WE ARE OUR CLIENTS’ SUCCESSES

M&A Advisory

Providing buy-side advisory services to a Paris-based technology firm on the acquisition of a mobile gaming company based in the Middle East.

Paris
Ongoing

M&A Advisory

Providing buy-side advisory services to a Swiss financial firm on the acquisition of a brokerage based in the Middle East

Geneva
Ongoing

Strategic Advisory and M&A

Advising the owner of a healthcare technology company on his strategic alternatives, business capitalization, and divestiture options

Toronto
Ongoing


Corporate Finance

Co-advised on the company's US $1 milllion plus US $1 million option with financing provided by Grenville Strategic Royalty

Toronto
2015

Corporate Finance

Advised on the company's US $1.1mil financing provided by Grenville Strategic Royalty

Toronto
2015

Corporate Finance

Co-advised on the company’s US$1.75 million plus US$1.25 million option with financing provided by Grenville Strategic Royalty

Toronto
2015


Strategic Advisory & Valuation

Developed a value assessment for the owner of a niche software reseller and service provider

Toronto
2015

M&A Advisory

Advised the owner of this safety supplies company on its sale to a private buyer

Mississauga
2015

Strategic Advisory

Conducted a strategic business review of the operating model for the Dean of the faculty of business of a leading college

Toronto
2015


M&A Advisory

Provided sell-side advisory services to the majority shareholder of a private translation services firm entertaining a buyout proposal

Toronto
2015

Strategic Advisory and Valuation Developed

Developed strategic alternatives and a valuation for the owners of an aerospace machining operation

Toronto
2014

M&A Advisory

Advised the owners of this FCA-regulated brokerage on its sale to ADS Securities

London
2013


Strategic advisory and due diligence

Conducted due diligence on an acquisition target

Abu Dhabi
2012-2013

M&A Advisory

Advised this professional services firm focused on SAP and Oracle analytics projects on various M&A initiatives

Toronto
2013, 2011 and 2007

Strategic Advisory

Advised on the Legal and Regulatory Framework for the Creation of Abu Dhabi Global Markets

Abu Dhabi
2012


Strategic Advisory

Advised on the Business and Marketing Plan for the Company's Packaging Plant in Brighton, Ontario

Toronto
2012

Strategic Advisory and Valuation

Developed a Value Assessment and Strategic Alternatives for the Controlling Shareholder of a Private Education Facility

Toronto
2011

Strategic Advisory

Advised on the Company's Growth and Financial Plans

Toronto
2011


Strategic Advisory

Advised on the Development and Establishment of ADS Securities, and Implemented the Plan

Abu Dhabi
2010

Restructuring And Corporate Finance

Assisted the Global Electronic FX Brokerage with Strategic and Financial Restructuring. Negotiated with Key Stakeholders, Including the Regulator, Central Bank of Ireland

Dublin
2009-2010

Strategic Advisory

Advised a Prominent Interior Design Firm on its Growth Plan, Financial Reporting and Business Systems

Toronto
2009-2010


Strategic Advisory

Assessed Strategic Financial Alternatives for a Video Surveillance Technology Firm

MENA Region
2009

M&A Advisory

Advised the Owners on the Partial Sale and Capitalization of the business by MCI The Doctors Office

Toronto
2009

International Expansion Plan

Advised on this Canadian Company's Expansion into the Gulf Cooperation Council Region

GCC
2009


Stategic Advisory and Corporate Finance

Helped this Environmental Technology and Services Company Build its Stategic Growth Plan and Financing Plan

Ontario
2008–2009

Strategic Advisory

Provided this Growing Proprietary Chemical Manufacturer and Supplier with Strategic Advisory Services Concerning its Growth Plan and Financing Options

Quebec City
2008

Strategic Advisory, Valuation and Sell-Side Advisory

Prepared Strategic Alternatives and Valuation for this Proprietary Ceramic Coating Company, and Advised on its Sale to a Private Financial Group

Guelph
2008


M&A Advisory

Advised on the Acquisition of Synergy Graphix, a New York Based Professional Services Firm

Toronto and New York
2008

Strategic Advisory and Restructuring

Worked with the Owner to Create a Growth Plan and Operational Plan that Supported her Business Vision and Sustainability Objectives

Toronto
2007–2008

Strategic Advisory and Valuation

Prepared an Assessment of the Valuation and Financial Alternatives for the Board of Directors of this HR Staffing and Services Firm

Mississauga
2007


Corporate Finance

Provided Corporate Finance Support to Quest Partners SA in the Financing of a Major Real Estate Transaction

Geneva
2007

Strategic Advisory and Valuation

Performed a Strategic Alternatives Assessment and Valuation of this Growing Canadian Healthcare Technology Service Provider

Toronto
2007

Strategic Advisory

Developed and Implemented an Expansion Plan for this Novel Retail Bakery Cafe Concept

Los Angeles
2006


Technical Modeling

Provided Financial Modeling Assistance to Enable a Complex Loyalty Program Matching Engine

Toronto
2006

Corporate Finance

Raised Capital as Part of a a £2 Million Private Round of Financing

London
2006