Business Sale and Debt Advisory
What we do
1) Debt advisory services. We provide debt advisory services to business owners looking for growth capital, debt refinancing, and restructuring solutions.
2) Assist in buying or selling a business. We provide “buy & sell-side” advisory to business owners on selling or transitioning their businesses. We work to find strategic or financial buyers and also assist in management buyouts or family transitions.
Are you growing or selling your business?
request more informationHow we can partner with you
We understand the needs of business owners, entrepreneurs, partnerships, and executives as they look to grow their business through accessing debt capital, buying a business, or the eventual sale of their business.
Our advisory team has over 25 years of experience working with mid-cap business owners to strategically grow or sell their businesses.
Request more information
We are always happy to have a conversation. Connect with us by phone, email, or by filling out the form. We will get back to you as soon as possible.
Case studies
Aureus Energy Debt Advisory
- Provides water handling & ESG solutions for the oil & gas sector in Canada and United States.
- Worked with management on a capital program for 2022 growth.
- Management executed on successful debt structure, unlocking additional 2022+ growth.
- Debt solution provided $7 million more capital versus the current solution.
Chemfax Business Sale
- 30 Year family-owned business that is a manufacturer and supplier of over 200 branded chemical products sold across Canada.
- Ran an in-depth competitive process with offers received from both strategic buyers and private equity players in North America.
- 7-Month process from start to finish.
Our experience
Big Marble Farms
35 Acre Greenhouse Advisor 2019
Sunshine Greenhouse
17 Acre Greenhouse Advisor 2019
Darvonda Nurseries
25 Acre Greenhouse Advisor 2019 - 2020
Manor Village Life Centres
2019
Sunshine Greenhouse
10 Acre Greenhouse Expansion 2020
Cucumber Man
Retail brand / Marketer advisor 2019
Glow Gardens
Canada’s largest holiday Ag-tourism event - 4 Advisory Mandates 2018 - 2020
Tamarack Valley
Corporate Acquisition Financial Advisor - $50 MM
Tamarack Valley
Asset Acquisition Strategic Advisor - $168 MM
NuLoch Resources
Corporate Sale Financial Advisor $342MM
Report: Headwinds and Tailwinds
A summary of opportunities and challenges facing Canadian businesses today. Over the last couple of years, we have seen the value proposition to customers, approach to the market, employment needs, distribution, and complexities related to inflation change the direction of businesses, unlike any other recent time.
Download the Headwinds & Tailwinds report
As businesses navigate opportunities and threats, “Headwinds & Tailwinds” aims to help decision-makers with the following questions:
- What are some key capital and operational challenges business owners need to be aware of what to watch for?
- If you are considering selling your business what are key inputs on market conditions, timing and best positioning?
- What is my businesses ability to access capital to grow or recapitalize, and what is the best path forward?
Key M&A contacts
James Heaps
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- Executive Vice President
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- Consulting & Advisory
- Strategic Business Advisory
