WATERTONCAPITAL PARTNERS
Mountain ridges and lake in Waterton Lakes National Park

INDEPENDENT CORPORATE FINANCE & STRATEGIC ADVISORY

Your first call.For decisions that matter.

Independent M&A, debt and equity capital advisory.
For owners of established mid-market businesses.

Speak with a Partner
A PERSONAL RELATIONSHIP. AN INDEPENDENT PERSPECTIVE.Discover Waterton
01 / OWNER DECISIONS

What comes next
for your business?

An acquisition. A sale. A refinancing. Each decision has implications for capital, ownership and the business you have built.

Waterton Capital Partners is an independent corporate finance and strategic advisory firm. We connect your objectives with financing and transaction alternatives, working directly with owners and management through capital and ownership decisions.

Acquire a business Prepare for a sale Refinance existing debt Raise growth capital Transition ownership

02 / CORPORATE FINANCE ADVISORY

Corporate finance advice
for the next stage.

M&A, debt and equity advisory, considered together in the context of your business.

CAPITAL & FINANCING

Debt Financing &
Capital Structuring

Financing decisions shape cash flow, flexibility and the capacity to grow.

Discuss a financing decision
Refinancing
Assess existing facilities, maturities and terms against the needs of the business.
Acquisition financing
Evaluate debt requirements and financing structures alongside a proposed acquisition.
Capital structure optimization
Evaluate and structure financing solutions that balance cost of capital, repayment obligations, financial flexibility and long-term business objectives.
Lender negotiations
Prepare financial analysis and support discussions with prospective or existing lenders.

We structure financing solutions and work with lending partners to align capital with our clients' strategic and financial objectives.

ACQUISITIONS & EXITS

Mergers &
Acquisitions Advisory

Support through consequential transactions, from evaluating alternatives to coordinating execution.

Discuss an acquisition or sale
Buy-side & sell-side advisory
Develop acquisition strategies, evaluate targets and prepare businesses for ownership transitions and exits.
Valuation & financial modelling
Analyze business value, financial performance and transaction scenarios to inform decisions and negotiations.
Transaction structuring & negotiation
Assess structures and commercial terms against the owner’s objectives, financing requirements and transaction priorities.
Due diligence & execution coordination
Coordinate financial due diligence and work alongside management and other professional advisors through the transaction process.

GROWTH & OWNERSHIP

Equity Solutions &
Strategic Advisory

Independent advice that connects capital requirements with ownership priorities and the long-term direction of the business.

Discuss capital and ownership
Growth equity & capital sourcing
Evaluate capital requirements, identify financing alternatives and support the arrangement of equity capital from third-party providers.
Recapitalizations & liquidity alternatives
Assess changes to the capital structure alongside ownership, control and liquidity objectives.
Strategic capital planning
Connect growth plans and funding needs with cost of capital, financial flexibility and the balance of debt and equity.
Long-term financial & ownership strategy
Develop financial analysis to guide capital allocation, ownership transitions and the next stage of the business.

03 / YOUR ADVISORS

Know the people.
Build the relationship.

Ryan Milaney and Darren Woods bring complementary experience across banking, corporate finance, M&A and capital markets.

Ryan and Darren work directly with owners and management. Ryan’s banking, institutional lending relationships and capital-structuring experience complement Darren’s transaction execution, valuation and financial modelling expertise.

Ryan Milaney

Ryan Milaney

Managing Partner

Nearly two decades in commercial banking, corporate finance and capital markets, with expertise in capital structuring and lender negotiations.

Darren Woods

Darren Woods, CFA

Managing Partner

More than a decade in corporate finance, M&A and capital markets, with expertise in transaction execution, valuations and financial modelling.

THE NEXT CONVERSATION

A decision on your mind?
Speak with a partner.

A capital requirement. An acquisition opportunity.
An ownership transition. Or simply a question about what comes next.

Speak with a Partner

ASSET PROVENANCE

Imagery with a source.

Landscape: “Waterton Lakes National Park May 2018” by Carolyn Miaral. Verified image source. CC BY-SA 4.0. Resized and converted to WebP; displayed with responsive framing, muted colour and a dark overlay. The image adaptation remains under CC BY-SA 4.0. No endorsement is implied.

The location is identified by the photographer’s source description. The landscape is a brand reference, not a claim about Waterton’s office location or geographic reach.

Crest and partner photographs supplied by Waterton. Web versions are resized and optimized without further changes to faces or backgrounds.

Typography: Libre Caslon Display and Manrope, locally hosted under the SIL Open Font License. Libre Caslon license · Manrope license.

MANAGING PARTNER

Ryan Milaney

Nearly two decades of experience in corporate finance, commercial banking, equity and debt capital markets, and capital advisory.

Ryan’s background spans commercial banking, corporate finance and capital markets, including institutional lending relationships, capital structuring and lender negotiations.

Ryan works with owners on financing structures, lender negotiations and strategic capital decisions, drawing on institutional lending relationships and commercial banking experience.

MANAGING PARTNER

Darren Woods, CFA

More than a decade of experience in corporate finance, M&A and capital markets. Darren is a CFA charterholder.

Darren’s background includes buy-side and sell-side M&A, transaction execution, financial modelling, valuations, financing and lender negotiations. His financial analysis and transaction experience complement Ryan’s banking and capital-structuring background.