China-Focused Market Entry & Strategic Advisory

Providing best-in-class strategic and tactical advisory to US- and European-based companies in China since 2007. Having advised over a 100+ American and European clients with regards to their China activities, Pantek leverages its long local track record and established relationships with key industry players in the Greater China region to provide its clients with unparalleled insight and access to China-based market-entry opportunities, M&A dealflow, strategic capital investment channels and cross-border joint venture opportunities coupled with seasoned local execution capabilities.

About Us

Pantek provides confidential strategic and tactical advisory services to its American and European clients related to China-targeted market entry, mergers & acquisitions, cross-border joint venture structuring and financing and related activities. The Pantek team is comprised of professionals with backgrounds in Wall St. and APAC investment banking, international venture capital and private equity, APAC-focused management consulting, hedge fund management, and line operating roles within the technology, healthcare, media and energy sectors with specific focus on the APAC markets. Pantek’s management and deal support teams are all multi-lingual and possess significant cross-cultural business experience in the US, Europe and the Greater China region.

Services

Local Market Entry & Joint Venture Advisory

Pantek provides its clients with China-focused strategic and tactical advisory related to identifying and qualifying strategic partnership targets, conducting required business development to facilitate discussions with the appropriate targets and key personnel within those targets, while also providing advisory related to establishing local China operations and structuring and financing of joint venture partnerships.

Buyside and Sellside Advisory

Pantek provides its clients with a full array of merger & acquisitions advisory services with specific emphasis on market-entry acquisitions of targets based in the Greater China region. Pantek provides unique and sophisticated cross-border insights and capabilities to its clients, both sellers and buyers, targeting the Greater China region.

Private Placement Advisory

Pantek provides its clients with full advisory for domestic (local RMB currency) and international (USD currency) fundraising advisory targeting investors based in the Greater China region. Pantek possesses a unique network of institutional, strategic and high-net worth investors who are active industry participants in technology, media, healthcare and energy and experience in cross-border transactions.


Our Business Model

Because of the highly specialized nature of the services we provide to our clients and the costs associated with managing and executing an efficient and success-oriented cross-border platform model, we typically engage with clients on a monthly retainer basis coupled with back-end success-based milestone fees. For activities that require a registered broker-dealer, Pantek has a partnership with a registered broker-dealer and can provide broker-dealer clearance for its clients as needed via this partnership.

INDUSTRIES & REGIONS

Pantek’s principals operate in a broad array of market verticals where they have strong operating backgrounds and established networks in the Greater China region including high technology, bio-medtech, consumer packaged goods, high-end industrial goods and alternative energy.

Technology

  • Semiconductors
  • Online Gaming & Related Software Technology
  • Advanced Materials & Processing Equipment
  • Technology-Driven Manufacturing
  • Telecommunications (Mobile and Fixed Line) Systems
  • Broadcast Systems (Satellite, Cable, IPTV, Mobile)

Media

  • Film, TV, Radio, Print, Outdoor/Indoor
  • Premium Content Production & Distribution Platforms
  • Targeted Advertising and Interactive Content Placement
  • Related Software and Services Platforms

Healthcare

  • Personal and Clinical Diagnostics
  • Consumer Genomics
  • Life-Saving Medical Devices
  • Drug Discovery and Manufacturing

Energy

  • Rare Earth Exploration, Development & Production
  • Alternative or Technology-Driven Energy Platforms

The countries or regions where we currently operate and provide advisory assistance to our clients include:

SENIOR PROFESSIONALS

Jack Bell

Jack Bell

Managing Director

Jack founded Pantek and leads the firm's Technology practice. Prior to founding Pantek, Jack was Vice President of Marketing with Symwave, a fabless analog/mixed-signal semiconductor company providing integrated circuit solutions to the consumer and digital media markets with operations in China, Taiwan and the US. Jack joined Symwave in 2004 as the first US employee and was instrumental in the early development and implementation of the company's venture financing and cross-border sales and marketing strategies. The company raised over $40M in venture capital, grew to over 70 employees and shipped multiple high-performance analog IC product lines to the leading Greater Chinese and US consumer electronic and computer manufacturers before its sale to SMSC Inc. (NASDAQ: SMSC) in 2010.

