Western Canadian Corporate Finance and Investment firm building value through successful long-term partnerships with our clients and partner companies

CORPORATE FINANCE & STRATEGIC ADVISORY

With our successful 20+ year track record spanning lending, investment banking and private equity, we partner with businesses and owners to achieve their growth ambitions and strategic goals ranging from organic growth, acquisitions, sale of the business, transition or restructuring.

We leverage our experience and network to provide expertise and guidance with the following focused services:

Financing and Capital (Debt and Equity)

  • Advice and guidance on accessing capital from institutional debt and equity capital providers (banks, private equity, family offices, pension funds and alternative lenders)

  • Capital planning and balance sheet optimization to achieve strategic and operational goals

  • Analysis and recommendation of different forms of capital available from specific lenders and investors to optimize cost, flexibility, covenants, investment return and risk sharing

  • Refinancing and turnaround management including lender negotiations, recapitalizations as well as special loans and distressed debt advisory

Mergers and Acquisitions

  • Structuring and execution of value creation strategies including acquisitions, divestitures, mergers as well as management and shareholder buyouts

  • Identification and contact with purchasers, partners and acquisition targets using our professional and proprietary network

  • Lead transaction processes of due diligence, structuring, valuation ranges, marketing package, competitive deal process, soliciting offers from acquirors, negotiating offers and closing

  • Post-closing support including owner and management transition as well as ongoing financial support and corporate development

Corporate Development

  • Market expansion strategies (new products / services, geographies) and opportunity and risk analysis and business development and growth assistance

  • In-depth financial modeling, forecasting and scenario analysis to assess profitability, liquidity, leverage and capital needs

  • Industry and competitor analysis, benchmarking and strategic positioning

  • Succession planning including transition and owner exit planning

  • Collaborate and work together with external advisors and fractional executives to optimize management capacity and strengths


PRINCIPAL CAPITAL INVESTMENTS

We selectively seek to invest partner capital alongside our network of co-investors (individuals, family offices and funds) to accelerate growth, fund acquisitions and facilitate owner succession and liquidity.

Our flexible capital base encompasses equity and debt structures targeted towards positive cash flow businesses with sustainable competitive advantages.

ADIL LALANI, B. Comm, CFA, MBA - Principal

EXPERIENCE AND EDUCATION

  • 20+ years of experience as a trusted advisor in leadership roles in investment banking, private equity and lending with large institutional firms.

  • Successful track record of sourcing and executing transactions exceeding $6 billion in value across 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).

  • Respected referral and partner network of public and private companies, banks, institutional funds, alternative lenders, 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 wide range of board of director and committee roles (private companies, credit unions and non-profits).

  • Bachelor of Commerce Honours (Queen’s University).

  • CFA Charterholder.

  • MBA (Kellogg School of Management at Northwestern University).

CONTACT

330 5 Ave SW, Suite 1800, Calgary, AB T2P 0L4

adil@truelightpartners.com

LinkedIn: Adil Lalani