Boutique Investment & Business Advisory
Personalized and curated investment & business advisory services for investors and businesses.
BUSINESS SALE, M&A, CORPORATE DEVELOPMENT
Mergers, acquisitions, divestitures, corporate strategy, strategic planning, and capital allocation.
capital markets & FINANCING
Recapitalization, public listing options, equity/debt financing, investor relations, investor targeting, positioning, and presentation materials.
CAPITAL RAISING & INTRODUCTION
Capital raising and introduction to capital for investment funds.
INVESTMENT & ACQUISITION INTRODUCTION
Curated investment/acquisition opportunity search.
VALUATION, ANALYSIS, RESEARCH
Business/project/asset valuations, investment analysis, and research.
STRATEGIC INVESTMENT & DIVESTMENT REVIEW
Rigorous, unbiased analysis of proposed investments/divestments, identifying risks and potential pitfalls.
Previous Engagements
KV CAPITAL | REAL ESTATE | BUSINESS DEVELOPMENT + CAPITAL RAISING
HAULL-ALL EQUIPMENT SYSTEMS | INDUSTRIAL | M&A
FORT CAPITAL | INVESTMENT BANKING | DEBT & EQUITY FINANCING + M&A
FRANVEST CAPITAL / ORANGETHEORY FITNESS CANADA | HEALTH & FITNESS | EXECUTIVE + DEBT & EQUITY FINANCING + M&A
Let's Chat.
We know that finding the right advisor is a choice not to be taken lightly. That’s why we offer free consultations to walk through your needs, the scope of your goals, and your budget.