logo

White Swan
Advisors

Capital Advisory for The Lower-Middle Market
A 'White Swan' is a rare, yet predictable event with the capacity to shape industries and redefine futures, one that can be anticipated through available information and strategic insight, making it an extraordinary opportunity for those prepared to act decisively. It is a testament to the power of foresight and preparation, where visionaries turn potential into groundbreaking success.

Unified Expertise and Proven Success of
White Swan, Our Partners, Directors & Advisors

1B+

In Aggregate Transaction Volume in 2025

31+

Years Capital Markets Experience

2537+

And growing investor Rolodex

Strategic Capital Solutions

We specialize in bridging the gap between visionary entrepreneurs and the investors who share their vision. By offering tailored capital solutions and strategic introductions, we empower your business to secure the funding that creates the necessary runway for growth.

Capital Advisory

Providing expert guidance and hands-on support to navigate the complexities of securing investment. From deal preparation to investor engagement, we work closely with you to streamline the funding process. Our mission is simple: to connect your business with the right investors, ensuring your success in reaching your financial goals.

Recent Track Record

Summary of recent transactions completed in the private and public sectors, equity raises, debt raises, M&A advisory.

Orbital Transports
Orbital Transports

$5M, Advisory – Equity

Boom Mobile
Boom Mobile

$10M, Project Debt Refinance + Equity

Rocket Dollar
Rocket Dollar

$11.4M, Advisor Equity

Ampaire, Inc.
Ampaire, Inc.

$22M, Advisory – Equity

Stabili Teeth
Stabili Teeth

$8M, Advisory – Venture Equity

The AIM Organization
The AIM Organization

$5M, Advisory – Debt Refinance + Equity

Underground Printing
Underground Printing

$9M, Advisory – Debt

Progenerative Medical, Inc.
Progenerative Medical, Inc.

$2.5M, Advisory – Venture Equity

EndoTaggs
EndoTaggs

$5M, Advisory – Venture Equity

Solartia
Solartia

$300M, Advisory - Project Finance & Equity

Sapphire Healthcare AI, Inc.
Sapphire Healthcare AI, Inc.

$2M, Advisory – Venture Equity & M&A

IX Water
IX Water

$3M, Advisory – Equity

Global Capital Solutions

White 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.

Merchant Banking
Investment Criteria
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
Service Approach
  • Equity in lieu of cash
  • Direct company investment