experience, and focus on serving privately held, family-owned businesses. Our proactive approach coordinates every aspect of the process, presenting you with detailed, insightful guidance based on many years of leading and executing mergers & acquisitions, so you never have to go it alone.

Unlike most firms dealing with M&A investment banking in New York and California, which approach transactions solely from the vantage point of deal-makers, we have personal experience on all sides of the transactional table – as industrial business owners, acquirers, sellers, marketers, strategists, investment bankers and corporate leaders. What sets us apart is our distinct ability to make strong compelling offerings to potential partners and to understand key soft issues in a transaction which empowers entrepreneurs to maximize value through mergers & acquisitions!

“There is a great difference between knowing and understanding; you can know a lot about something and not really understand it.“ – Charles F. Kettering

TENACIOUS. TRANSPARENT. OPERATE FROM A POSITION OF STRENGTH.

We take a holistic approach to understanding your goals, so that our experienced investment bankers can prepare a tailored plan that ensures an optimal outcome for you as well as your customers and employees. Our market insights go well beyond data by unlocking synergistic potential and intangible value.

Our proven M&A process, a set of Wall Street and corporate best practices, is based on three principles: (i) maintaining the delicate balance and spirit of collaboration, (ii) establishing and negotiating from a position of strength, and (iii) securing optimal outcome and trust between all parties. Our goal is to see all business owners explore multiple viable offers that benefit not only the owners and their businesses, but also the community they serve.

“It is, of course, the extraordinary level of detail and integration of action steps that makes the process so certain to work.“ – Anonymous

Our Experience

Our leadership team has over 20 years of experience advising companies that have achieved breakthrough results.

Panthera Advisors is one of the only advisory firms exclusively focused on small to medium size companies. The experience and the results achieved over time gives us the confidence to thrive in such environment.
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Entrepreneurs That We‘ve Helped
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Transaction Value
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Industry Awards

Contact Information

We look forward to working with you!

Wether you are looking for M&A advisory on the buy side or sell side or requiring support with your fundraising efforts we are very happy to help. Get in touch with us today to coordinate an introductory call or in person meeting.

Address

New York

Orange County

Business Hours

Our office hours: Monday – Fridays

9am to 6pm

Phone

(631) 837-3140

Email

mike@pantheraadvisors.com

alejandro@pantheraadvisors.com