We deliver best-in-class financing solutions tailored to address your funding needs. By taking full responsibility for securing the right capital, we enable you to focus on operating your business.

What We Do

  • Working Capital & Growth Financing

    We help unlock our client's business potential by providing custom-fit working capital and growth financing solutions, such as lines of credit or factoring.

  • Mergers & Acquisition (“M&A”) Financing

    We offer comprehensive buy-side advisory services for acquisitions, including capital raising, offer structuring, financial modeling, and transaction support through to closing.

  • Asset Based Financing

    We offer equipment and asset-based financing through a range of flexible options designed to align with our client's specific business needs.

  • Refinancing & Restructuring

    We help refinance debt or implement a restructuring strategy to optimize our client's capital structure, improve financial flexibility, and restore profitability.

How it Works

We apply our expertise and draw on a broad network of capital providers to run a competitive debt solicitation process creating competitive tension among lenders to secure the most favorable terms for our clients.

1) Initial Consultation

  • We begin by gaining a clear understanding of our clients financing requirements and overall financial capacity.

2) Engagement Letter Signed

  • We formalize the engagement through an agreement that outlines the scope of work and responsibilities.

3) Pre-Market

  • We prepare the financial model, CIM, Teaser, and a curated list of targeted lenders to position the transaction effectively for market outreach.

4) At-Market

  • Lenders are contacted and provided with key transaction details, initiating preliminary due diligence.

5) Lender Selected

  • A preferred lender is selected, prompting a deeper due diligence process and the negotiation of a term sheet.

6) Closing

  • Upon signing the term sheet, closing procedures are finalized and funds are disbursed.

Why Work With Us

Our value lies in managing the transaction from start to finish, allowing our clients to stay focused on running their business. We work with companies across Canada and the United States.

Deep Network

  • We have built a broad network of lenders and capital providers, which we leverage to secure the most competitive terms for our clients financing needs.

Condensed Timeline

  • We leverage our expertise to drive the process forward and ensure a timely turnaround to deliver the financing our clients need, when they need it.

Experience

  • We have executed numerous transactions and are well-equipped to prepare all necessary deal materials to get the transaction done.

Allocation

  • We manage the transaction to completion, allowing our clients to focus on their day-to-day operations while we handle the financing process.

Aligned Incentives

  • We operate on a 100% success fee basis payable only upon closing. This aligns our interests with our clients ensuring that we succeed only when  they do.