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Strategic Advisory & Capital Markets

Connecting Innovation with Capital Through Licensed Expertise & Technology

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

Bruce
McDermott
Capital Markets and Strategic Partnerships
25+ years Capital Markets Experience - Led billion-dollar transactions including $300M+ bank recapitalization and $200M marina roll-up acquired by Blackstone.
Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to Larry Ellison and Arsenal FC financing.
Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.
Paul
Zilkey
Healthcare Finance (dental/pharmacy)
15+ Years Healthcare Finance - President & Co-Founder of Healthfin Group, specializing in dental and pharmacy financing in Canada.
$17M+ Deal Experience - Closed major transactions including $2M pharmacy investment and $15M credit facility.
Healthcare & Small Business Finance Expert - Focuses on financing solutions for healthcare businesses and Canadian SMEs.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets - Managing Director at finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making - Specializes in finding funding partners and building high-performing teams that exceed goals.
Corporate Finance Expert - Helps companies raise capital and navigate public mark
Mark
Borkowski
Canadian M&A Acquisitions & Strategic Buyer Networks
37 years exclusively sell-side M&A experience with proven track record of closing complex transactions including recent $37M all-cash deal generating $750K in advisory fees
Direct access to $3.2T in institutional dry powder through established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America
Specializes in profitable operating businesses with $1M+ EBITDA, focusing 95% on Canadian companies while maintaining strong aversion to mining and real estate sectors

Bruce
McDermott
Capital Markets and Strategic Partnerships
25+ years Capital Markets Experience - Led billion-dollar transactions including $300M+ bank recapitalization and $200M marina roll-up acquired by Blackstone.
Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to Larry Ellison and Arsenal FC financing.
Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.
Paul
Zilkey
Healthcare Finance (dental/pharmacy)
15+ Years Healthcare Finance - President & Co-Founder of Healthfin Group, specializing in dental and pharmacy financing in Canada.
$17M+ Deal Experience - Closed major transactions including $2M pharmacy investment and $15M credit facility.
Healthcare & Small Business Finance Expert - Focuses on financing solutions for healthcare businesses and Canadian SMEs.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets - Managing Director at finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making - Specializes in finding funding partners and building high-performing teams that exceed goals.
Corporate Finance Expert - Helps companies raise capital and navigate public mark
Mark
Borkowski
Canadian M&A Acquisitions & Strategic Buyer Networks
37 years exclusively sell-side M&A experience with proven track record of closing complex transactions including recent $37M all-cash deal generating $750K in advisory fees
Direct access to $3.2T in institutional dry powder through established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America
Specializes in profitable operating businesses with $1M+ EBITDA, focusing 95% on Canadian companies while maintaining strong aversion to mining and real estate sectors

Bruce
McDermott
Capital Markets and Strategic Partnerships
25+ years Capital Markets Experience - Led billion-dollar transactions including $300M+ bank recapitalization and $200M marina roll-up acquired by Blackstone.
Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to Larry Ellison and Arsenal FC financing.
Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.
Paul
Zilkey
Healthcare Finance (dental/pharmacy)
15+ Years Healthcare Finance - President & Co-Founder of Healthfin Group, specializing in dental and pharmacy financing in Canada.
$17M+ Deal Experience - Closed major transactions including $2M pharmacy investment and $15M credit facility.
Healthcare & Small Business Finance Expert - Focuses on financing solutions for healthcare businesses and Canadian SMEs.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets - Managing Director at finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making - Specializes in finding funding partners and building high-performing teams that exceed goals.
Corporate Finance Expert - Helps companies raise capital and navigate public mark
Mark
Borkowski
Canadian M&A Acquisitions & Strategic Buyer Networks
37 years exclusively sell-side M&A experience with proven track record of closing complex transactions including recent $37M all-cash deal generating $750K in advisory fees
Direct access to $3.2T in institutional dry powder through established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America
Specializes in profitable operating businesses with $1M+ EBITDA, focusing 95% on Canadian companies while maintaining strong aversion to mining and real estate sectors

Our Focus

Principcal Focus Areas

Alternative Investments & Real Estate

Infrastructure project financing

Commercial real estate refinancing

Cross-border real estate transactions

Alternative structures (PIK, revenue sharing, fractional ownership)

Technology & Fintech and US Healthcare Innovation

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

Alternative Investments & Real Estate

Infrastructure project financing

Commercial real estate refinancing

Cross-border real estate transactions

Alternative structures (PIK, revenue sharing, fractional ownership)

Technology & Fintech and US Healthcare Innovation

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

Alternative Investments & Real Estate

Infrastructure project financing

Commercial real estate refinancing

Cross-border real estate transactions

Alternative structures (PIK, revenue sharing, fractional ownership)

Technology & Fintech and US Healthcare Innovation

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

Book a Free Call

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

Book a Free Call

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

Getting Started

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

Your 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

Let's Have a Conversation

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

Strategic Advisory & Capital Markets

Strategic Advisory & Capital Markets

Strategic Advisory & Capital Markets

Connecting Innovation with Capital Through Licensed Expertise & Technology

About Wellington Row Capital

Collective Experience

Target Identification

125+ years

$2.5B+

750+ companies

Multiple successful exits

Industry Expertise

Target Identification

Healtchare and medical technology

Capital markets and growth companies

Alternative investments and strategic partnerships

Cross-border transactions

Network Reach

Target Identification

Canadian financial ecosystem

International M&A networks

Alternative investment community

Institutional and regulatory networks

Transforming Traditional Advisory

The New Paradigm:

Market Reality:

Our Integrated Approach

AI-Enhanced Deal Sourcing:

Experienced Advisory Network:

Our Advisory Leadership

Our Advisory Leadership

Our Advisory Leadership

Bruce

McDermott

Paul

Zilkey

Andrew

Gaudet

Mark

Borkowski

Bruce

McDermott

Paul

Zilkey

Andrew

Gaudet

Mark

Borkowski

Bruce

McDermott

Paul

Zilkey

Andrew

Gaudet

Mark

Borkowski

Principcal Focus Areas

Alternative Investments & Real Estate

Technology & Fintech and US Healthcare Innovation

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

Alternative Investments & Real Estate

Technology & Fintech and US Healthcare Innovation

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

Alternative Investments & Real Estate

Technology & Fintech and US Healthcare Innovation

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

Our Advisory Services

Capital Strategy & Fundraising

Network Access & Introductions

Strategic Growth Advisory

Alternative Investment Structuring

Capital Strategy & Fundraising

Network Access & Introductions

Strategic Growth Advisory

Alternative Investment Structuring

Capital Strategy & Fundraising

Network Access & Introductions

Strategic Growth Advisory

Alternative Investment Structuring

Getting Started