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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

$75B+

in aggregate transaction value across 600+ completed deals in 22 countries

1000+ companies

evaluated and strategic partnerships facilitated across North American and international markets

450+ institutional relationships

including private equity, hedge funds, and family offices globally

Industry Expertise

Target Identification

Energy and natural resources

including mining, metals, oil & gas, and renewable energy across global markets

Capital markets and growth companies

($10M-$200M+ revenue) seeking institutional funding and strategic exits

Industrial and manufacturing

including heavy industry, automotive, transportation, and consumer durables

Technology companies

including B2B SaaS, AI, enterprise software, and CRM platforms ($5M-$80M transactions)

Network Reach

Target Identification

Canadian financial ecosystem

including major banks, Toronto tech community, and Ontario Teachers Pension Fund

International M&A networks

across 22 countries spanning Asia-Pacific, Europe, North America, and Latin America

Alternative investment community

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

European institutional capital

through Deutsche Bank connections, credit funds, and sovereign wealth sources

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.
Randal
Stephenson
Global M&A & Capital Markets
40+ Years Global Transaction Experience – Completed 300+ transactions across 22 countries valued at over $72 billion including energy, technology, and industrial deals.
Institutional Capital Network – Maintains 450+ direct relationships with private equity firms, hedge funds, and family offices writing $10M-$50M equity checks.
Cross-Border Deal Specialist – Recent transactions include $65M renewable energy platform, $80M AI company, and $45M consumer manufacturer across international markets.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets Experience – Managing Director at leading finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making – Specializes in identifying strategic funding partners and building high-performing teams that exceed goals. Relationship-driven approach secures optimal capital solutions.
Corporate Finance Expert – Helps companies raise capital efficiently and navigate going public, ensuring successful market entry and long-term value creation.
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. Expert in positioning companies for optimal exit outcomes.
Direct Access to $3.2T in Institutional Capital – Established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America ready to transact.
Specializes in Profitable Operating Businesses – Focuses 95% on Canadian companies with $1M+ EBITDA. Expertise in identifying value drivers and structuring deals that maximize shareholder returns.

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.
Randal
Stephenson
Global M&A & Capital Markets
40+ Years Global Transaction Experience – Completed 300+ transactions across 22 countries valued at over $72 billion including energy, technology, and industrial deals.
Institutional Capital Network – Maintains 450+ direct relationships with private equity firms, hedge funds, and family offices writing $10M-$50M equity checks.
Cross-Border Deal Specialist – Recent transactions include $65M renewable energy platform, $80M AI company, and $45M consumer manufacturer across international markets.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets Experience – Managing Director at leading finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making – Specializes in identifying strategic funding partners and building high-performing teams that exceed goals. Relationship-driven approach secures optimal capital solutions.
Corporate Finance Expert – Helps companies raise capital efficiently and navigate going public, ensuring successful market entry and long-term value creation.
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. Expert in positioning companies for optimal exit outcomes.
Direct Access to $3.2T in Institutional Capital – Established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America ready to transact.
Specializes in Profitable Operating Businesses – Focuses 95% on Canadian companies with $1M+ EBITDA. Expertise in identifying value drivers and structuring deals that maximize shareholder returns.

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.
Randal
Stephenson
Global M&A & Capital Markets
40+ Years Global Transaction Experience – Completed 300+ transactions across 22 countries valued at over $72 billion including energy, technology, and industrial deals.
Institutional Capital Network – Maintains 450+ direct relationships with private equity firms, hedge funds, and family offices writing $10M-$50M equity checks.
Cross-Border Deal Specialist – Recent transactions include $65M renewable energy platform, $80M AI company, and $45M consumer manufacturer across international markets.
Andrew
Gaudet
Capital Markets & Finance
15+ Years Capital Markets Experience – Managing Director at leading finance firms, currently Interim COO at company preparing for Nasdaq listing.
Business Development & Deal Making – Specializes in identifying strategic funding partners and building high-performing teams that exceed goals. Relationship-driven approach secures optimal capital solutions.
Corporate Finance Expert – Helps companies raise capital efficiently and navigate going public, ensuring successful market entry and long-term value creation.
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. Expert in positioning companies for optimal exit outcomes.
Direct Access to $3.2T in Institutional Capital – Established relationships with PE firms, Ontario Teachers Pension Fund, and strategic acquirers across North America ready to transact.
Specializes in Profitable Operating Businesses – Focuses 95% on Canadian companies with $1M+ EBITDA. Expertise in identifying value drivers and structuring deals that maximize shareholder returns.

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)

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

Alternative Investments & Real Estate

Infrastructure project financing

Commercial real estate refinancing

Cross-border real estate transactions

Alternative structures (PIK, revenue sharing, fractional ownership)

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

Alternative Investments & Real Estate

Infrastructure project financing

Commercial real estate refinancing

Cross-border real estate transactions

Alternative structures (PIK, revenue sharing, fractional ownership)

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

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

$75B+

1000+ companies

450+ institutional relationships

Industry Expertise

Target Identification

Energy and natural resources

Capital markets and growth companies

Industrial and manufacturing

Technology companies

Network Reach

Target Identification

Canadian financial ecosystem

International M&A networks

Alternative investment community

European institutional capital

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

Randal

Stephenson

Andrew

Gaudet

Mark

Borkowski

Bruce

McDermott

Randal

Stephenson

Andrew

Gaudet

Mark

Borkowski

Bruce

McDermott

Randal

Stephenson

Andrew

Gaudet

Mark

Borkowski

Principcal Focus Areas

Alternative Investments & Real Estate

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

Alternative Investments & Real Estate

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

Alternative Investments & Real Estate

Energy & Natural Resources

Growth-Stage Companies ($10M-$800M Needed)

Technology & Industrial Manufacturing

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