Panamerican Securities

Name

Panamerican Securities

Legal name

Panamerican Securities S.A. Agencia de Bolsa

Website

https://panamericansec.com.bo

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Banking & Brokerage

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Structured Finance & Securitization Placement (ABS/MBS/CLO) (FSAEALAK), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Treasury, Capital Structure & Liquidity Advisory (BPAHADAM)

Keywords

• Stock brokerage services
• Investment banking advisory
• Corporate finance structuring
• Wealth management services
• Securities trading intermediation

Headquarters

HQ city

La Paz

HQ country

Bolivia

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Brokerage Commissions (Intermediación Bursátil): Revenue from buying and selling securities on the Bolivian Stock Exchange (Bolsa Boliviana de Valores). The firm executes transactions for clients and earns commissions on trades.
2. Investment Advisory and Portfolio Management: Fee-based advisory services for personal and institutional clients including portfolio management, investment advice for domestic and international investments, and wealth management.
3. Corporate Finance and Securities Structuring: Advisory fees from structuring financing solutions for corporations through the capital markets, including bond issuance, debt restructuring, and mergers and acquisitions advisory.
4. Asset Management (through Panamerican SAFI): The company offers investment fund alternatives through its subsidiary Panamerican SAFI S.A., providing asset and wealth management services for individuals, families, and businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Panamerican Securities is an ASFI-regulated Bolivian stock brokerage agency that intermediates securities on the Bolsa Boliviana de Valores, advises corporations on financing and securities structuring (including bond issuance and debt restructuring), and provides investment banking services such as M&A advisory and corporate restructuring. Complementary offerings include personalized portfolio management for individuals, asset and wealth administration for families and enterprises, and institutional advisory, with investment fund alternatives delivered through subsidiary Panamerican SAFI S.A.

Product overview

Panamerican Securities offers a unified platform of financial services focused on capital markets, investment banking, and wealth management. The core offering comprises three interconnected service lines: (1) Intermediación Bursátil (Trading) for securities trading and brokerage; (2) Asesoría en Financiamiento y Estructuración de Valores for financing and securities structuring; and (3) Banca de Inversión (Investment Banking) for corporate finance and M&A. Supporting these are Gestión de Inversiones Personales for individual portfolio management, Administración de Activos y Patrimonios for asset/wealth management, and Asesoramiento a Clientes Institucionales for institutional clients. The subsidiary Panamerican SAFI S.A. provides specialized investment funds. The Aula Bursátil educational platform complements the services with financial education programs in partnership with BBV and ABAV.

Differentiator

Problem solved

Functional benefit

Products and services

• Intermediación Bursátil (Stock Brokerage / Securities Trading) Stock exchange intermediation services including purchase and sale of securities, brokerage, and custody of client and proprietary positions on the Bolsa Boliviana de Valores, for natural-person, corporate, and institutional clients.
• Asesoría en Financiamiento y Estructuración de Valores (Financing and Securities Structuring Advisory) Corporate financing advisory including access to capital markets, financial advisory, treasury management, and design of bespoke financing through securities issuance, for corporations seeking non-bank funding.
• Banca de Inversión (Investment Banking) Investment banking services including local and international financing plans, strategic partner search, mergers and acquisitions, buy-and-sell of companies, and corporate restructuring, for corporate and institutional clients.
• Gestión de Inversiones Personales (Personal Investment Management) Personalized portfolio management and investment advisory for individuals covering domestic and international investment opportunities, including investment account management and ongoing advisory.
• Administración de Activos y Patrimonios (Asset and Wealth Administration) Asset and wealth administration for individuals, families, and enterprises, including specialized fund investments delivered through subsidiary Panamerican SAFI S.A.
• Asesoramiento a Clientes Institucionales (Institutional Client Advisory) Customized investment and financing solutions for institutional investors, including portfolio management, securities custody, and institutional advisory aligned with regulatory requirements.
• Panamerican SAFI S.A. Investment Funds Investment fund products managed through wholly-owned subsidiary Panamerican SAFI S.A., specialized in key sectors of the Bolivian economy with transparent investment objectives for individuals, families, and enterprises seeking fund-based investments.

Quantifiable outcome

• USD 3,104 million in corporate financing and M&A advisory transactions
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Bolsa Boliviana de Valores S.A. (BBV)coreStrategic or Co-development PartnerPanamerican Securities collaborates with BBV through its Aula Bursátil program to provide financial education and training content to the market. BBV is the Bolivian Stock Exchange that connects all market actors to channel investment and strengthen economic development.
• Asociación Boliviana de Agentes en Valores (ABAV)coreStrategic or Co-development PartnerPartnership with ABAV for delivering financial and stock market education programs through the Aula Bursátil platform. ABAV is the Bolivian Association of Securities Agents that promotes securities market education.
• Panamerican SAFI S.A.coreOthersPanamerican SAFI S.A. is a subsidiary of Panamerican Securities that specializes in managing investment funds for important sectors of the economy, providing transparent investment alternatives for clients seeking fund-based investments.

Scale indicators5 records

Recent moves9 records

Expansion highlights5 records

Regional players

• LarrainVial: LarrainVial is a Chilean financial services firm offering brokerage, investment banking, asset management, and wealth management. Comparable as a mid-market LatAm investment bank/brokerage with a similar multi-service model, though operating primarily in Chile rather than Bolivia.
• GBM (Chile): GBM is a Chilean financial services firm offering brokerage, investment banking, and asset management services. Comparable as a regional player with a similar integrated multi-service model focused on Latin American markets.

Broad incumbents

• BTG Pactual: BTG Pactual is the largest Latin American investment bank, offering investment banking, brokerage, asset management, and wealth management. Comparable as a broad incumbent operating across the same service lines, with much greater regional scale.
• Itaú BBA: Itaú BBA is the investment banking arm of Itaú Unibanco, offering capital markets, advisory, and securities services across Latin America. Comparable as a broad incumbent with full-service capital markets capabilities and significantly deeper resources.
• Citi Investment Banking: Citi's investment banking division provides global capital markets advisory, M&A, and securities services. ÁNGELA Torrico, head of structuring at Panamerican, spent 20 years at Citibank NA — Citi is comparable as a broad incumbent whose Latin American franchise competes with Panamerican for cross-border corporate clients.

Direct peers

• Bisa Agencia de Bolsa: Bisa Agencia de Bolsa is part of Grupo Bisa, one of Bolivia's largest financial conglomerates. It competes directly with Panamerican Securities across securities intermediation, portfolio management, and corporate finance advisory in the Bolivian market.
• Santa Cruz Bursátil: Santa Cruz Bursátil is a Bolivian brokerage firm headquartered in Santa Cruz, offering trading, advisory, and corporate finance services. It directly competes with Panamerican Securities and shares geographic overlap in the Santa Cruz market.
• BNB Valores: BNB Valores is the brokerage arm of Banco Nacional de Bolivia, one of Bolivia's largest banks. It is a direct competitor offering securities brokerage, investment advisory, and corporate finance services in the same Bolivian capital markets as Panamerican Securities.
• Valores Unión: Valores Unión is a Bolivian Agencia de Bolsa offering brokerage, advisory, and securities structuring services. Direct competitor in the Bolivian capital markets with overlapping product offerings and customer segments.
• Credibolsa: Credibolsa is a Bolivian Agencia de Bolsa providing securities brokerage and corporate finance services. It is a direct competitor in the domestic capital markets intermediation business, serving overlapping segments of corporate and individual clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

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 Panamerican Securities