Integrated Service, with an Entrepreneurial Feel...

  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

   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

  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 by not limited to :

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

  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.

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