White Swan Advisors
Boutique Merchant Bank and CapitalAdvisory Firm For The Lower-middle Market
Unified Expertise And Proven Success Of Our Partners And Directors
In Aggregate Transaction Volume
Years Capital Markets Experience
Transactions
Investor Relationships
Merchant Banking
Empowering businesses through strategic capital allocation and expert banking services. We invest in your company's future, providing not just funds but also comprehensive financial management, enabling growth and long-term success.
Capital Advisory
Providing insightful guidance and professional advisory services to help navigate intricate financial landscapes pertaining to growth capital, debt advisory and corporate finance.
Recent Track Record
Summary of recent transactions completed in the private and public sectors, equity raises, debt raises, M&A advisory.
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Athabasca Oil Sands
$20M early stage
Bulldog Energy
$20M early stage
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Futerwell & Subsidiaries
$10M allocation; Merchant Banking
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C21 Cannabis
$30M growth equity; Merchant Banking
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America's Petrogas
$20M allocation & growth equity
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Renegade Petroleum
$50M early stage
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AIP Realty (Public)
$128M equity; Merchant Banking
Volt Lithium (Public)
$10M equity raise; Merchant Banking
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New Stratus Energy (Public)
$10M growth equity
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Signature Dividend Corp.
$19.5M acquisition capital, M&A advisory
Merchant Banking
Explore Our ServicesWhite Swan Advisors Group provides strategic funding, proprietary sources of capital, and management expertise to privately owned, small- to middle-market firms to facilitate growth, buyouts, capital restructuring, and turnarounds. We form partnerships with existing management teams in scalable operating companies, offering proven expertise in finance, operations, marketing, and organizational development to ensure sustainable growth and profitability.
Investment Criteria
- Proven business model
- Emerging cash-flow positive
- Strong management team with proven track record
- Competitive advantage
- Growth oriented industry backdrop
- Strong capital structure
Service Approach
- Equity in lieu of cash
- Direct company investment
