Non-Dilutive Debt. Growth Equity.
Growth Equity, Institutional & Alternative Lending
- Common Equity
- Preferred Equity
- Senior Debt
- Subordinated Debt
- Mezzanine Debt
- Revenue-based Finance
- Alternative Lenders
- Venture Equity
- Venture Debt
As we transition out of a historic bubble in asset valuations, accessing the right form of capital, and the right capital partner, are becoming more challenging.
As valuations in both private and public markets normalize, the ‘seller’s market’ dynamic that favored owners and founders of fintech, payments and SaaS companies has evaporated. In its place is a markedly different sentiment that tends to favor buyers and investors, one characterized by caution and greater scrutiny in the assessment and valuation of investable assets.
Technology companies need to raise capital for a multitude of purposes throughout the business life-cycle. Fintech, payments and SaaS companies are no different. From funding inorganic growth with minority equity to supplying fintech originators with private credit, Wellesley Hills Financial has invested heavily in, and successfully built-out, a robust network of capital providers that criss-cross the capital stack.
As a licensed investment bank with our own Broker-Dealer (Wellesley Hills Securities), we are fully authorized to source all manner of funding on behalf of our clients, including private securities offerings.
Targeted M&A & Capital Raising
In similar fashion to our Targeted M&A Services, our capital raising capabilities are performed with client objectives at the forefront. Through careful analysis of a client’s intended capital usage, Wellesley Hills Financial recommends the optimal capital structure and capital type to achieve the objective. We also have the ability to design creative, low-cost capital solutions using a firm’s recurring revenue as collateral.
Wellesley Hills Financial’s capital raising solutions address a wide assortment of needs, including minority growth for operational enhancement, minority growth for acquisitions, leveraged buy-outs, securing credit facilities for consumer and SMB specialty lending originators (including forward flow arrangements), and advances for SaaS firms against subscription fee receivables.
In today’s environment of heightened volatility and fluid valuations, having access to a diverse network of capital sources is critical, and Wellesley Hills Financial’s capital raising services can be a powerful tool for our client-partners to use.