Birchwood Merchant Partners

Services

Five disciplines.
One firm.

Birchwood is built around the things small cap companies actually need. No team you do not meet. No specialty group whose name you forget the moment the call ends.

  1. 01

    Capital Raising

    Sourcing growth, expansion, and acquisition capital from active institutional and family office investors.

    • Growth equity rounds for revenue stage businesses preparing to scale.
    • Acquisition financing for buy and build strategies and platform combinations.
    • Bridge and structured capital ahead of a public listing or strategic exit.
  2. 02

    Mergers & Acquisitions

    Buy side and sell side advisory for small cap companies pursuing combinations, divestitures, and add ons.

    • Sell side processes designed to surface the right buyer, not the largest list.
    • Buy side searches for founders building through acquisition.
    • Divestiture support for non core assets and business unit carve outs.
  3. 03

    Strategic Alternatives

    Independent assessment of recapitalization, sale, partnership, and growth options.

    • Board level reviews of capital structure and strategic optionality.
    • Honest counsel on whether to raise, sell, partner, or hold.
    • No house product to push. The advice is the inventory.
  4. 04

    Debt & Equity Transactions

    Structuring and placement across the capital stack. Senior debt, mezzanine, preferred, and common.

    • Senior secured debt from commercial lenders and private credit funds.
    • Mezzanine and preferred equity for growth and shareholder liquidity.
    • Common equity placements for scaling companies not yet ready for the public markets.
  5. 05

    RTO & IPO

    Reverse takeovers and initial public offerings for companies ready for public capital markets.

    • RTO structuring across Canadian and US listing venues.
    • IPO readiness. Governance, disclosure, and underwriter selection.
    • Post listing capital strategy and follow on planning.

Tell us where you are. We will tell you what we think.