Loon Advisors


Investment banking and consulting services with deep sector expertise.

Loon Advisors is not your traditional investment banking advisor. Each team member at Loon brings valuable experience across years of service. We bring expertise from not only the investment banking world but through our experience in investing and corporate roles. We combine three different pedigrees of thinking in order to create the ideal outcome for clients.


  • Healthcare

    • Healthcare Services
    • HCIT & Digital Health
    • Medtech & Devices
    • Life Sciences Tools & Diagnostics
    • Biotech & Pharma
    • Health & Wellness

    Healthcare sector coverage at Loon draws on our deep expertise, network and substantial transaction experience. Our Partners have a breadth of experience in the Healthcare space, having worked on high-profile transactions across numerous sub-sectors. Loon is motivated by the ever-changing Healthcare landscape, driven by innovative, life-changing products and services.

  • Technology

    • Software
    • FinTech
    • Internet & eCommerce
    • Tech-Enabled Services
    • eSports

    Loon’s clients run the gamut across numerous sub-sectors and verticals. We partner with innovative and disruptive technology companies, helping each team reach their corporate and strategic goals. Our Technology team has its fingers on the pulse of Silicon Valley and Tech hubs across the globe, which enables our clients to reach an optimal solution for their strategy.

  • Financial Services

    • Asset Management
    • Wealth Management & Financial Advisory
    • Insurance & Insurtech
    • Financial Sponsors

    Our Financial Services team has experience working at and with the world’s most sophisticated financial institutions, with robust industry knowledge and understanding of Asset and Wealth Management, Banking, Insurance & Insurtech, as well as Financial Sponsor businesses. Our team services clients ranging from industry disruptors, to Fortune 500 incumbents.


Our investment banking services include both merger and acquisitions and capital raising advisory.

Mergers & Acquisitions

We enable businesses to perform strategic deals, including sell-side and buy-side services. We have played matchmaker for both small and large companies, and have come to appreciate the nuances of each business.

We leverage our deep operational experience across a breadth of industries with the goal to maximize value while achieving fluid transitions.

Capital Raising

We appreciate the many considerations that companies seeking capital need to think about. This includes the amount and type of capital to be raised, the placement within the capital structure, as well as who the appropriate capital partner should be.

Our experience as operators raising capital, and as investors putting capital to work, provides us with powerful and unique insights into answering all of these questions.


We understand the many nuances of running a business and know how crucial each decision is early in a company’s life-cycle. Loon brings expertise across numerous operational departments and can help optimize efficiencies, develop strategies and realize goals. Our goal is to help solve our clients’ most prolific challenges AND…

…We work with management teams and departments across the firm, guiding towards growth and value creation. Our ability to understand all stakeholder needs allows Loon to help guide to successful outcomes.

Value-Added Services

Corporate M&A Development

Corporate M&A Development

Business Development Initiatives

Business Development Initiatives

Outsourced CFO & FP&A Functions

Outsourced CFO & FP&A Functions

Integration & Synergy Realization

Integration & Synergy Realization

Industry Research Market-Mapping

Industry Research Market-Mapping

Valuation & Asset Advisory Services

Valuation & Asset Advisory Services


3350 Virginia St., Suite 510
Miami, FL 33133

Email: info@loonadvisors.com