Our Approach is Our Difference
A wise client once said “while they are making financial decisions we are trying to make life decisions.” Never truer words were spoken. We understand that for most of our client’s, their business is also a personal life interest. We take a holistic approach to our advice and work to find the best solutions for our clients.
We hold ourselves to the highest standards of professionalism, acting with competence, integrity, and respect.
We believe good deals work for all parties. We constantly seek to find solutions that fit our client’s unique needs. In a world where reputation is critical, we maintain the highest standards of professionalism. We have earned a number of professional designations, including Chartered Business Valuation (CBV), Chartered Financial Analyst (CFA), Institute Certified Director (ICD.D.), and Chartered Accountant (CA).
Our clients place their trust in us as we commit to embracing honesty and integrity as the backbone to our success.
Our mission is to provide our clients with objective, professional, personalized service.
Our Successes
Our client’s success is our success. By taking innovative positive approaches and committing to client goals, we have been able to help our clients to achieve exceptional results.
Delivered Results
Our team members have completed over $9 billion of M & A, capital raising and advisory transactions. We are happy to talk to you about our brilliant successes and also where we’ve learned valuable lessons.
Innovative Solutions
Every transaction is different, and as such we work to provide highly customized solutions to suit every potential scenario. Here are some of the ways that we have ultimately enabled clients to find optimal solutions.
Re-positioned company from a dying industry to the gate keeper for new technology, ultimately resulting in a purchase by a shell public company
Entered into a long-term purchase contract with a major oil and gas service company, which was used to demonstrate the client’s value to the buyer, resulting in a significantly higher purchase price
Structured transaction for shareholders exiting Canada in a tax efficient manner which allowed their management team and a new private equity firm to acquire the business
Negotiated a commercially complex joint venture which resulted in significant profitability and transfer of technology knowledge to client
Re-negotiated LOI to reflect client’s rapid growth, creating an agreement which met both clients and purchasers’ goals
Increased total consideration on transaction understanding that the purchaser’s board limited price to 3x EBITDA. Implementing a unique consulting agreement and redefined working capital increased overall consideration
We are not the decision makers but committed guides through what is often a complex and unknown process. Our goal is to educate our clients and empower them to maximize value.