Perla Global Capital Advisors

What Perla Global Capital Advisors does

Perla Global Capital Advisors, LLC is a private, Los Angeles-headquartered investment banking advisory firm focused on special situations, cross-border M&A, corporate restructuring, and capital formation. Originally operating as Perla Capital Group, LLC from 1999, the firm was reorganized under its current holding company in May 2014. It targets middle-market companies and governments seeking debt or equity partnering in the $5 million to $500 million range (with syndications above $500 million and a $25–$300 million sweet spot), spanning more than 20 industry sectors including consumer, energy, financial services, healthcare, technology, transportation, hospitality, and real estate across the USA, Europe, Asia, Latin America, and Africa.

The firm operates as an enterprise field-sales advisory built on a worldwide network of senior-level industry and financial executives, partner law firms, and research advisors. It earns revenue through transaction-based advisory fees on capital formation, M&A, restructuring, privatization, and special situations mandates, and places designated representatives on sponsored company boards as Joint-Venture Participants and Chief Strategists. The platform is supported by an in-house Transaction Record Dashboard, a Transaction Processing Center in Puebla, Mexico for credit/political/market volatility research, origination locations in Singapore, New York, Mexico City, and London, and product extensions including Credit Enhancement Products through Insurance Guarantee (2022) and a Life Settlements joint-venture. The firm has reached nearly $5.9 billion USD in cumulative transaction value experience historically and entered a strategic collaboration with IFC in March 2026.

The firm is small (1–10 employees), wholly owned under executive control (Fernando Serrano as Managing Principal & Director), and is not a registered broker-dealer or investment advisor under US securities laws. Its competitive position rests on relationship-driven origination, cross-border execution capability, and access to a layered capital-source network that has yielded multi-hundred-million-dollar funding commitments and deal sizes ranging from single-digit millions to multi-billion debenture placements.

Name

Perla Global Capital Advisors

Legal name

Perla Global Capital Advisors, LLC

Website

https://perlacapitalgroup.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Perla Global Capital Advisors is a private, Los Angeles-headquartered investment banking advisory firm focused on cross-border special situations, M&A, restructuring, and capital formation for middle-market companies and governments in the $5M–$500M deal range across the Americas, Europe, Asia, and Africa.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394)

SIC

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

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL)

Keywords

• Investment banking advisory
• Mergers acquisitions advisory
• Corporate restructuring services
• Special situations advisory
• Cross-border capital formation

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fees - Corporate Finance: Advisory work for corporate finance, mergers & acquisitions, and special situations including corporate restructuring, corporate spin-offs, and cross-border joint-ventures. Fees earned for structuring optimal capital structures to help clients achieve strategic and financial objectives.
2. Transaction-Based Advisory: Advisory fees for debt and equity capital formation transactions typically ranging from $10 million to $500 million USD, with syndications for over $500 million USD. Revenue generated upon successful transaction closing or milestone achievement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Perla Global Capital Advisors provides special situations investment banking advisory and corporate restructuring services, focusing on cross-border debt and equity capital formation, mergers and acquisitions, divestitures, privatization, corporate defense, and joint-ventures. The firm serves middle-market companies, governments, and institutional investors seeking financing between $5 million and $500 million USD, supported by credit enhancement insurance products, proprietary market research, and a global transaction processing center.

Product overview

Perla Global Capital Advisors is a Special Situations Investment Banking & Restructuring Advisory Services Firm offering a unified platform of advisory services. The core products include Mergers and Acquisitions Advisory, Corporate Finance Advisory, Corporate Restructuring Advisory, Special Situations Advisory, Divestitures Advisory, Corporate Defense Activities, and Privatization Advisory. Supporting services include Credit Enhancement Products (insurance guarantees for cross-border transactions), Transaction Record Dashboard Technology, Due Diligence Model, Origination Services across multiple global markets, and Research Services tracking over ten market sectors with sixty industries. The company focuses on cross-border special situations requiring debt or equity partnering between $5 million and $500 million USD with typical financing requirements of $25 to $300 million USD.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory Advisory services for strategic equity partnering, management buyout services, buyer acquisition program, strategic alliances, minority investments, and public/private company transactions including hostile versus friendly takeover defense strategies, for middle-market companies and enterprises.
• Corporate Finance Advisory Advisory work for debt and equity capital formation with transaction experience of $10 million to $500 million USD, including common/preferred stock, senior/mezzanine/convertible debt, bond issuance, structured financing, and sale-leaseback arrangements for middle-market companies and institutional clients.
• Corporate Restructuring Advisory Advisory services for corporate restructurings, corporate spin-offs, corporate divestitures, and distressed situations including cross-border special situations requiring debt or equity partnering between $5 and $500 million USD for enterprises facing financial or operational stress.
• Special Situations Advisory Special situations investment banking services for emerging markets, focusing on cross-border transactions between $5 and $500 million USD with typical financing requirements of $25 to $300 million USD and strong social impact objectives, serving companies and governments.
• Divestitures Advisory Advisory services for corporate divestitures, including planning, structuring, and executing comprehensive and highly sophisticated financing transactions in public and private markets for corporate clients.
• Corporate Defense Activities Defense strategies for hostile takeover or friendly shareholder buyout scenarios for public and private company boards.
• Privatization Advisory Advisory services for the privatization of listed companies, supporting government and corporate clients through transaction structuring and execution.
• Credit Enhancement Products Insurance guarantee products that help cross-border investors and lenders deal with non-commercial risks by insuring eligible projects against losses related to breach of contract, currency inconvertibility and transfer restrictions, expropriation, war and civil disturbance, and non-honoring of financial obligations.
• Life Settlements Advisory Joint-venture advisory services for the acquisition of Life Insurance Policies referred to as Life Settlements, supporting the Financial and Insurance Services Company client in market expansion.
• Research Services Proprietary and third-party outsourced research tracking over ten market sectors with over sixty industries, including credit risk, political, and market volatility assessments for institutional and corporate clients.

