Pan American Finance

What Pan American Finance does

CleanBridge is an independent investment banking advisory firm providing strategic advice and transaction execution capabilities to asset owners, private equity and infrastructure firms, and corporate and strategic investors focused on sustainable infrastructure, climate finance, and sustainable living globally. The firm is organized under CleanBridge Group, LLLP, with two wholly-owned operating subsidiaries: CleanBridge Securities, LLC (a FINRA/SIPC member in the US) and CleanBridge Advisors (UK), Ltd (FRN: 997967, FCA-authorized), supporting cross-border mandates from offices in Miami and London. Core service lines are M&A and Strategic Advisory (43 transactions, $1.6bn), Project Finance and Debt Advisory (25 transactions, $1.5bn), Capital Advisory (12 transactions, $1.0bn), and Capital Placement (7 transactions, $0.8bn), together representing 87 transactions with over US$5.0 billion in total transaction value. The firm also publishes the Insights research platform (Energy Perspectives, Energy Transition, Energy Current) as a thought-leadership and origination channel.

The business model is professional services: advisory fees negotiated on a transaction-by-transaction basis across M&A, project finance, debt advisory, equity capital, mezzanine finance, and capital placement. Go-to-market is sales-led and relationship-driven, executed by senior bankers directly with institutional clients, with origination supported by referrals, established networks, the Insights content platform, and industry events. The firm has no disclosed proprietary technology, and pricing is not publicly disclosed. Benjamin Moody serves as Co-Founder, President, Partner & CEO.

Name

Pan American Finance

Legal name

CleanBridge Group, LLLP

Website

https://panamericanfinance.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

CleanBridge is an independent investment banking advisory firm providing M&A advisory, project finance, capital advisory, and capital placement services to institutional investors and corporates in sustainable infrastructure and climate finance across the Americas and Europe.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Project finance advisory
• Debt capital raising
• Equity capital raising
• Financial advisory services
• Capital markets advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. M&A and Strategic Advisory: Advisory fees for mergers, acquisitions, divestitures, joint ventures and valuations. The firm has closed 43 M&A transactions valued at $1.6 billion.
2. Project Finance and Debt Advisory: Advisory services for project finance, corporate debt and restructurings. The firm has completed 25 project finance transactions valued at $1.5 billion.
3. Capital Advisory: Equity capital and mezzanine finance advisory. The firm has executed 12 capital advisory transactions valued at $1.0 billion.
4. Capital Placement: Capital placement services for sponsors and highly differentiated fund managers. The firm has completed 7 capital placement transactions valued at $0.8 billion.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Pan American Finance is a financial advisory firm that provides advice on project finance, equity, and debt capital raising. Based in Miami, the firm serves clients requiring structured capital raising and project finance advisory across capital markets.

Product overview

CleanBridge operates as an independent investment banking advisory firm offering four core service lines: M&A and Strategic Advisory (43 transactions, $1.6bn), Project Finance and Debt Advisory (25 transactions, $1.5bn), Capital Advisory (12 transactions, $1.0bn), and Capital Placement (7 transactions, $0.8bn), totaling 87 transactions with over $5.0 billion in value. The firm also provides research and intelligence through its Insights platform, which includes Energy Perspectives (monthly market updates), Energy Transition (in-depth structural research), and Energy Current (near-term market intelligence). The advisory services and research offerings are integrated to serve clients focused on sustainable infrastructure, climate finance, and sustainable living globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Project Finance Advisory Advisory services for project finance transactions, providing guidance to clients on structuring and raising capital for projects.

Quantifiable outcome

• 87 transactions completed with over US$5.0 billion in total transaction value
• +2 more outcomes

Named customers12 records

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Others

• Greentech Capital Advisors (now part of SLB): Pre-acquisition, Greentech Capital Advisors was the most direct boutique peer to CleanBridge, providing sustainable-infrastructure M&A and capital raising advisory. Now operating within SLB, the legacy platform represents the closest analogue for what CleanBridge's scaled franchise could resemble.

Broad incumbents

• Lincoln International: Global investment bank providing M&A, capital raising, and project finance advisory in the energy and infrastructure sectors. Comparable deal profile to CleanBridge on mid-market renewable and infrastructure transactions, with broader sector coverage.
• Rothschild & Co: Global advisory firm with deep renewable energy and infrastructure expertise across M&A and capital structure advisory. Comparable transaction profile and client overlap on mid-cap sustainable-infrastructure mandates.
• Macquarie Capital: Global investment bank with a market-leading green investment franchise, renewable energy project finance, and energy transition M&A. Overlaps with CleanBridge on sustainable infrastructure M&A and project finance but operates at much greater scale with balance-sheet capability.
• Houlihan Lokey: Global investment bank with dedicated renewable energy and infrastructure advisory capabilities covering M&A, project finance, and capital raising. Comparable in service mix but operating across many sectors beyond sustainability where CleanBridge is exclusively focused.
• KeyBanc Capital Markets (Clean Energy practice): Diversified middle-market investment bank with a long-standing dedicated clean energy and sustainability practice advising developers, sponsors, and infrastructure investors. Broader product set than CleanBridge but overlaps significantly on renewable energy M&A and capital raising.
• Jefferies (Energy Transition & Infrastructure): Global investment bank with a dedicated Energy Transition and Infrastructure group covering clean energy, renewables, and sustainable finance. Comparable to CleanBridge in deal type, but Jefferies brings much broader sector coverage and product capabilities.

Direct peers

• Marathon Capital: Chicago-based boutique investment bank focused exclusively on clean energy, renewable power, and sustainable infrastructure M&A, debt advisory, and capital raising. Directly comparable to CleanBridge in niche specialization, service mix, and client base of sponsors and developers.
• CohnReznick Capital: Capital advisory and investment banking group within CohnReznick focused on clean energy, renewable infrastructure, and sustainability transactions. Comparable to CleanBridge in providing project finance, M&A, and capital raising across the renewable value chain.
• Nomura Greentech: Investment banking advisory platform focused on sustainable technology, renewable energy, and clean infrastructure. Closest direct peer in pure-play climate-infrastructure advisory, now operating within a larger global bank but retaining dedicated sector coverage.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PanAmFinance
• Facebookfacebook.com/PanAmericanFinance
• LinkedInlinkedin.com/company/pan-american-finance

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pan American Finance