Loon Advisors
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ABOUT LOON ADVISORS

Independent Ideas. Tailored Strategies. Client Focused.

Investment Banking Advisory With An Emphasis On Guiding Companies Through Growth, Innovation and Transformational Business Events

Loon Advisors was established in 2019 by two partners with a vision of developing a full, company lifecycle investment bank – from start-up to Fortune 500. At Loon Advisors, we help and serve our clients in order to navigate complex landscapes and markets, while capitalizing on innovative catalysts. Our passion and enthusiasm for our business and your business are reflected in everything we do.

Tailored Expertise

We bring a fresh perspective and distinct energy to every opportunity – well beyond the transaction. We invest in our clients through long-term relationships and tailored expertise to provide independent strategic advice, recommendations, and consulting, encompassing the entire business paradigm. Our team works to identify strategic and financial opportunities and establish relationships that are the right fit for each situation.

Loon Advisors services include mergers & acquisitions, capital advisory, venture advisory, and business consulting services to help create the most optimal outcomes for all stakeholders. Contact us to learn more.

OUR VALUES

MISSION STATEMENT

Independent Ideas. Tailored Strategies. Client Focused.

Loon Advisors is committed to providing world-class guidance, financial knowledge, and people to further our client’s success, growth, and value – helping our clients and their communities through tailored expertise, hands-on principles, backed by our committed team.

OUR TEAM

The tenured management and advisory team at Loon Advisors are guided by the breadth of our expertise, experience, and leadership and driven by our mission to guide, build, and partner with innovative firms.

Eric Donaldson

Eric Donaldson

Co-founder & Managing Partner

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Zach Pederson

Zach Pederson

Co-founder & Managing Partner

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Garry Teekah

Garry Teekah

Director

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Connel McGough

Connel McGough

Vice President

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Tomer Yaron

Tomer Yaron

Analyst

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Trey Johnson

Trey Johnson

Analyst

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Utshab Chakraborty

Utshab Chakraborty

Analyst

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Advisors

Phil Donaldson

Phil Donaldson

Advisor

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Paul Perseke

Paul Perseke

Advisor

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Kevin Porter

Kevin Porter

Advisor

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Steve Sablan

Steve Sablan

Advisor

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Address:

300 Park Ave, Floor 14
New York, NY 10022

This location is supervised by Ashland Securities’ Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130. Phone Number 305-279-3176. Member FINRA SIPC.

Email: info@loonadvisors.com