WorldVest characterizes a merchant bank as an organization that offers not only traditional investment banking, asset management and advisory services, but also makes direct investments as a principal in select private equity and venture capital transactions. The combination of its highly experienced management team and network of trusted advisors, associates, and affiliate relationships enables WorldVest to access the very highest caliber transactions from around the world. Through each transaction, WorldVest establishes long-term partnerships while supporting management to implement sound growth strategies.
As a global company, WorldVest provides truly comprehensive banking, direct investment and advisory services to entrepreneurs and companies without predefined boundaries or limits. Rather than placing limits on its areas of investment, WorldVest evaluates opportunities in all geographic markets, industries, and stages of development based on their individual merits seeking to participate in those which offer the greatest opportunity to create better risk-adjusted returns. Currently, WorldVest's focus is on those companies located in North America, and the BRIC countries (Brazil, Russia, India, and China), which have among the fastest growing GDP's in the world.
Management recognizes the disconnect that exists between the needs of companies and the limitations, resulting from the current credit crisis, of traditional investment banking, private equity, and venture capital institutions. As a global merchant bank, WorldVest has set a new standard, emerging as a partner and solution provider where one did not exist before.
WorldVest's corporate finance services include: leveraged/management buyouts, growth financings, corporate recapitalizations, debt & equity private placements, mergers & acquisitions, and asset-based lending facilities. WorldVest maintains a broad network of relationships across the capital markets with thousands of equity capital, venture capital, leveraged buyout and commercial lending institutions as well as a nationwide network of retail investors allowing WorldVest the flexibility to effectively finance a wide variety of transactions, often through multiple capital sources simultaneously. Over its 18 year history, this group completed over $2 billion worth of transactions across approximately 40 industries and has demonstrated an ability to provide innovative solutions to complex capital issues.
Within the Global Banking & Advisory division, WorldVest engages in venture banking transactions where it acts as a strategic partner for select companies seeking early-stage, venture or other types of non-traditional financing. In doing so, WorldVest offers these companies access to investment capital syndication along with a suite of venture services including public offerings, reverse mergers, investor & public relations, and management consulting. Management has substantial experience and a proven track record acting as a solution provider in transactions of this type.
WorldVest provides its clients with specialized corporate advisory services focusing on strategic, operational, financial and capital needs unique to their businesses. The services provided include assisting with the corporate structure of the organization, performing detailed due diligence on clients as well as their potential acquisition targets and advising each client on the most effective capital structures. The Company works with its clients through each stage of the capital raising process and seeks to provide comprehensive solutions aimed at addressing a broad range of business challenges arising through each stage of a company's development.
