Windsor Private Capital

Services

Principal Investing

Windsor provides customized debt and equity solutions to meet our client's wide range of commercial needs. Windsor is a flexible organization that highly values its ability to assess investment opportunities efficiently.

Target Investment Size:

  • $500,000 to $10,000,000 with the ability to provide additional capital if required

Structure:

  • Typically Windsor will structure its financing solutions in a form of debt facility with a term of 3-24 months
  • Windsor's financing solutions will often have a return enhancement which may include a conversion feature, warrants or royalty

Target Situations:

  • Strong underlying business at inflection point (i.e. capital for new contract or growth opportunity)
  • Acquisition financing
  • Recapitalization / restructuring
  • Bridge to equity raise or sale transaction
  • Management buyout
  • Shot-gun / shareholder buyout
  • Special situations
  • Short term liquidity issues
  • Stock margin loans

Mergers & Acquisition Advisory Services

  • Development and formulation of merger, acquisition and divestiture strategies
  • Identification of potential buyers or acquisition targets
  • Assessment of valuation
  • Assisting with due diligence investigations
  • Developing financing strategies
  • Structuring, negotiating and processing transactions
  • Development of company offering memoranda and other presentation materials
  • Coordinating with other professional advisors (legal, tax, accounting)

IPO and Reverse Merger Advisory Services

Windsor's advisory team are experts in reverse merger transactions in Canada having led and sponsored two of Canada's top reverse merger transactions, with market capitalizations exceeding $500mm.