Business Meeting

Strategy & Corporate Finance Advisory

Wellington Charles Advisors
 

ABOUT US

Wellington Charles Advisors was formed to provide sophisticated, high quality advisory and financing services to lower-middle-market and middle market companies.

We excel at preparing and advising companies to execute significant capital raise, sell side or growth through acquisition strategies. We also are adept at helping family-owned businesses to maximize their objectives, including valuation, and exit planning.

Our highly active team has strong relationships with leading capital partners including private equity firms, family offices and strategic buyers. We follow the trends affecting a broad swath of sectors. We excel at positioning lower middle-market companies for the best outcome.

 

SERVICES

VALUATION SERVICES
SELL SIDE/ BUY SIDE - M&A
SPIN-OFFS, SPLIT-UPS, DIVESTITURES 
GOING PRIVATE TRANSACTIONS
RELATED-PARTY TRANSACTIONS
STRUCTURED FINANCING TRANSACTIONS
MINORITY INVESTMENTS
BOND FINANCING & CREDIT AGREEMENTS
SHAREHOLDER ADVISORY
ESOP/ERISSA TRANSACTIONS
STRATEGY CREATION
 
ACG
IR Global
AICPA
AM&AA
NACVA
 

Contact us!

Success! Message received.

Email. mlewis@wellingtoncharles.com
Phone.  (847) 404-0250