Investment Banking

Investment Banking

WCS Investment Banking team dedicates to providing financing and corporate advisory solutions to companies in a range of industries in the United States, Europe, and Asia region. Our senior investment banking professional's expertise and culture of innovation allow us to develop a customized solution for client needs. Our team works closely with issuers, including first-time issuers and those with complex situations, to raise private and public capital. We have successfully raised capital for our clients by leveraging our institution and private client distribution network.

Our Services:

  • Financing -
    • Private Placements
    • Initial Public Offerings (IPOs)
    • Follow-On and Secondary Offerings
    • At-the-Market Offerings (ATMs)
    • Special Purpose Acquisition Vehicles (SPACs)
    • Fixed Income Offerings
  • Advisory -
    • Provide Valuation Analysis
    • Financial projections / Pro-forma financial modeling
    • Strategic advice including sales strategy and business development
    • Market penetration & pricing analysis
    • Establish a dynamic investor activities calendar
    • Support pre and post-conference communications and follow-up
    • Advisory Agent for Mergers & Acquisition with Financing
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Industry Experience

Healthcare & Life science

Ongoing changes in the healthcare and life sciences landscape influence the need to make critical business decisions and require specialization at every level to take full advantage of market opportunities. WCS team of investment bankers brings a unique and specialized perspective to transactions needed to help you grow or exit your business.

Healthcare and life sciences organizations face an increasingly competitive environment as they expand territory or consolidate operations. WCS team of experienced investment bankers leverages deep industry relationships throughout the healthcare and life sciences sectors to deliver specialized advisory services for organizations and providers that identify opportunities and successfully conduct business transactions.

Transportation & Mobility

WCS team provides full-service financing and advisory for the transportation industry. We help established auto suppliers and late-stage Autotech and mobility companies secure their future in the mobility ecosystem. In the modern automotive industry, you need to combine forces with other synergistic companies. WCS gives you access to leading industry partners and provides expert M&A guidance, so you create the most valuable alliances. Our unrivaled industry expertise and experience, combined with our expansive geographic footprint, translates to our clients' exceptional outcomes.

Aerospace & Defense

WCS Aerospace & Defense network consists of highly experienced bankers across North America who have spent most of their careers developing deep professional relationships and a specific understanding of the industry trends and dynamics. With significant experience in the sector, our network retains the ability to properly frame and articulate our client’s value proposition and maintain proprietary knowledge on businesses across the industry, which allows us to identify the most likely parties for a transaction. Combining industry relationships and senior-level service and attention on all transactions allows our network to deliver outstanding results consistently.

Energy & Renewables

At WCS, it is our job to stay in front of global economic trends. Amongst the most important of these is humanity recognizing the need to invest in renewable energy like wind, solar, hydroelectric, clean coal, and other alternative power sources that do not deplete Earth’s natural resources. That’s why one of our main focus is renewable energy, working with governments and corporations to finance investments in the sector. WCS’s significant transaction experience, industry expertise, and relationships, built on its unmatched network that provides successful transactions and client outcomes, together have made it a driver in the lower middle market Energy & Renewables advisory.

Technology, Media & Telecom

Our Technology, Media & Telecom practice furnishes in-depth market expertise, financing, and M&A advisory solutions to industry bellwethers as well as emerging upstarts. We leverage our global partnership and expertise to provide corporate clients and the TMT ecosystem with holistic solutions. Whether you need growth capital, are planning an IPO, or making an acquisition, our seasoned Investment bankers will craft the right solutions.

Real Estate

WCS Real Estate group provides full-service financing for all types of Real Estate Investment Trusts (REITs) and private owners of real estate, from both the public and private equity markets, and includes joint venture funding and both buy-side and sell-side advisory services. We provide complimentary in-depth industry knowledge and relationships with the best M&A advisory services in the lower middle market. We are committed to serving the needs of real estate businesses.

Our Clients

Our Advice is Dedicated to the Prosperity of Our Clients! Get Consultation Now
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Check the background of this financial professional on FINRA's BrokerCheck