Capital.
Governance.
Infrastructure. Mergers & Acquisitions.
Our
Principles.
Stewardship
We approach every engagement as long term stewards of our clients' financial ecosystem. Every recommendation is measured by its ability to create enduring enterprise value.
Discipline
Exceptional outcomes are built through rigorous analysis, structured execution and uncompromising attention to detail. We believe consistency outperforms complexity.
Partnership
Our success is measured by the long term success of our clients. We build relationships founded on trust, alignment and shared ambition rather than transactions.
Excellence
We pursue institutional standards in every engagement. Precision, accountability and continuous improvement define how we operate.
WHO WE ARE
We help organizations
build stronger businesses
through capital and financial infrastructure.
EXPERIENCES, INNOVATION & SPORTS.
We focus deliberately.
These sectors increasingly converge. Technology powers experiences. Financial infrastructure supports every transaction. Sports become media and hospitality platforms. Venues become destinations. Capital connects the entire ecosystem. We brings these disciplines together.
WHAT WE DO
Capital Advisory & Financial Consulting
Capital strategy, financial modeling, capitalization planning, debt alternatives, transaction architecture, institutional preparation and strategic financial relationships.
Mergers & Acquisitions
Strategic advisory for acquisitions, divestitures and business combinations, including transaction strategy, target and buyer identification, valuation analysis, deal structuring, negotiation and transaction coordination.
Financial Infrastructure & Governance
Analysis, structuring and governance of the financial ecosystem supporting an enterprise, including banking, payments, treasury, debt, asset finance, insurance, foreign exchange and other financial services.
Private Investment Fund Advisory
Strategic and commercial consulting around private investment vehicle formation, economic architecture, governance, institutional infrastructure and service provider coordination, working with the appropriate legal, tax, administrative, investment and regulated professionals.
OUR PHILOSOPHY
Exceptional businesses rarely lack service providers. They lack coordination.
SWAN operates on a simple principle:
Capital, financial infrastructure and governance should operate as one coordinated system.
We work selectively, concentrating our resources where our financial expertise, sector knowledge and institutional relationships can create meaningful long term value.
Institutional thinking. Practical execution.
FINANCIAL ARCHITECTURE FOR COMPLEX ENTERPRISES.
We are a global financial advisory and governance firm working with companies, owners, sponsors and investment groups on complex financial and strategic mandates.
We advise on capital strategy, financial structuring, financial infrastructure, institutional readiness and governance, including the commercial and financial architecture surrounding private investment vehicles. Where a mandate involves regulated activities, we work alongside appropriately authorized financial institutions and professional advisers.
Our work is concentrated across three interconnected sectors:
OUR FIRM
Jake Roberts
Partner Strategic Partners & Ventures
David Glanstein
Partner Legal & Regulatory Affairs
Eliza Cosme
Strategic Advisory Associate
Khalid Chapra
Partner Finance & Investments
Rogelio Del Castillo
Managing Partner Founder