Early Stage & Venture Financing
Wealbridge specializes in finding exceptional early stage opportunities and partnering those opportunities with the best support systems so those opportunities can reach their optimum potential. Our definition of early stage investing encompasses any point along a company’s evolution from pre-revenue / start-up to $25M and a decade of history. Wealbridge seeks out companies that are well positioned within growth sectors, have a proven world-class management team, and are hungry and passionate about disrupting their market space.

Secured-Revenue Debt Financings
Wealbridge utilizes unique and cutting-edge structured finance products to secure future revenues and further leverage these otherwise illiquid assets, allowing them to serve as a basis for debt capital transactions. Our structured finance products can be utilized in virtually any type of debt transaction, including leveraged acquisitions, management buy-outs, term and revolving debt, short-term debt, bridge financings, and limited recourse project financings. This allows Wealbridge to increase the availability of capital, reduce our clients’ cost of capital, and reduce or eliminate lending covenants.

Distressed Situations
Given the limited access to capital in today’s market, many companies face potential default scenarios due to restrictive lending covenants. By utilizing our proprietary structured products, we are able to substantially mitigate the risk associated with current cash flows, refinance and/or consolidate existing debt, minimize the severity of lending covenants, and allow our clients to operate more efficiently and profitably within an optimized debt structure.

Buy-Side Acquisition Services
Through our unique processes, Wealbridge can give clients the ability to obtain efficient capital structures for potential target companies during the acquisition process. This allows firms the ability to purchase companies that may otherwise have been cost-prohibitive, or in some cases lowers the amount of equity necessary for the transaction to occur.

Sell-Side Services
In a divestiture scenario, Wealbridge can add liquidity to a marketplace that may otherwise not be there. Through the design and implementation of our proprietary products, we work hand-in-hand with clients to develop a plan, find the appropriate valuation, and expand the potential marketplace for the sale transaction.

Private Placement of Hybrid and Equity Capital
Wealbridge arranges placement of equity and hybrid capital on behalf of small and middle-market clients and clients involved in project finance. Wealbridge differentiates itself by utilizing innovative structured finance products to deliver optimal terms. We maintain active relationships with numerous institutional investors, private equity funds, hedge funds, regional commercial banks, and insurance companies — enabling our professionals to deliver superior financing solutions that would otherwise be unavailable in the marketplace.