What we do
Four mandates, one standard of care
We work with owners across all industries, but have extensive experience in the sectors that define our region — manufacturing, automotive supply, construction, food & beverage, and transportation.
Sell-Side M&A
When you're ready to sell, we run the process. You stay focused on the business.
We run the full process of selling your business — valuation, positioning, finding the right buyer, and negotiating a deal that reflects what you've built.
Valuation & Preparation
Assess what your business is actually worth, identify what to address before going to market, and position the business for the strongest possible outcome.
Marketing Materials
Anonymous teaser, full Confidential Information Memorandum, and management presentation — built to attract the right buyers without exposing the wrong information.
Buyer Identification & Outreach
Strategic and financial buyer lists, qualified introductions under appropriate confidentiality protections, and information flow managed throughout the process.
Process Management
Solicit and evaluate letters of intent, advise on deal structure and negotiation, and coordinate with your legal and accounting team through diligence and closing.
Buy-Side M&A
When you're ready to grow by acquisition, we run a disciplined search and a deal that works in your favour.
We help owners and investors grow through acquisition — defining what a good target looks like, sourcing on- and off-market opportunities, and managing valuation, diligence, and negotiation through to close.
Acquisition Strategy
Define what a good acquisition looks like for you — size, sector, geography, and the strategic fit that justifies the deal.
Target Sourcing & Screening
Build and work a pipeline of on- and off-market targets, with confidential outreach to owners who may not be actively for sale.
Valuation & Diligence
Assess what a target is really worth, structure the offer, and coordinate financial, operational, and legal diligence.
Negotiation & Close
Advise on structure and terms, help arrange acquisition financing, and manage the process through to a funded close.
Debt & Capital
The right capital, from the right lender, on the right terms.
When your current financing isn't working — bank pressure, a covenant issue, or simply the wrong structure for where you are — we help you find the right capital from the right lender.
Refinancing & Restructuring
Reset facilities that no longer fit the business — improving terms, easing covenants, and restoring room to operate.
Growth & Acquisition Capital
Source and structure the financing behind expansion, equipment, real estate, or an acquisition.
Lender Identification
We know this lending market from the inside. We match you to lenders who understand your sector and your stage.
Term Sheet to Close
Negotiate terms, coordinate diligence, and manage the process through to a signed, funded facility.
Strategic Advisory
Build a business that's ready to sell — before you're ready to sell it.
For owners who aren't ready to sell yet but want to get there. We help identify what drives value, what's holding it back, and what needs to change before you go to market.
Value Driver Analysis
Understand what a buyer or lender rewards — and where the business is leaving value on the table.
Exit Readiness
A clear-eyed assessment of what stands between today's business and a clean, well-priced transaction.
Capital Structure Review
Position the balance sheet and financing so the business is ready to move when the moment comes.
Ongoing Counsel
A trusted advisor in the room as you make the decisions that define the eventual outcome.
Our engagement
Incentives aligned with yours
Our compensation is tied to your outcome. Terms are tailored to each engagement and discussed privately.