Panoramic Capital Advisors Overview
- Service
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Financing Advisory
- Serviced Companies
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4
- Serviced Deals
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4
- Serviced Investors
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3
Panoramic Capital Advisors General Information
Contact Information
Service Provider Type
Financing Advisory
Corporate Office
- San Francisco, CA
- United States
Panoramic Capital Advisors Services to Companies
Service on a Deal (4)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| SaviBank | Advisor: General | Mar 2024 | ||
| Johnson Bank (4 Banking Centers in Arizona) | Advisor: General | Dec 2020 | ||
| AltaPacific Bank | Advisor: General | Nov 2019 | ||
| Security Bank of California | Advisor: General | Jan 2016 |
Panoramic Capital Advisors Services to Investors
Service on a Deal — Buy Side (13)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| First Northern Community Bancorp | Advisor: General | Jan 2023 | ||
| Heartland Financial USA | Advisor: General | Dec 2020 | ||
| Eagle Bancorp Montana | Advisor: General | Jan 2020 | ||
| Heartland Financial USA | Advisor: General | May 2019 | ||
| Eagle Bancorp Montana | Advisor: General | Jan 2019 | ||
| Heartland Financial USA | Advisor: General | May 2018 | ||
| Heartland Financial USA | Advisor: General | Feb 2018 | ||
| Heartland Financial USA | Advisor: General | Jul 2017 | ||
| Heartland Financial USA | Advisor: General | Feb 2017 | ||
| Heartland Financial USA | Advisor: General | Feb 2016 |
Panoramic Capital Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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