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Jason Panzer, CFA

Managing Director

Jason Panzer has spent over 20 years advising and leading businesses focused on financial technology. Prior to joining CG, Jason served for 10+ years as a partner and chief operating officer at boutique investment banking advisory firm Marlin & Associates, where he executed over 50 financial technology, data, analytics and payments related transactions.

Prior to Marlin, Jason was VP of business development for FactSet (NYSE: FDS) and also served as chief financial officer for JCF Group, a France-based provider of financial data which was sold to FactSet, and an associate in the mergers and acquisitions group at law firm Skadden, Arps, Slate, Meagher & Flom LLP. Jason’s experience as an operating executive, CFO and M&A lawyer enables him to act as a strategic and financial advisor in all aspects of M&A and financing transaction.

Jason has earned an MBA from the Columbia Business School, a law degree from the Fordham Law School, and is a CFA charterholder. Panzer received his BS from Arizona State University.


+1 212 514 4203

Location: New York

Selected transactions completed include:

(Please note all transactions occurred prior to joining Canaccord Genuity)
  • Private Client Resources investment by to Public Pension Capital
  • Prequin Solutions sale to Dynamo, a Francisco Partners portfolio company
  • SALIDO Inc. sale to North American Bankcard
  • Zenmonics on minority equity investment from FIS
  • MSCI Inc. on sale of its FEA division to Allegro (Vector Capital portfolio company)
  • Rapid Ratings on Series B financing from FTV Capital
  • Billing Tree on sale to Parthenon Capital
  • M&O Systems on sale to Broadridge
  • Advise Technologies on sale to CIP Capital as part of a roll up into Compliance Solutions Strategies
  • Tier1 Financial Solutions recap by Wavecrest Capital Partners, MassMutual Ventures and Salesforce Ventures
  • Investment Metrics on sale to Resurgens Technology Partners

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