Client Solutions
The following are a representative sampling of mandates undertaken by our team.
Resin Manufacturing Plant
Project Finance Advisory & Arranger of Finance
Provided project finance advisory services, including financial modelling, and financing services for a $90 million project located in Southern Ontario.
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.
Extruded Aluminum Products
Financial Advisory & Capital Sourcing
Advised a manufacturer and distributor of extruded aluminum products on financing strategy and arranged new private equity funding. This enabled the client to improve the efficiency and profitability of its operations.
Scientific Equipment Distributor
Advisory & Capital Sourcing
Advised and arranged $4 million financing for a leading national distributor and solution provider of scientific equipment.
Leading edge Impeller Technology
Advisory Services
Providing strategic and financial advisory services to an entrepreneur with "game changing" IP relating to mixing technologies applicable to a broad cross section of industry sectors.
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.
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.
Real Estate Services Company
Financial Advisory
Provided financial advisory services to a Canadian company that is an exclusive provider of real estate services to the global leader of warehouse chains.
Investment Fund
Opinion of Value Services
Provided valuation services relating to a proposed investment in a TSC Venture Exchange listed Canadian bio-technology company.
International Investment Bank
Advised on Wind Opportunities in Canada
Researched and produced a report on the investment opportunities relating to renewable wind energy in Canada for a US based investment bank.
Public Technology Company
Financial Advisory Services
Advised a Toronto Stock Exchange listed company on financing strategies.
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.
Water Purification Systems and Equipment
Financial Advisory & Capital Sourcing
Advised and assisted a manufacturer and distributor of water purification systems in arranging new credit facilities with a major bank. The expanded operating and term credit facilities enabled the client to proceed with its growth strategy and provided significant improvements in flexibility, covenants and cost.