The Services We Provide
Wellington Charles Advisors an experienced, reputable advisory firm committed to offering privately held main street businesses professional financial services of exceptional quality.
We assist you in developing new perspectives on the world, finding possibilities you may not have known existed, and achieving outcomes that close the gap between where you are and where you want to be. Analyzing realistic financial possibilities and opportunities is a fundamental component of our time-tested strategy.
Wellington Charles Advisors is dedicated to providing outstanding execution and unrivaled customer service, and we are founded on a culture of long-lasting connections. We strive to assist all clients in taking advantage of fresh and unique opportunities to spur development and change thereby improving their financial well being.
The Services We Provide
Valuation Services
Assess the economic worth of a business, including its tangible and intangible assets, intellectual property, stock and other securities.
Sell Side/Buy Side - M&A
Help firms provide market services and create investment products as well as makes investments and generate profits.
Spin-Offs, Split-Ups, Divestitures
Offer various methods for companies to separate and sell or distribute certain assets, divisions or subsidiaries.
Debt Financing
Raise funds from external sources such as bank loans, SBA loans, lines of credit, commercial mortgages and equipment loans.
Related-Party Transactions
Mediate arrangements between parties that have a preexisting relationship to ensure transparency and prevent potential abuse.
Structured Financing Transactions
Utilize financial instruments to manage risk, develop financial markets and create new funding for emerging and evolving markets.
Minority Investments
Arrange non-controlling investment in a company’s equity to raise capital to support its growth and expansion.
Bond Financing & Credit Agreement
Raise funds by issuing bonds; provide security to bondholders and a legal contract that outlines the loan’s terms and conditions.
Shareholder Advisory
Provide strategic advice on matters related to shareholders, such as activism, defense, and other shareholder-related issues
ESOP/ERISA Transactions
Establish qualified retirement benefit plans to invest in the employer’s securities that meet the ERISA fiduciary mandates.
Strategy Creation
Development of a dynamic comprehensive plan with deep insights, forecasting and ongoing adaptation to achieve specific goals.
