Capital Raising and M&A for Space, Energy and the Trades
Ready to Raise Capital?
Space founders. Energy developers. Trade business owners.
You take the investor calls. We do everything else. Selling a trade business instead? We introduce you to private equity buyers, at no cost to you.
Which one are you?
We do three things, and only three. Pick yours.
Investors love the tech and take the meeting. Then you hear it, or it just shows up in an email: “Love what you're doing. Not the right stage. Come back when you have a lead.” Plenty of interest, but no checks. And like so many founders tell us, “We're not professional fundraisers. We're company operators.” These are some of the problems we have solved for our partners. Every investor has a buy box. We've spoken with 500+ who back space, and we only bring you to the ones who fit. Where debt fits better, we arrange that too. You show up to calls with us and the investors and talk about what makes you great. We do the rest. White-glove service from an experienced team. Our team is FINRA-licensed. Every raise runs under the SEC rules, compliant, clean, and prepared for the next stage of development.
Raising Capital for U.S. Energy Developers
You have projects ready to build, but deposits, engineering and interconnection are coming off your own balance sheet. Lenders want equity first. Investors want proof first. Big funds say you don’t fit the box. And the tax-credit clock keeps ticking. You might want capital early, before the banks will look, and you need that first 30% so the debt follows. Or maybe you want to close deals actually knowing you’ll be able to fund them, and the whole time the team wants to keep as much equity as possible. These are some of the problems we have solved for our partners. We raise the equity and debt that gets projects built for EV and fleet charging, battery storage, solar, distributed generation, EV fleet leasing, vehicle conversions, hydropower, oil and gas, sustainable infrastructure, water and waste developers, etc. Our team is FINRA-licensed. Every raise runs under the SEC rules, compliant, clean, and prepared for the next stage of development.
U.S. Capital for International Energy Platforms
Capital at home is exhausted or expensive. Your banks don't cover U.S. investors. And the big funds tell you: “Great platform. Too small for our minimum check.” Private equity will buy you tomorrow, but not for a minority stake, and you're not giving up control. We have even been told, “We need some advice on how to approach American investors.” Or, “We’re not professional fundraisers. We’re company operators.” We have solved all those problems for our partners, and many more. We raise equity from U.S. family offices, wealth managers and institutions, etc. We help structure the deal so they can and want to invest. We get you in the door with the right U.S. families and funds. We shape the deck and make sure the data room has everything needed. You show up to calls with us and the investors and talk about what makes you great. We do the rest. And the truth is, you probably only need three or four families with $10 million each, not 100 meetings. Our focus is efficiency and outcome, all operated through a licensed and compliant framework with FINRA and the SEC. We’ve also worked with cross-border FINRA organizations.
Growth Capital for Founder-Led Businesses
The bank capped you out, or told you that you don't fit the box. Maybe there's another company you want to buy. Maybe a big contract landed faster than your cash can keep up, or you're slow-playing a backlog you can't fund yet. Maybe the SBA is tapped out. Maybe you're paying interest rates that hurt. And every investor or lender says, “Sounds great,” on the first call. Then, “This is not a fit,” on the second. Or maybe at this point you'd rather not even bring in equity partners? You just want flexible debt. And like so many owners tell us, “We're not professional fundraisers. We're company operators.” At White Swan, you just give us the info. We take care of it from there. We raise growth equity and financing structured around how you want to grow, not what the bank will allow. You're not just looking for a better rate. You want better terms, and lenders who keep funding your deal flow, including your next acquisition. We package the business, build the raise and take you to the allocators. All you do is show up and tell them why your company wins. Every deal runs through a FINRA-regulated process, start to finish.
Selling Your Business to Private Equity
Buyers send letters. Brokers call. You still don't know which buyers are serious, and you're not giving it away for pennies. We have agreements with private equity firms that want to buy companies like yours. The buyer pays our fee, so finding out costs you NOTHING. No listing, no auction, no word to your employees or customers. Only serious buyers, matched for fit with your team, not just the biggest check, unless that's what you're after. There's no obligation. If the number's wrong, walk away. You'll hear directly from serious buyers before you decide anything.
Introductions to private equity buyers are provided by White Swan Advisors LLC and are not offered through Finalis Securities LLC.
Recent Track Record
Equity and debt advisory across space, energy transition and growth companies.
Oil & Gas Operator (GOM)*
Consumer Products Platform*
Manufacturing Company*
On our fastest equity raise, we went from launch to a term sheet with a lead in 60 days. On debt, it took just 16.
You
- Hand us the raw documents
- Approve everything before it goes out
- Take the investor calls
Us: Everything Else
- We pick it apart first.Diligence like an investor would, and we fix the gaps.
- We build the backbone.Deck, teaser, data room.
- We get you in the right rooms.A curated list that fits, full-cycle outreach, and we talk to every investor before you do.
- We close it.NDAs, term sheets, finding the lead, structuring, closing and filings, with biweekly reports and calls.
Licensed and compliant. The goal: fully close the round with preparation for the next.