Corporate Finance and Transaction Advisory Services

We have the knowledge and expertise to assist you with complex financial transactions. Our areas of expertise include pricing diagnostics, due diligence reviews, and transaction structuring (from both a risk-management and tax-efficiency point of view). As with all of our services, our goal is to help you balance the objectives of maximizing opportunities and minimizing risk. We work with clients with various levels of in-house experience and expertise. We customize each engagement plan with our clients to ensure that all bases are covered without inefficiently duplicating processes that are already covered. We have expertise in the following three areas.

Divestiture Services

Whether you are exiting an entire business or selling a division to re-deploy your capital in more productive areas of your business, we help you maximize the realization of your hard work. Beginning with an independent assessment of enterprise value, our expertise provides a complete transaction solution. Working with your legal counsel and other professional advisors, we assist with positioning the business for sale, finding buyers, and negotiating key financial aspects of the deal.

Mergers & Acquisition Services

Growing through strategic acquisitions can fast-track an organization to success. Doing so takes a very careful consideration of risks because failed acquisitions can be a cause of financial distress and a distraction to core business opportunities. We bring objectivity and logic to the process and protect business owners from making acquisitions that do not fit with their main strategic plan. Ensuring that the price paid is as low as possible is only part of our roll. To confirm that the acquisition target meets the established criteria, we perform rigorous financial due diligence and work with your other professional advisors on the entire due-diligence plan. The transition plan is of vital importance. It must be ready for implementation immediately after the deal is closed. Without a proper transition plan and a team ready for its implementation, even the best acquisition opportunities can fail to live up to expectations.

Corporate Finance

Significant business change requires capital and we have a proven track record in assisting clients to acquire that capital. An idea or plan remains a concept without the necessary capital to support your initiative. We provide an objective review of the present financing strategy, prepare financial models and information packages and represent our clients when dealing with debt and equity capital markets. We have extensive experience working with key employees who need assistance during a management buy-out or re-capitalization process.

Please contact:
Michael Carnegie at 905-645-5576
Michael Thompson at 905-645-5552

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