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
In Aggregate Transaction Volume in 2024
Years Capital Markets Experience
And growing investor Rolodex
Transactions
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.
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AIP Realty (Public)
$128M equity; Merchant Banking
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Signature Dividend Corp.
$19.5M acquisition capital, M&A advisory
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New Stratus Energy (Public)
$10M growth equity
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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
Volt Lithium (Public)
$10M equity raise; Merchant Banking
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.
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
