New practice led by veteran executive John Whalen expands firm’s financing capabilities alongside established M&A and Special Situations services
SC&H Capital, the investment banking arm of SC&H, has launched its Capital Solutions practice, creating a comprehensive suite of middle-market and mid-corporate investment banking services. The new practice positions SC&H Capital to structure and deliver capital at every stage of a company’s lifecycle, while also addressing critical needs ranging from growth capital and acquisition financing to shareholder liquidity and complex restructuring situations.
The Capital Solutions practice significantly expands access to sophisticated financing solutions for founder-owned, sponsor-backed, and public companies navigating today’s complex capital landscape. Led by Managing Director John Whalen and Principal Ryan Weir, the practice brings proven expertise in structuring creative solutions across the full capital spectrum, from secured bank debt to structured equity, consistently delivering capital alternatives that companies struggle to access independently.
Whalen founded and led M&T Bank Corporation’s investment banking and capital markets operations for three decades before most recently building the capital advisory group at Matrix Capital Markets. Weir spent nearly 20 years structuring complex debt transactions, working alongside Whalen at M&T Bank and Matrix. Together, they have executed more than $250 billion in transactions.
“This represents a major milestone that completes our vision of full-service middle-market investment banking,” said Ken Mann, Managing Director at SC&H Capital. “Companies today need advisors who can handle M&A, navigate distress, and structure creative capital solutions. Having all three capabilities creates exceptional value for our clients and referral partners.”
The practice bridges critical gaps that many operating companies face in accessing institutional capital, and by sitting on the client side of the negotiating table, focuses exclusively on market advocacy for, and the best interests of, their clients. Capital Solutions runs disciplined processes by leveraging its extensive relationships with traditional banks, non-bank private credit lenders, insurance companies, family offices, and private equity funds to drive the most client-friendly, competitive terms available.
Whalen and Weir join existing SC&H Capital professionals, Rick Zytkowicz, who focuses on distressed financings, and Brady Richardson, who specializes in debt capital markets and offers deep expertise in healthcare finance. This senior team creates comprehensive capabilities for both healthy and distressed companies across multiple industries.
“SC&H is building something powerful. We can truly advocate for our clients with no agenda other than achieving the right structure, terms, and price with capital providers that are aligned with the client’s culture and vision,” said Whalen. “This is particularly valuable when accessing institutional capital for the first time, where senior-level guidance and high-touch service throughout the entire process makes all the difference.”
The launch supports SC&H’s national expansion strategy and growing presence in key markets, industry sectors, and situations while ensuring clients work directly with experienced professionals.
About SC&H Capital
SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, capital raises, financial restructurings, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including healthcare, consumer, manufacturing, technology, government contracting, and business services. The firm is recognized for delivering relevant market insights and tailored solutions to help businesses achieve their stated objectives and build true strategic value. To learn more, visit www.schcapital.com.
