Corporate finance built on enduring partnerships.
A Western Canadian corporate finance and investment firm building value through long-term relationships with business owners, capital providers and partner companies.
Corporate Finance & Strategic Advisory
With a 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 — from organic growth and acquisitions to sale of the business, transition or restructuring.
We leverage our experience and network to deliver focused expertise across three core practice areas, working as an extension of your leadership team.
Financing & Capital
Accessing institutional debt and equity, capital planning, balance sheet optimization, refinancing and turnaround.
Learn moreMergers & Acquisitions
Buy-side and sell-side execution, valuation, structuring, competitive processes and post-closing integration.
Learn moreStrategy & Corporate Development
Market expansion, financial modeling, competitor analysis, succession planning and growth execution.
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Principal Investments
We selectively invest partner capital — alongside a network of co-investors including 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 toward positive cash flow businesses with sustainable competitive advantages.
Investment Approach