Backing the Bold.
Advising The Future.
Advising Bold Founders
Building the Future
We’re a capital raising advisory firm specializing in early-stage companies across fintech, health tech, emerging technologies, and other sectors. We partner with visionary founders who are reshaping industries and building the infrastructure of tomorrow.
With deep operational expertise and a global investor network, we provide more than access to capital — we offer strategic guidance, fundraising support, and the tools to accelerate growth. From pre-seed to Series E or later, we help founders navigate the fundraising journey, close rounds faster, and build enduring companies.
Where We Advise
We back transformative companies operating at the crossroads of technology, infrastructure, and real-world impact.
Fintech
AI & Machine Learning
Climate & Sustainability
Healthtech
Energy
SaaS & Enterprise
Comprehensive Financial & Strategic Advisory Services
Mergers & Acquisitions
At Drexel Morgan, we guide clients through the complexities of mergers, acquisitions, divestitures, and strategic partnerships. Our team works closely with business owners and management teams to maximize long-term value while preserving strategic alignment.
Leveraging our global network of corporate acquirers, private equity firms, family offices, and cross-border investors, we deliver both market intelligence and hands-on execution support. Whether representing a sell-side mandate, sourcing acquisition targets, or negotiating joint ventures, we tailor each engagement to ensure seamless execution, optimal terms, and enduring shareholder value.
Family Office & Private Wealth Advisory
We serve as trusted advisors to family offices, high-net-worth individuals, and multi-generational wealth holders seeking strategic investment opportunities and portfolio optimization. Our services include deal sourcing, investment due diligence, portfolio company support, liquidity planning, and succession advisory.
We understand the unique priorities of family capital—balancing financial returns with legacy preservation, impact considerations, and multi-generational wealth transfer. Our approach combines institutional-grade investment banking capabilities with the personalized service and discretion that family offices require.
Strategic Advisory
We provide comprehensive strategic advisory services to help companies navigate critical inflection points. From evaluating growth opportunities and assessing market positioning to advising on corporate restructuring and succession planning, our team delivers actionable insights backed by decades of experience.
We work as trusted partners to CEOs, boards, and ownership groups, helping them make informed decisions that drive sustainable value creation. Our advisory services include business valuations, fairness opinions, capital structure optimization, and strategic alternatives analysis.
Cross-Border Transactions
In today's global economy, cross-border opportunities represent significant value creation potential. Our team has deep expertise facilitating international transactions across North America, Latin America, Europe, and Asia. We connect enterprises with strategic and financial partners across borders, navigating regulatory complexities, currency considerations, and cultural nuances.
From helping international buyers enter new markets to assisting domestic companies with overseas expansion through acquisitions or partnerships, we deliver sophisticated execution capabilities supported by local market intelligence.
Debt Financing
Beyond traditional capital raises, we structure specialized financing solutions tailored to unique business needs. This includes mezzanine financing, bridge loans, convertible debt, royalty financing, and structured equity. We work with alternative lenders, credit funds, and specialty finance providers to deliver creative capital solutions for companies facing complex situations.
Whether it's rapid growth requiring flexible capital, acquisition financing, recapitalizations, or balance sheet optimization, our expertise ensures clients access the right type of capital with terms that support their strategic objectives.
Recapitalizations & Restructuring
At Drexel Morgan, we advise companies and ownership groups through complex recapitalizations, balance sheet restructurings, and corporate reorganizations. Whether navigating growth challenges, ownership transitions, debt refinancing, or operational pivots, our team structures solutions that realign capital with strategic objectives.
We work with management teams, boards, and stakeholders to evaluate alternatives, negotiate with existing capital providers, and introduce new financial partners when needed. Our approach combines financial engineering expertise with practical operational insight, delivering restructuring solutions that preserve enterprise value, maintain business continuity, and position companies for renewed growth.
Why Choose Drexel Morgan?
Choose Drexel Morgan for trusted advisory, deep market insight, and proven results delivering tailored strategies that drive growth, value, and investor confidence.
Rapid Market Launch
Unmatched Speed to Market While traditional investment banks take months to initiate campaigns, we launch marketing efforts within one week. In fundraising, timing is everything—delayed launches kill deals and momentum.
Global Partnership Network
Global Partnerships Unlike regional boutiques, we maintain active networks across major financial hubs including London, Paris, Houston, New York, Dubai, Singapore, and Hong Kong.
Innovative Capital Approach
Through our innovative approach to capital raising and investor relations, we deliver industry-leading results.
Extensive Global
Network of Active Investors
Venture Capital
Venture Capital
VC firms specialize in early-stage, high-growth potential companies with scalable business models. They typically invest $500K-$50M across seed through Series C rounds, seeking companies that can achieve 10x+ returns. VCs provide strategic guidance, board participation, and follow-on funding through multiple growth stages, focusing on market disruption and rapid scaling opportunities.
Private Equity
Private Equity
Early-stage PE firms target companies with proven traction and clear paths to profitability. They invest $5M–$25M in Series B and C rounds, bringing operational expertise and strategic resources. These firms focus on businesses with strong unit economics, experienced management teams, and opportunities for accelerated growth through capital injection and operational improvements.
Family Offices
Family Offices
Ultra-high-net-worth family offices increasingly allocate capital to early-stage opportunities, seeking direct access to high-potential startups. They typically invest $250K–$5M per deal, offering patient capital with longer hold periods and strategic networks. Family offices value innovative technologies and business models that align with their investment theses and legacy objectives.
Individual Investors
Individual Investors
High-net-worth individuals and angel investors provide crucial early-stage funding, typically investing $25K–$1M in seed and pre-Series A rounds. These investors often bring industry expertise, advisory support, and valuable relationships. They add mentorship to developing founding teams, innovative solutions to large market problems, and opportunities to add strategic value beyond capital.
Connecting You to Global Growth Opportunities
Our network links clients with leading investors, corporations, and advisors worldwide — creating partnerships that drive growth, innovation, and lasting value.
Empowering Businesses
To Achieve More
We guide clients through strategic decisions, capital raises, and growth initiatives, providing expert advice and execution for lasting business success.
Investor-Ready Pitch Deck
Data Room Preparation
Targeted Investor List
Warm Investor Outreach
Meeting Coordination & Follow-Up
Narrative Strategy & Coaching
precision.
Frequently Asked Questions
We support companies across all stages of growth — from pre-seed fundraising to late-stage rounds.
Unlike most advisors who rely on a narrow investor network, we operate globally — with access to hundreds of capital partners across both traditional and non-traditional sources, including family offices, private equity firms, and hedge funds.
Not at all. While referrals are always welcome, we read every cold pitch — just make it clear, concise, and founder-forward.
We work across every major sector and can support businesses in any industry. While we have deep experience in fintech, healthtech, climate & energy, SaaS, and AI, we're excited to engage wherever we can bring strategic value.
We move quickly. If there’s strong alignment, we aim to complete our engagement in under three months.
Expanding Reach Across Global Markets
We operate across major financial hubs, connecting clients with investors and partners worldwide to maximize growth, visibility, and business opportunities.
Have a bold idea?
Let's build the future together.
Join thousands of innovative companies and forward-thinking founders who trust us to accelerate growth, attract investors, and achieve global success faster than ever.
