Investment Banking Services

Client-centric. Process-driven.

Transaction Advisory Services

WH Financial has a proven record of transactional success representing our fintech, payments, software, and financial sponsor clients. We offer a full suite of investment banking services, from buy-side and sell-side M&A, to capital raises, both debt and equity. It’s an exciting time for fintech and SaaS founders to access the capital markets – there’s an unprecedented amount of investors actively looking to deploy capital to high-growth, recurring revenue businesses.

Drawing upon two decades of transactional experience and in-depth knowledge of our focus verticals,  our M&A services are grounded in the nuance of understanding client objectives. Combining insights, analytical capabilities and access to a robust network of key decision makers, we collaborate with our clients to craft strategies that bring together the highest-value buyers and sellers, for the optimum deal outcome. 

  • Buy-Side and Sell-Side M&A
  • Strategic Transaction Planning
  • Due Diligence Facilitation

Wellesley Hills Financial pairs clients with the appropriate investors to fund organic and inorganic growth. Our team has long-established relationships with institutional investors, financial sponsors and fintech and software entrepreneurs. Leveraging years of advisory experience with our proprietary CRM investor-database, we identify the most appropriate capital source for each unique client objective.

 

Organic Growth & Acquisition Capital

  • Common Equity
  • Preferred Equity
  • Senior Debt
  • Subordinated Debt
  • Mezzanine Debt

Wellesley Hills Financial delivers thoughtful restructuring and business transformation solutions that address the concerns of all stakeholders. We pride ourselves on effectuating creative, timely solutions to maximize value for all parties. Through our well-established relationships and years of experience, our polished team of financial experts excel in bringing new capital partners to the table and steering consensus among existing shareholders.

  • Corporate Restructuring
  • Lender Negotiation
  • Leveraged Buyout

Transactional Advisory Services
Transaction Advisory Services

Transaction Advisory Services

WH Financial boasts a proven record of transactional success on behalf of our fintech, payments, SaaS, and financial sponsor clients. We offer a full suite of investment banking services from buy-side and sell-side M&A, to capital raises, both debt and equity. It’s an exciting time for fintech and SaaS founders to access the capital markets – there’s an unprecedented amount of investors looking to actively deploy capital to high-growth, recurring revenue businesses.

Drawing upon two decades of transactional experience and in-depth knowledge of our focus verticals,  our M&A services are grounded in the nuance of understanding client objectives. Combining insights, analytical capabilities and access to a robust network of key decision makers, we collaborate with our clients to craft strategies that bring together the highest-value buyers and sellers, for the optimum deal outcome. 

  • Buy-Side and Sell-Side M&A
  • Strategic Transaction Planning
  • Due Diligence Facilitation

Wellesley Hills Financial pairs clients with the appropriate investors to fund organic and inorganic growth. Our team has long-established relationships with institutional investors, financial sponsors and fintech and software entrepreneurs. Leveraging years of advisory experience with our proprietary CRM investor-database, we identify the most appropriate capital source for each unique client objective.

 

Organic Growth & Acquisition Capital

  • Common Equity
  • Preferred Equity
  • Senior Debt
  • Subordinated Debt
  • Mezzanine Debt

Wellesley Hills Financial delivers thoughtful restructuring and business transformation solutions that address the concerns of all stakeholders. We pride ourselves on effectuating creative, timely solutions to maximize value for all parties. Through our well-established relationships and years of experience, our polished team of financial experts excel in bringing new capital partners to the table and steering consensus among existing shareholders.

  • Corporate Restructuring
  • Lender Negotiation
  • Leveraged Buyout

Strategic Advisory

Strategic Advisory Services

In addition to our fintech and SaaS investment banking offerings, WH Financial offers an array of professional services to guide and advise our clients through the corporate life cycle. Our best-of-breed financial modeling, valuation work, and analytics offer powerful insights for use in internal strategy development and evaluation. 

Giving consideration to historical and forecasted business performance, along with current market sentiment, our team provides independent valuation analyses for businesses and individual assets for use in gift and estate planning, stock-based compensation, and dispute resolution applications.

  • Tax & Dispute Resolution
  • Valuation Opinion
  • Stock Based Compensation Valuation Opinion
  • Rights-of-First-Refusal Assessment

Increased scrutiny in today’s transactional and investment environment continues to require board members to be faithful to their fiduciary duties throughout the M&A process. Our fairness opinion service provides boards with the highest quality opinion of value to satisfactorily carry-out their duties, strengthening oversight and protecting shareholder value.

  • Management Buyout
  • Employee Stock Ownership Plan (ESOP)
  • Bankruptcy, Liquidation, or Restructuring