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Sell-side advisors

Sell-side advisors

Hiring a professional to aid you in selling your business, buying a business, and financing business growth is always the best solution and one that allows an owner or management team to continue running their business as a going concern. 


We invest heavily into our processes, from industry leading database management software to customized CRM systems and data room management. Our boutique advisory firm acts no different than a leading Investment Bank when selling your business, buying a business, and financing business growth and our years of experience in the lower-middle-market, both from an operational and transactional standpoint, ensures our clients receive a fully tailored service offering.


What separates from others is our personal experience, deep rooted global relationships, dedication to your success and economic alignment not only as strategic and financial advisors, but also as operators, entrepreneurs, shareholders and investors. 


We understand what is at stake and we work relentlessly to ensure deals not only close but exceed the expectations of our clients. If we cannot earn praise and referrals from our valued clients, we simply do not engage with them. This is our DNA and unspoken mantra.

Selling a Business Without an Advisor

Selling a Business Without an Advisor

Selling a Business Without an Advisor

The numbers are staggering, with over 80% or 4/5 of companies failing to transact successfully due to a variety of factors:


  • Ignoring retirement.
  • Failing to plan for life-changing events.
  • Inability to see waning passion.
  • Ill-prepared multi-generational ownership.
  • Diluted ownership via too many equity partners.
  • Lack of younger managers.
  • Misguided employee ownership plan.
  • Unrealistic business valuation
  • Lack of 3rd party advisor to facilitate transition process through the process.

Read our articles

Resources

Selling a Business Without an Advisor

Selling a Business Without an Advisor

The business transition and leadership succession process are not a “I need to get around to doing this” task. It’s a living process that you should start as soon as possible. You’ve given it some thought and almost figured out how you want to transition your business, but a “thought in your head” transition and leadership succession plan is not plan at all, it’s a dream at best and as far as dreams go a potential nightmare.

Read our Guide

Resources

Selling a Business Without an Advisor

Resources

Studies of sell-side transactions show that sellers who hired investment bankers received valuation premiums of 25% or a 1.5x higher average EBITDA multiple. 

Read the studies

How we unlock your value

Align

Expertise

Develop

We align our interests with yours by earning a success fee only upon the successful closing of your transaction, whether you’re buying or selling your Canadian business. 

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Develop

Expertise

Develop

We develop a bespoke, highly confidential and professionally crafted process to ensure the timely closure of your transaction—securing preferential terms, maximizing value and achieving the best possible outcomes in buying or selling your Canadian business. 

Our Process

Expertise

Expertise

Expertise

Our team brings decades of experience in startups, growth, recapitalization, turnarounds, restructuring, mergers and acquisitions across a variety of industries.  

Our Process

Leverage

Dedication

Dedication

Leverage our extensive global network of contacts when it's time to buy or sell your Canadian business. 

Our Buyers

Dedication

Dedication

Dedication

We offer dedicated, personalized attention to ensure you have the full support of our team when buying or selling your Canadian business.  

Why US

Focus

Dedication

Focus

Selling and buying expertise for privately owned Canadian businesses with revenue from $5 million to $50 million 

Our Purpose
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