CORPORATE FINANCE & STRATEGIC ADVISORY
with our successful track record and deep experience in lending, private equity and investment banking, We successfully advise and assist companies and owners to achieve their growth ambitions and strategic goals via organic growth, acquisitions, sale, transition or restructuring.
We leverage our experience and network to bring maximum value to our clients and partner companies.
Financing and Capital Markets
Independent advice and guidance on accessing capital from institutional debt and equity capital providers (banks, private equity, family offices, pension funds and alternative lenders)
Capital structure optimization and creative financing structures to increase flexibility and reinvestment of capital
Institutional quality corporate presentation and fundraising marketing materials
M&A and Strategic Alternatives
Value creation strategies including acquisitions, divestitures, mergers, joint ventures as well as management and shareholder buyouts
Identification of purchasers, partners and acquisition targets
Lead process of due diligence, transaction structuring, negotiation and closing
Restructuring and turnaround of special situations for improved balance sheet and cash flows
Corporate Development
Business development, growth and planning assistance
In-depth financial modeling, forecasting and scenario analysis to assess profitability, liquidity, leverage and capital needs
Market expansion strategies (new products / services, geographies) and opportunity and risk analysis
Industry and competitor analysis, benchmarking and strategic positioning
PRINCIPAL CAPITAL INVESTMENTS
We selectively invest our own principal capital alongside our network of co-investor partners (individuals, family offices and funds) to accelerate growth, fund acquisitions and facilitate owner succession.
We provide greater responsiveness, alignment and deal certainty along with a patient and long-term approach to growth to drive significant wealth creation and sustainability for founders, entrepreneurs, employees and shareholders.
Investments are tailored to each opportunity and deal structures can range from minority / majority equity to debt structures.
INVESTMENT AND ACQUISITION ATTRIBUTES
Investment Types and
Structures
Growth and working capital
Acquisitions
Management buyouts for owner succession
Equity: minority or majority
Debt: subordinated and mezzanine
Joint Ventures and Royalties
Target
Industries
Energy
Infrastructure and Essential Services
Real Estate
Healthcare
Environmental Services
Value Added Agriculture
Business
Characteristics
Track Record of Positive Cash Flow
Strong Operating Team
Aligned Stakeholder Group
Sustainable Competitive Advantages
Diversified Customers
Attractive Growth Prospects
ADIL LALANI, CFA, MBA - Principal
20+ years of experience in leadership roles in investment banking, private equity and lending with large blue chip institutional firms.
Successful track record and total transaction value exceeding $6 billion.
Deep experience in sourcing and execution of a wide range of deal types including: capital raising (debt and equity), M&A, business advisory and principal investing (private equity, bank lending and structured debt).
Deep and respected network of public and private companies, banks, institutional funds, family offices and individual investors.
Executive level leadership experience in building and transforming organizations.
Industry experience across many sectors including: oil and gas, real estate, technology, manufacturing, construction, professional services and diversified industries.
Governance experience spanning board of director roles (private companies, credit union and non-profits).
Bachelor of Commerce Honours (Queen’s University).
CFA Charterholder.
MBA (Kellogg School of Management at Northwestern University).