About

Capturing value creating opportunities requires a responsive corporate finance firm who can structure, negotiate, and access the maximum number of financing options at each step of the client’s growth plan. Our team’s primary objective is to deliver customized financing strategies for companies evolving through all stages of their business and economic cycles.

Our team works to deploy capital across a range of strategies with differing risk/return targets, liquidity parameters and varying vehicle structures tailored to meet the business client needs. We work with family offices, HNWI’s and Wealth Managers to invest and deploy capital provided by both our principals and investors.

Our Business Model

First Wellington is committed to ‘positioning’ client companies in order to successfully fund various transactions through senior, subordinated and convertible debt financings that may not conform to general banking credit criteria. Our primary role is to analyze the operational information and assess the optimum financing solution to successfully complete the proposed transaction.

Our first step is to quickly understand the insight of the senior management team of each client company. We incorporate a multi-disciplinary approach and work with your accounting, legal, and other professional advisors.

The critical difference between financial success and failure for smaller corporations is the ability to secure additional financing when they need it, which may include; Trade Finance, Instrument Issuance, Invoice Factoring, Development and Construction Financing, Mergers and Acquisitions. Access to alternative financing can be the key to successfully achieving strategic corporate growth. Our objective is to help the management of our client companies achieve their full financial potential.

We become a member of your team.