We invite management consultants, accountants, lawyers, executive coaches, lenders, entrepreneurs, wealth managers, insurance agents, financial planners, and executives (industry, professional, association, or retired) with relevant Canadian business owners or global business executives in their network to join our Strategic Advisor Program (formerly our Finder/Referral Program).
This program fosters a symbiotic and mutual relationship where we not only empower you to connect your network to our world-class M&A and corporate finance expertise but also regularly refer our clients to your unique services—such as M&A legal support, tax, accounting, human resources, marketing, sales, technology, or operations expertise—to support their buy/sell/borrow/lend transactions and business growth.
As a Strategic Advisor, you’ll gain exclusive benefits, including adding the role to your LinkedIn profile, featuring your biography on our website with a LinkedIn link, receiving regular transaction updates, accessing educational content to spark client conversations, and sharing in the financial reward of the success fee earned upon transaction closure. This partnership enhances client outcomes, strengthens relationships, and unlocks new opportunities for your practice, business, or professional influence.
Why Partner with The Shaughnessy Group?
By referring clients or contacts to The Shaughnessy Group, you provide them with tailored, confidential, and results-driven solutions to achieve their strategic and financial goals. In return, we actively refer our clients to your specialized services to support their needs during buy/sell/borrow/lend transactions, creating a mutually beneficial partnership. Our comprehensive services deliver measurable value, ensuring your network succeeds while reinforcing your role as a trusted advisor. Here’s how we support your referrals:
Expertise in M&A and Corporate Finance
With decades of experience, we structure and close complex transactions, including acquisitions, divestitures, debt, equity, and joint ventures, delivering strategic and financial success.
Proven Acquisition Process
Our structured approach minimizes risks and optimizes pricing, leveraging a network of strategic and financial buyers to secure assets at favorable valuations.solutions that fit your business needs and help you stay ahead of the competition.
Confidential Divestitures
We prioritize confidentiality to protect employees, customers, and reputations, preparing businesses for sale with clean financials and streamlined operations to maximize value.
Capital Sourcing
We connect clients with cross-border banking partners and investors to secure competitive debt and equity financing, enabling growth without compromising stability.
Strategic Exit Planning
Our tailored, globally marketed exit process creates competitive auctions to maximize valuation, allowing clients to focus on operations while securing favorable terms.
Educational Resources and Networking
Complimentary M&A guides, webinars, podcasts, and events provide clients with industry insights and connections to founders, advisors, and capital providers.
Personalized Collaboration
Our “do-it-with-you” model ensures hands-on support, keeping clients engaged while we lead execution, tailored to the needs of the lower-middle-market.
Enhanced Shareholder Value:
Our expertise optimizes core operations and raises capital, driving higher valuations and shareholder returns.
Global Reach
We market Confidential Information Memorandums (CIMs) in multiple languages to attract global buyers, ensuring competitive deals and superior terms.
Benefits of Joining Our Strategic Advisor Program
The Strategic Advisor Program is a symbiotic partnership that amplifies your professional value. By connecting your network to our expertise, you position yourself as a trusted resource, while we refer our clients to your specialized services—such as M&A legal support, tax, accounting, human resources, marketing, sales, technology, or operations expertise—to meet their needs during transactions and business growth. You’ll also enjoy exclusive benefits that enhance visibility, generate new opportunities, and provide financial rewards. Below are the tailored benefits for each referring party:
Why Join Our Strategic Advisor Program?
The Strategic Adviser Program is a symbiotic and mutual partnership that amplifies your professional value. By connecting your network to our specialized M&A and corporate finance expertise in the Canadian lower-middle-market and beyond, you help them achieve their goals—whether acquiring, divesting, raising capital, or exiting.
In return, we refer our clients to your unique services, such as M&A legal support, tax, accounting, human resources, marketing, sales, technology, or operations expertise, to support their transactions and business growth.
As a Strategic Adviser, you’ll enhance your visibility by adding the role to your LinkedIn profile and featuring your biography on our website, stay informed with tailored transaction updates, and access exclusive educational content (articles, guides, reports, videos, podcasts, research, and assessment tools) to drive client conversations that can convert to additional work.
The opportunity to share in the success fee earned upon transaction closure provides a financial reward, recognizing your role in facilitating success. This partnership strengthens relationships, enhances your reputation, and creates new opportunities for your practice, business, or professional influence.
How to Get Started
If you have Canadian business owners or global business executives in your network seeking to grow, divest, raise capital, or exit, join our Strategic Adviser Program today. Contact us to learn more about the program, including the terms of the success fee sharing arrangement, which may vary.
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