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White Swan
Advisors

Boutique Merchant Bank and Capital
Advisory Firm For The Lower-middle Market
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

Merchant Banking

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.

Customize Funding Strategies

We expertly manage financial complexities to secure growth funding, optimize assets, and foster key investor relationships across all deal types, verticals, and geographic locations. Our expertise in M&A and consolidation tactics ensures successful transactions and improved operational efficiency.

Corporate Finance

In this sector, White Swan Advisors is your strategic partner in fostering corporate evolution. We offer more than just funding; our aim is to drive your business growth while preserving your operational autonomy. With careful consideration, we evaluate each potential partnership for its long-term benefits and alignment with your vision.

Pension Funds

Pension Funds

Endowments

Endowments

Venture Capital

Venture Capital

Debt Funding

Debt Funding

Private Equity

Private Equity

Family Offices

Family Offices

UHNW Individuals

UHNW Individuals

Strategic Documentation

We create engaging pitch decks that clearly present your value proposition, market opportunities, and financial projections to attract investors. Our business plans outline your strategic vision, market analysis, and growth strategies, while our pro forma/financials offer accurate financial forecasts to support your growth planning and funding needs.

Pitch Deck
Pitch Deck

We create engaging pitch decks that clearly present your value proposition, market opportunities, and financial projections to attract investors.

Business Plans
Business Plans

Our business plans outline your strategic vision, market analysis, and growth strategies, serving as a comprehensive guide for your company’s success.

Pro Forma
Pro Forma

We provide accurate financial forecasts, including projected income statements, balance sheets, and cash flow statements, to support your growth planning and funding needs.

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