PL Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
2011
- Employees
-
7
- Serviced Companies
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21
- Serviced Deals
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21
- Serviced Investors
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5
PL Advisors General Information
Description
Founded in 2011, PL Advisors is a mergers and acquisitions advisor based in New York City. The firm specializes in offering advisory services on mergers, acquisitions, sales, divestitures, management buy-outs, and recapitalization. The firm focuses on the asset and wealth management, fund services, and financial technology sectors.
Contact Information
Website
www.pl-advisors.comYear Founded
Corporate Office
- 1270 Avenue of the Americas
- 20th floor
- New York, NY 10020
- United States
PL Advisors Services to Companies
Service on a Deal (21)
PL Advisors has provided services on 21 deals. It last acted as a general advisor to H.M. Payson on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| H.M. Payson | Advisor: General | Dec 2024 | ||
| Sage Advisory Services | Advisor: General | Dec 2023 | ||
| Petra Funds Group | Advisor: General | Nov 2023 | ||
| Tekla Capital Management | Advisor: General | Oct 2023 | ||
| JGM Fund Services | Advisor: General | Sep 2022 | ||
| FD Fund Administration | Advisor: General | Dec 2021 | ||
| Greyline Partners | Advisor: General | Nov 2021 | ||
| BasisCode Compliance | Advisor: General | Oct 2021 | ||
| PEF Services | Advisor: General | May 2021 | ||
| Ranger Investment Management | Advisor: General | Nov 2020 |
PL Advisors Services to Investors
Service on a Deal — Buy Side (5)
PL Advisors has provided buy side services on 5 deals. It last acted as a general advisor to HighVista Strategies on a . The deal was made in 2023.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| HighVista Strategies | Advisor: General | Oct 2023 | ||
| IQ-EQ | Advisor: General | Jan 2021 | ||
| MUFG Investor Services | Advisor: General | May 2016 | ||
| MAN | Advisor: General | Sep 2014 | ||
| Chenavari Investment Managers | Advisor: General | Apr 2014 |
PL Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
PL Advisors FAQs
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When was PL Advisors founded?
PL Advisors was founded in 2011.
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Where is PL Advisors headquartered?
PL Advisors is headquartered in New York, NY.
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What is the size of PL Advisors?
PL Advisors total number of employees/professionals is 7.
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What service provider type is PL Advisors?
PL Advisors's service provider type is Investment Bank.
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