Client Solutions
The following are a representative sampling of mandates undertaken by our team.
Service Company
Management Buyout & Financing
Advised management of an Ontario based international services company on the buyout of its shareholder group. Sourced the acquisition financing and asset based working capital line of credit.
Boutique Hotel
Financial Advisory & Capital Sourcing
Provided financial advisory services and sourced $1.5 million mortgage financing for a boutique hotel in Ontario.
Transportation Company
Acquisition Finance
Advised purchaser on the acquisition of an Ontario based transportation company and sourced acquisition funding from a US based private equity firm and a Canadian asset lender. Arranged working capital financing from a US based specialty lender.
Real Estate Investment Trust
M&A Advisory
Advised on the friendly bid for 100% of the outstanding units of a publicly traded real estate investment trust.
Manufacturer and Distributor of Extruded Aluminum Products
Financial Advisory & Capital Sourcing
Advised client on financing strategy and arranged new equity financing from a private source. This enabled the client to improve the efficiency and profitability of its operations
Biotechnology Company
Advisory Services
Provided IPO advisory services to an Ontario-based biotechnology company
Golf Resort & Winery
Financial Advisory
Provided finacial advisory and capital sourcing services to the developer of a proposed $44 million Ontario golf resort and winery.
Biotechnology Company
Corporate Advisory Services
Provided negotiation and advisory services to an Ontario-based biotechnology company for the negotiation and closing of an international licensing agreement.
Service Company
M&A Advisory
Conducted an international corporate auction process for the sale of an Ontario-based service company. Maximized selling price and deal structure with several bidders involved in the process. Ultimately negotiated the sale to a publicly traded company based in the UK.
Automobile Dealership
Financial Advisory & Debt Arranging
Sourced mortgage financing to restructure term debt. Advised client on restructuring term debt to lengthen term and obtain more favorable financial covenants. New mortgage financing was obtained on very favorable terms.
Wireless Technology Company
Advisory Services
Provided management, financing and intellectual property advisory services to an Ontario-based wireless technology company.
Service Company
Capital Sourcing
Arranged a $5 million asset based lending facility for an Ontario based service company. The funding faciliated a new service offering for its clients.
Precision Manufacturing Company
M&A Advisory
Conducted an international corporate auction process for the sale of a highly profitable precision manufacturing company. Also provided valuation and due diligence support services for the transaction.
Manufacturer and Distributor of Water Purification Systems and Equipment
Financial Advisory & Capital Sourcing
Arranged new credit facilities from a major chartered bank. Advised and assisted client in negotiating expanded operating and term credit facilities that enabled the client to proceed with its growth strategy. Significant improvements in deal structure, covenants and fees were realized.