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Capital for Infrastructure,
Energy and Real Assets

Capital for Infrastructure,
Energy and Real Assets

Capital for Infrastructure,
Energy and Real Assets

We help sponsors raise $20M to $1B+ in debt and equity for projects too complex for the banks

Who We Are

About Wellington Row Group

Collective Experience

Target Identification

125+ years

of combined capital markets and M&A experience across our advisors

$75B+

in transactions across 600+ deals in 22 countries

1000+ companies

evaluated, so we know quickly what gets funded

450+ institutional relationships

with private equity, credit funds, infrastructure funds and family offices

Industry Expertise

Target Identification

Transportation and infrastructure

Transit systems, airport connectors and public-private partnerships

Energy transition and renewable fuels

Renewable fuel plants, clean energy projects and government-backed project debt

Specialty finance and asset-backed platforms

Loan and note portfolios, equipment and inventory facilities, and lending platforms

Commercial real estate refinancing and recapitalization

Multifamily, industrial and mixed-use refinancings, recaps and preferred equity

Network Reach

Target Identification

Canadian and US institutional capital

Pension funds, banks, credit funds and family offices on both sides of the border

KingsRock's 125 senior advisors across 45 countries

Covering the Americas, Europe, the Middle East and Asia-Pacific

Private credit, infrastructure and real estate funds

Direct lenders, infrastructure equity and real estate investors at every level of the capital stack

European infrastructure and pension capital

Through senior advisors who led Deutsche Bank's debt capital markets and project finance groups

About Us

Our Advisory Leadership

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 a privaty equity firm.

    Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to a well-known billionaire and Arsenal FC financing.

    Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.

  • Gregory

    Shefrin

    Private Wealth & Capital Markets Advisory

    35+ Years Private Banking Experience — Managed high-net-worth and institutional relationships at Deutsche Bank, BBVA Compass, and Wells Fargo Private Bank, including originating Americas-wide referral agreements across private wealth and capital markets.

    UHNW & Family Office Network — Brings deep relationships with ultra-high-net-worth families and family office principals developed across three decades in private banking and wealth advisory.

    Cross-Sector Advisory Background — Founding member of Shefrin & Associates, advising lower-middle-market corporate clients; MBA, Cornell Johnson Graduate School of Management.

  • 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 a privaty equity firm.

    Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to a well-known billionaire and Arsenal FC financing.

    Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.

  • Gregory

    Shefrin

    Private Wealth & Capital Markets Advisory

    35+ Years Private Banking Experience — Managed high-net-worth and institutional relationships at Deutsche Bank, BBVA Compass, and Wells Fargo Private Bank, including originating Americas-wide referral agreements across private wealth and capital markets.

    UHNW & Family Office Network — Brings deep relationships with ultra-high-net-worth families and family office principals developed across three decades in private banking and wealth advisory.

    Cross-Sector Advisory Background — Founding member of Shefrin & Associates, advising lower-middle-market corporate clients; MBA, Cornell Johnson Graduate School of Management.

  • 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 a privaty equity firm.

    Cross-Border Transaction Specialist - Executed unique deals including Hawaiian island sale to a well-known billionaire and Arsenal FC financing.

    Alternative Investment Expert - Specializes in fractional instruments, carbon credits, and sustainable technology partnerships.

  • Gregory

    Shefrin

    Private Wealth & Capital Markets Advisory

    35+ Years Private Banking Experience — Managed high-net-worth and institutional relationships at Deutsche Bank, BBVA Compass, and Wells Fargo Private Bank, including originating Americas-wide referral agreements across private wealth and capital markets.

    UHNW & Family Office Network — Brings deep relationships with ultra-high-net-worth families and family office principals developed across three decades in private banking and wealth advisory.

    Cross-Sector Advisory Background — Founding member of Shefrin & Associates, advising lower-middle-market corporate clients; MBA, Cornell Johnson Graduate School of Management.

  • 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.

four men looking to the paper on table

Our Focus

Principal Focus Areas

Project Finance & Construction Capital

Modular and manufactured housing projects

Municipal bond-backed workforce housing

Government-supported developments (LIHTC, state grants)

Middle-income rental ($1,200-$2,000/month)

Refinancing & Recapitalization

Platform & Growth Capital

Ownership Transitions & ESOPs

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What We Offer

Our Advisory Services

"Most firms rely on relationships alone. We pair a global network of senior bankers with modern data and origination tools, so the right deals reach the right capital faster."

"Most firms rely on relationships alone. We pair a global network of senior bankers with modern data and origination tools, so the right deals reach the right capital faster."

Nick Milani

COO and Partner

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Capital Structure Advisory

Capital structure and financing strategy ($10M–$200M scope)

Capital structure optimization (municipal bonds, hybrid structures)

Origination and qualification ahead of institutional engagement

Capital-readiness preparation — positioning, materials, data room

Debt & Equity Placement

Transferable Tax Credits

Structured & Alternative Capital

Capital Structure Advisory

Capital structure and financing strategy ($10M–$200M scope)

Capital structure optimization (municipal bonds, hybrid structures)

Origination and qualification ahead of institutional engagement

Capital-readiness preparation — positioning, materials, data room

Debt & Equity Placement

Transferable Tax Credits

Structured & Alternative Capital

Capital Strategy & Readiness

Capital structure and financing strategy ($10M–$200M scope)

Capital structure optimization (municipal bonds, hybrid structures)

Origination and qualification ahead of institutional engagement

Capital-readiness preparation — positioning, materials, data room

Debt & Equity Placement

Transferable Tax Credits

Structured & Alternative Capital

Get in touch

Let's Have a Conversation

Book a call. Within a few days, we'll tell you whether we can help and how.

Book a Free Consultation

Capital advisory for infrastructure, energy and real assets.

Wellington Row LLC is not a broker-dealer. Execution through KingsRock Securities, member FINRA/SIPC

Copyright © 2026 Wellington Row Group. All rights reserved.

Capital advisory for infrastructure, energy and real assets.

Wellington Row LLC is not a broker-dealer. Execution through KingsRock Securities, member FINRA/SIPC

Copyright © 2026 Wellington Row Group. All rights reserved.

Capital advisory for infrastructure, energy and real assets.

Wellington Row LLC is not a broker-dealer. Execution through KingsRock Securities, member FINRA/SIPC

Copyright © 2026 Wellington Row Group. All rights reserved.