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.

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
Advisory Services
- Strategic financial planning
- Market positioning and fundraising strategies
- Debt restructuring and optimization
- Investor communication and engagement
Global Capital Solutions
Fueling Business Evolution
White Swan Advisors Group specializes in connecting visionary businesses with the strategic capital and expertise they need to thrive. Our primary focus is fostering transformative partnerships between businesses and investors, enabling scalable growth, financial stability, and operational excellence. While capital solutions are at the heart of what we do, we also provide selective M&A advisory services to support long-term business strategies when the opportunity arises.
Capital Solutions - The Process to Success
Strategic Expertise. Unparalleled Access. Tailored Results.
Finalis Broker-Dealer Network
As a proud partner of Finalis, one of the top broker-dealers in the United States, we provide exclusive access to their network of 640+ investment banks and $68 billion in transactions, with $9 billion+ raised in 2024 alone. This positions your business within one of the most robust capital marketplaces globally, giving you access to the strategic investors you need.
Internal Rolodex and Strategic Partners
Our trusted network includes 2,257+ strategic relationships, encompassing seasoned investors, affiliates, and partners who bring proven expertise in capital allocation and advisory services. These relationships are the cornerstone of our ability to secure meaningful connections for our clients.
Retail Capital Market Campaigns
Every partner benefits from retail campaigns targeting 25,000+ investors, sourced from leading platforms such as PitchBook, Apollo, and FintrX. Our targeted outreach is designed to align with your business goals, ensuring precision in connecting with investors who resonate with your vision.
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
Endowments
Venture Capital
Debt Funding
Private Equity
Family Offices
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
We create engaging pitch decks that clearly present your value proposition, market opportunities, and financial projections to attract investors.
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
We provide accurate financial forecasts, including projected income statements, balance sheets, and cash flow statements, to support your growth planning and funding needs.