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).