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

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).