Owners of privately held businesses often have a significant portion of their personal net worth tied up in the companies they’ve worked hard to build. When exploring liquidity and wealth diversification options, many business owners ask a simple yet limiting question: “Should I sell or not sell?” The answer doesn’t have to be a definitive yes or no—there are strategic alternatives.
Equity recapitalization opens the door to a range of liquidity solutions based on factors such as the owner’s age, desire to stay involved, long-term vision, and financial needs. A partial sale of the business—also known as a recapitalization—can provide immediate liquidity while preserving ownership, offering a future exit strategy, and securing a well-capitalized partner committed to growth.
Why Consider an Equity Recapitalization?
Equity recapitalization allows business owners to unlock the value of their company while maintaining operational control. It provides:
Unlike some acquirers focused on cost-cutting and redundancies, private equity partners often take a collaborative approach, offering board-level guidance and strategic resources to accelerate growth.
Access to a Competitive, Global Market
Across North America, thousands of investment groups specialize in funding and growing privately held companies. We maintain an extensive cross-border network of banking partners, advisors, investors, and strategic buyers who actively seek high-quality Canadian business opportunities.
To maximize exposure, we distribute our Confidential Information Memorandums (CIMs) in both English and foreign languages, ensuring direct engagement with a highly competitive global market. When selling all or part of your business, we leave no stone unturned in securing the best possible outcome.
We are a national, full-service financial and business advisory firm. Our team brings decades of corporate finance and operational experience across a variety of industries, specializing in originating, sourcing, structuring, and closing mergers, acquisitions, debt, equity, securitizations, capital raising, joint ventures, alliances, and supplier transactions for some of Canada’s most well-known public and private companies.
Studies on sell-side transactions show that sellers who hired investment bankers secured valuation premiums of 25% or achieved an average EBITDA multiple 1.5 times higher.
We founded our firm to help business owners successfully transition out of their most valued asset—their privately held lower-middle-market company.
We create highly confidential, custom-tailored global demand when selling your business through a proactive, competitive process—ensuring a timely closing, preferential terms, and maximum value.
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