Advisory

Advisory for every stage of a transaction.

Whether you are preparing to sell, building through acquisition or financing the next stage of growth, we bring the same discipline: rigorous preparation, genuine competition among buyers and a partner’s attention to every term.

Sell-Side Advisory

Exclusive, partner-led representation for owners pursuing a sale, recapitalization or strategic partnership. We run a competitive process with the discipline of a global investment bank and the discretion of a private one.

Valuation, readiness and positioning before any buyer is contacted
An equity story built around what each type of buyer pays for
Curated outreach to strategic and financial buyers in Canada, the United States and abroad
Negotiation of price, working capital, escrow, earn-outs and rollover through closing

Buy-Side Advisory

Proprietary acquisition programs for corporations, family offices and financial sponsors seeking control of founder- and family-owned companies, many of which are never formally offered for sale.

Acquisition thesis, target criteria and market mapping
Direct, confidential approaches to owners not otherwise for sale
Valuation, synergy assessment and offer strategy
Diligence leadership and coordination of legal counsel through closing

III

Business Valuation

Independent, defensible valuations prepared to the standard of an institutional buyer, for owners planning a transaction, a financing, a shareholder buyout or an estate transition.

Enterprise and equity value grounded in current transactions
Quality-of-earnings review and normalization of owner adjustments
Working capital and net debt analysis of the kind buyers will test
Shareholder, succession and estate planning support

Capital Strategy & Introductions

Access to institutional and private capital, structured to fund growth, acquisitions or partial liquidity without surrendering control on unfavourable terms.

Capital structure review and optimization
Senior, unitranche and mezzanine debt financing
Introductions to lenders, family offices and private equity
Term sheet negotiation and lender coordination

Sectors

Where we advise most often.

I Healthcare services

II Technology-enabled services

III Business & professional services

IV Industrials & manufacturing

V Consumer & distribution

VI Construction & building services