Strategic Advisory & Capital Markets

Strategic Advisory & Capital Markets

Strategic Advisory & Capital Markets

Connecting Innovation with Capital Through Licensed Expertise & Technology

Who We Are

Who We Are

Who We Are

About Wellington Row Capital

Collective Experience

Target Identification

125+ years

combined financial services and M&A experience across advisors

$2.5B+

in aggregate transaction value across technology, healthcare, manufacturing, and alternative investments

750+ companies

evaluated and strategic partnerships facilitated across North American and international markets

Multiple successful exits

and capital raises spanning middle market to institutional-scale transactions

Industry Expertise

Target Identification

Healtchare and medical technology

companies ($500K-$17M range) including dental, pharmacy, and medical receivables

Capital markets and growth companies

($10M-$200M+ revenue) seeking institutional funding and IPO preparation

Alternative investments and strategic partnerships

fractional instruments, carbon credits, and cross-border transactions

Cross-border transactions

(Canada-US-Asia-Europe) expansion across regulated industries

Network Reach

Target Identification

Canadian financial ecosystem

connections including major banks and Toronto tech community

International M&A networks

spanning Korea, Asia-Pacific, Europe, and North America with institutional relationships

Alternative investment community

including family offices, sovereign wealth funds, and specialized financing sources

Institutional and regulatory networks

across multiple jurisdictions with compliance expertise for complex transactions

Transforming Traditional Advisory

The New Paradigm:

Traditional advisory firms rely on relationships and manual processes

We combine AI-powered deal sourcing with seasoned advisor expertise

Technology amplifies human insight for superior outcomes

Market Reality:

$500B+ in annual growth capital seeking deployment

Growing companies need sophisticated guidance but lack access

Fragmented advisor market with inconsistent quality

Our Integrated Approach

AI-Enhanced Deal Sourcing:

Proprietary algorithms identify high-potential opportunities

Real-time market intelligence and company screening

Data-driven qualification before human engagement

Experienced Advisory Network:

Canadian and US financial leaders with 125+ years combined experience

Former investment bankers, technology executives, and successful entrepreneurs

Proven track record across SaaS, fintech, and growth markets

About Us

Our Advisory Leadership

Our Advisory Leadership

Our Advisory Leadership

Principcal Focus Areas

Principcal Focus Areas

Principcal Focus Areas

Growth-Stage SaaS
Companies ($5M-50M ARR)

  • Series B/C capital raising strategy

  • Strategic acquisition guidance

  • Exit planning and preparation

  • Operational scaling advisory

Technology & Fintech and
US Healthcare Innovation

  • Digital transformation and AI integration

  • Financial technology development

  • Strategic partnership development

  • Regulatory navigation and compliance

Alternative Investments & Real Estate

  • Infrastructure project financing

  • Commercial real estate refinancing

  • Cross-border real estate transactions

  • Alternative structures (PIK, revenue sharing, fractional ownership)

What We Offer

What We Offer

What We Offer

Our Advisory Services

"Most advisors rely on relationships alone. We combine 40+ years of Wall Street experience with AI-powered deal matching to deliver results traditional firms can't match."

Naliko Semono

The Founder

Capital Strategy & Fundraising

Investor presentation development and positioning

Due diligence preparation and management

Term sheet negotiation and deal structuring

Investor relationship management

Network Access & Introductions
Strategic Growth Advisory
Alternative Investment Structuring
Capital Strategy & Fundraising

Investor presentation development and positioning

Due diligence preparation and management

Term sheet negotiation and deal structuring

Investor relationship management

Network Access & Introductions
Strategic Growth Advisory
Alternative Investment Structuring
Capital Strategy & Fundraising

Investor presentation development and positioning

Due diligence preparation and management

Term sheet negotiation and deal structuring

Investor relationship management

Network Access & Introductions
Strategic Growth Advisory
Alternative Investment Structuring

Our Process

Our Process

Our Process

Getting Started

1

Discovery & Matching Process

Comprehensive business and strategic assessment

Advisor team selection based on industry fit and expertise

Network analysis and introduction strategy development

Customized engagement proposal and timeline

2

First 90 Days

Strategic positioning and market analysis

Investor/partner target identification and approach strategy

Initial network introductions and relationship building

Ongoing advisor availability and rapid response to strategic decisions

Get in touch

Get in touch

Get in touch

Let's Have a Conversation

Book a call, and let’s talk about how we can support your business with tailored solutions.

Book a Free Consultation

Connecting Innovation with Capital Through Licensed Expertise & Technology

Copyright © 2025 Wellington Row Capital. All rights reserved.

Connecting Innovation with Capital Through Licensed Expertise & Technology

Copyright © 2025 Wellington Row Capital. All rights reserved.

Connecting Innovation with Capital Through Licensed Expertise & Technology

Copyright © 2025 Wellington Row Capital. All rights reserved.