Quantifiable outcome

• Nearly $5.9 billion USD in transaction value experience over history
• +2 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered minor and major.

• Bangladesh Global CompanyminorStrategic or Co-development Partner · 19 July 2021Strategic Partnership announcement for business development and advisory services.
• Life Settlements Joint-Venture PartnersminorStrategic or Co-development Partner · 1 March 2018Joint-Venture to acquire Life Insurance Policies referred to as Life Settlements.
• North Africa and Abu Dhabi United Arab Emirates CollaborationmajorStrategic or Co-development Partner · 18 July 2016$200 Million USD Capital Fund Memorandum of Understanding for North Africa and Abu Dhabi collaboration.
• Singapore Origination OfficemajorStrategic or Co-development Partner · 10 September 2014Marina Bay Financial Centre Singapore - Strategic location for cross border Investment Banking Advisory Services to China, Hong Kong, Taiwan, Japan, Indonesia, Malaysia, Thailand, Philippines, and Vietnam.
• Nairobi, Republic of Kenya boutique investment banking groupminorStrategic or Co-development Partner · 3 July 2014Business Development Agreement for cross border transactions. Key sectors include Oil & Gas, Mining, Infrastructure, Agribusiness, Financial Services, Healthcare, Education, Tourism & Hospitality, and Telecommunications.
• United Arab Emirates Investment CompanymajorStrategic or Co-development Partner · 1 April 2014Memorandum of Understanding for organizing long-standing business cooperation in providing Advisory Corporate Finance and Advisory Investment Banking Services across the globe.
• Sanli Pastore & HillminorImplementation/ SI/ Consulting Partner · 27 April 2000Strategic Alliance for advisory and consulting services.

Scale indicators6 records

Recent moves12 records

Expansion highlights5 records

Direct peers

• Moelis & Company: Independent global advisory firm providing M&A, restructuring, and capital markets advisory. Comparable in independent advisory model and cross-border execution, though operating at significantly larger scale than Perla.
• Lincoln International: Global mid-market investment bank focused on M&A, capital advisory, and special situations across the Americas, Europe, and Asia. Highly comparable to Perla in cross-border mid-market advisory orientation and special situations mandate.
• PJT Partners: Independent advisory firm focused on strategic advisory, restructuring, and fund placement. Comparable in M&A and restructuring advisory scope and in providing advice to boards on special situations.
• FTI Consulting: Global advisory firm with a strong corporate finance and restructuring segment serving companies, lenders, and stakeholders in special situations. Directly comparable in restructuring and special situations advisory services.
• ACXIT Capital Partners: Independent global advisory firm focused on mid-market M&A, capital advisory, and cross-border transactions across Europe, the Americas, and Asia. Highly comparable niche to Perla in cross-border mid-market advisory.
• Duff & Phelps (Kroll): Global advisory firm providing M&A, restructuring, valuation, and special situations advisory. Comparable in cross-border advisory and special situations mandates, particularly for complex mid-market engagements.
• Houlihan Lokey: Independent global investment bank with leading positions in M&A advisory, capital markets, and corporate restructuring. Closely comparable to Perla's mid-market, special situations, and restructuring focus, but with substantially larger scale.

Broad incumbents

• Lazard: Global financial advisory and asset management firm with strong M&A and restructuring practices. Comparable in advisory services for cross-border and special situations mandates, but with substantially broader franchise.
• Rothschild & Co: Global financial advisory group with deep M&A, restructuring, and capital advisory practices. Comparable in advisory services and cross-border reach but operates at much larger scale and as a broad incumbent.
• Evercore: Independent global investment banking advisory firm serving prominent companies and investors. Comparable in independent advisory positioning and special situations focus, though much larger in scale and resources.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/perla-capital-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Perla Global Capital Advisors