The Nautilus Way

Integrated Service with an Entrepreneurial Feel.

Differentiating from other transaction only advisors, we engage earlier with clients to help plan a potential transaction before the transaction. This is how we integrate general business advisory and planning (Corporate Development) with transactions (Corporate Finance). Our experience and relationships prepare the best strategy, before going to market.

Deal Experience

With combined total project and transaction values ~ $13 Billion amongst the individuals on the team, spanning investment, M&A, and capital advisory, we have the depth and breath of experiences to draw upon while advising our clients.

Access To Capital

With each senior members’ careers spanning 20 to 25 years in the Canadian market, our team has well established relationships to access various forms of capital, locally and globally, including:

Commercial banks
Special lenders, for working capital and fixed assets
Subordinated debt, and mezzanine finance
Preferred shares
Equity from private equity, venture capital, family offices, and strategic investors

Relationships

We are a boutique shop while still having access to a full suite of services. Our team has built strong relationships ranging from other specialty boutiques to large multinational firms, which we can collaborate with to assist our clients with specific issues when required, including but not limited to:

Accounting Advisory and Services
Due Diligence and Valuations
Legal Services
Insurance
Human Resources
Wealth Management
Domestic and Cross Border Tax

Leadership & Operational Experience

Beyond transactional experience, senior members of the team have held strategy and executive leadership roles spanning big bank, advisory practices, and small and medium enterprises.

Complete Transaction Service

We provide transaction advisory services, in contrast to a brokerage service – “cradle to grave” – providing our clients with a more effective and seamless experience.