Experience

Windsor Private Capital - Merchant Bank

• Partner

  • Jan 2007 - Present

  Windsor Private Capital is a merchant banking firm headquartered in Toronto, Canada. Founded in 1994, Windsor has provided structured credit and bridge financing solutions to small and mid-market companies as well as entrepreneurs and high net-worth individuals. Focusing on a wide range of industries including real estate, telecommunications, natural resources, technology, manufacturing, healthcare and financial services.Windsor provides clients with the capital they require without the dilution of an equity investment or the lengthy loan process associated with commercial banks. Our strengths lie in our ability to provide capital quickly and customize each credit facility with covenants and terms to meet our clients unique circumstances. Our target investments are $500,000 to $10,000,000 with the ability to provide additional capital if required. Typically we structure financing in the form of a debt facility with terms ranging from 3 to 24 months. Financing solutions will often have a return enhancement which may include a conversion feature, warrants or royalty. Target situations are strong underlying business at an inflection point, such as acquisition financing, restructuring, bridge loan to equity raise or sale, management buyout, shot-gun buyout, short term liquidity issues and stock margin loans.Windsor's mergers & acquisition advisory services include the development and formulation of mergers, acquisition and divestiture strategies, identification of potential buyers or acquisitions, assessment of valuation, assisting with due diligence, developing financing strategies, deal structuring, negotiating and closing transactions, coordinating with other professional advisers (legal, tax, accounting) and IPO and reverse merger advisory services. Windsor's team are experts in reverse mergers, having led and sponsored two of Canada's top transactions with market capitalization's exceeding $500mm. www.windsorgp.com