Previous to Symwave, Mr. Bell was an Associate with Mission Ventures, a $500M early- and mid-stage venture capital fund where he managed direct equity investments and provided marketing and business development support to Mission's semiconductor, hardware systems and related software and services portfolio companies.

Prior to Mission Ventures, Jack was an Equity Analyst with UBS PaineWebber in New York with UBS' Telecommunications Equipment Group, providing equity coverage and M&A advisory to public and private companies in the telecommunications systems, sub-systems and related semiconductor markets.

Jack began his career as an Analyst with the Global Partner Ventures, a $100M Moscow, Russia-based private equity fund investing in recently privatized telecommunications, manufacturing, energy and media companies in the former Soviet bloc countries where Jack advised companies leading up to, during and after the Russian financial collapse of 1998. Jack graduated with honors from Colgate University and is conversant in Russian, Portuguese and beginning Mandarin Chinese. Jack splits his time between Pantek's California and China offices.


Galen Berkowitz

Galen Berkowitz

Associate

Galen joined Pantek in 2013 and provides deal support to Pantek’s US and European clients and is based in Pantek’s San Diego offices. Galen has been involved with China since 2007 when he moved to Shanghai without speaking a word of Chinese nor knowing anyone in the country. Galen ended up living in China of over 3 years and becoming proficient in Chinese. Galen worked in the private sector in China helping U.S. and European companies invest in the country. Galen also held positions with the U.S. Department of Commerce working on U.S.- China trade development and investment policy. Galen holds a master’s degree in International Management from the University of California San Diego School of International Relations and Pacific Studies and a bachelor’s degree in Political Science from the University of Pittsburgh.


Annie Shan

Annie Wang

Analyst & Operations Administration

Annie joined Pantek in 2008 as a Beijing-based Analyst and provides general operational and administrative support to Pantek’s clients in China. Previous to Pantek, Annie worked at Beijing Huayi Translation Co., Ltd for three years as professional translator and worked at Winko Machines Co., Ltd between 2002 - 2005 as Secretary of GM and Manager of Foreign Trade Department. Annie studied Advanced Translation at Beijing University of International Business and Economics (UIBE). Annie is an accredited English-Chinese professional translator.


Richard Li

Richard Li, M.D., Ph.D

Operating Partner

Dr. Li leads Pantek's Healthcare practice. Dr. Li brings over 20 years of experience in international biotechnology, pharmaceutical and medical research services as well as a strong background in international private client wealth management services servicing investors active in the biotechnology sector and cross-border mergers & acquisitions between US and Chinese companies.

Throughout his career, Richard has served as a trusted advisor to US and Chinese companies in the biomedical, CRO and advanced materials sectors, assisting these companies with market entry, joint venture partnerships and mergers and acquisitions. Additionally, Dr. Li has worked on behalf of several leading investment banking firms leveraging his industry and regional networks. Dr. Li possesses close relationships with the provincial government ecosystem throughout China, and has leveraged these networks to assist in facilitating M&A, joint ventures on behalf of his clients.

Between 2004 and 2008, Dr. Li served as Assistant Vice President at Wedbush Morgan Securities where he assisted Wedbush's private wealth management team advise clients active in the public and private equity biotechnology-related markets in China and the U.S. Previous to Wedbush, Dr. Li served with UBS Financial Services in a similar private client services advisory role.

Previous to his career advising US-based financial firms, Dr. Li held Assistant Professor and Professor positions at several medical institutions including the Pharmacology Department at the Medical College of Ohio in Toledo, the School of Biologicial Sciences at the University of Missouri-Kansas City, the Beijing Medical University in Beijing, China, and as a Physician at the Center for Disease Control for Hubei Province in Wuhan, China. Dr. Li received his Ph.D. in Pharmacology and M.D. from Beijing Medical University. Richard splits his time between Pantek's California and China offices.


