Business Finance & Advisory

Business Finance

With our decades of experience in the business and the markets, our team have established long-standing relationships with a number of non-institutional financing parties. This, combined with our access to pools of capital, allows us to undertake a process-driven approach for targeting financing sources. We know the importance of thoroughly understanding a clients’ investment needs, as a result, we effectively target those people and solutions that suit the particular characteristics of our clients in terms of industry, size, stage, and other key metrics.

As an independent party, with some or all of our extended team we are engaged to develop a comprehensive evaluation of the company’s situation, analysis of needs, and financing strategy and plan. Our hands-on approach enables our clients to continually run their businesses and meet their projections, which is a critical factor in successfully attracting financing sources.

Funding Criteria

With access to liquid pools of assets we are able to provide term-debt related capital to early and mid-market companies unable to meet traditional financing requirements. We are able to customize capital solutions for growth and short-term needs. We put an emphasis on companies that can provide some type of tangible security in the form of assets, cash flow, inventory or real estate.

Typical Investment Criteria:

• Loans range from $50,000 to $5 million.
• Interest rates are based on the risk associated with the transaction while interest payments are made monthly.
• Term of the loans are 6 months to 2 years.
• Companies must be located within Canada and operating in Manufacturing, Distribution, Retail Products and Services, IOT and Real Estate.

Sectors of Interest

• Agriculture & Energy
• Computer & Technology
• Environmental
• Life Sciences
• Green Technology
• Medical
• Manufacturing
• Consumer Retail

Advisory Services

Our team works alongside business stakeholders to deliver transaction, financing and restructuring services. We advise on options to help a business grow, develop and, when they need to, make a change of direction to increase their efficiency.

We provide a valuable service to businesses at every stage of their life cycle. Whether it be raising funds, acquiring, merging, restructuring or ultimately selling, our many years of experience and expertise in transactional work enables us to meet all the challenges of a business’s corporate advisory requirements.

Within our Corporate Advisory Services, our team including designated, specialist partners, directors, and managers have considerable experience and a reputation for dealing with a wide variety of corporate restructuring issues. We support businesses through operational turnaround and financial restructuring and, where necessary, the constructive use of formal insolvency procedures.

Areas of Advisory

• Insolvency Solutions
• Corporate Restructuring
• Mergers & Acquisitions
• ​IPO’s, RTO’s, CPC’s
• Disposals and Exit Planning
• Selling a Business
• Due Diligence
• Valuations
• Financial Modeling
• Capital Raising
• Succession Planning
• Utilization of Strategic Financial Product