Michael Adams

Michael Adams, CFA

Operating Partner

Michael leads the firm's Energy practice. Prior to joining Pantek, Michael was Managing Director at Lonestar Ventures, a direct investment firm based in Moscow, Russia with additional offices in Central Asia. While with Lonestar, Michael consulted to Ithmaar Bank (Bahrain) and composed the private placement memorandum for, road-showed, and brought core investors to Ithmaar's Central Asian Energy Fund, focusing on upstream oil and natural gas assets in Kazakhstan, Uzbekistan, and Tadjikistan for Gulf investors. Michael also consulted to Burlington Capital Group (Omaha, Nebraska), for whom he composed a private placement memorandum and developed a solid pipeline for their Agribusiness Partners International Fund II, which focuses on commodity and processed agribusiness product development in the countries of the Former Soviet Union.

Prior to joining Lonestar Ventures, Michael co-raised US$50 million in public and private investment capital and developed pipeline for ACAP, Afghanistan's first private equity fund under the aegis of Actis (London) and focusing on infrastructure and agribusiness investments.

Michael began his private equity career with Global Partner Ventures, a $100M Moscow, Russia-based private equity fund investing in recently privatized telecommunications, manufacturing, energy and media companies in the former Soviet bloc countries where Michael advised companies leading up to, during and after the Russian financial collapse of 1998. In all, Michael has been in private equity investing in domestic and emerging markets for over 13 years.

Michael earned his BA from Haverford College, his MBA from Thunderbird, and is a CFA Charterholder. He is near-native in Russian, fluent in Arabic, and has other language skills.


Sterling LeFevre

Sterling LeFevre

Operating Partner

Sterling leads Pantek's Media practice. Sterling as one of the leading M&A dealmakers in China media, brings over 10 years of M&A experience in the Chinese media sector. Sterling comes to Pantek after having led the M&A team for Xinhua Finance Limited (XFN) and Xinhua Sports & Entertainment Ltd. (XSEL) since 2003, one of the most prolific M&A players in China over the past decade. At Xinhua, Sterling assisted with the XFN Tokyo public listing and XSEL's listing on the Nasdaq. Following the company’s Nasdaq listing in 2007, Sterling led a successful rollup of 10 media companies in China totaling several hundred million dollars spanning print, online, radio and TV advertising and publishing via Xinhua’s in-house investment banking division, Xinhua Capital. This series of transactions represents the largest M&A rollup in the Chinese media sector for the past 50 years.

Upon successful completion of these deals at Xinhua, Sterling managed the eventual spinoff of Xinhua Capital from XSEL as an independent investment bank focused on reverse merger listings and private placements for China-based companies in media and related industries. Sterling continues to manage Xinhua Capital as a founding partner where Sterling and his team provide specialized advisory services pertaining to reverse-merger listings and private placements for China-based companies.

Prior to Xinhua, Sterling consulted on the successful launch and business development of the Santa Barbara Market Neutral Fund, a fund of funds hedge fund. During that time period Mr. LeFevre also advised on numerous private equity placements and was instrumental in the founding of The Dream Foundation.


Advisory Board

Pantek Partner's Advisory Board consists of over 50 leading industry CEOs, Board Members, senior operating executives and senior level industry consultants who act as strategic advisors to Pantek Partners and provide the firm and the firm's clients with additional reach and access across all our focus industry segments. Pantek's Advisors are based in the U.S., Greater China, Central and South America, and Western and Eastern Europe.

Clients

Contact Details

Pantek's US office is located in San Diego in Sorrento Valley, in the heart of Southern California's communications and biotechnology hubs, and home to several of the world's leading companies, universities and laboratories.
 Pantek’s China offices are located in Shanghai in the former French Concession area situated near the Pudong Financial District and in close proximity to the media and high-tech clusters of Shanghai and in Shenzhen in the heart of China's industrial and consumer manufacturing industries.

U.S. Office:

  • 8880 Rehco Road
    San Diego, CA 92121, USA
  • Phone: 858-605-6601
    Fax: 858-605-6601

Shenzhen Office:

  • Suite 1010, Building 3, Excellence Century Center
    Futian, Shenzhen, Guangdong, China 518048

Shanghai Office:

  • Unit 20124, 20F The Center
    989 Changle Road, Shanghai, China 200031

Get in Touch

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