Our Services
Capital related
- determining optimal mix of equity and debt
- sourcing experienced, potential sources of equity and debt both institutional and private
- negotiating terms and closing
- growth and refocusing situations
- Example: arranging a $50 - $100 million acquisition line of credit
- Example: refinancing to replace an existing lender
- Example: sourcing private, institutional or family office equity for growth
Strategic Planning related
- developing and updating strategic plans including setting goals, timelines, operational systems, technology adoption and taking both human and financial capital into consideration
- implementing strategic plans
- measuring against goals and adjusting the plan as necessary
- Example: planning and designing new initiatives and related milestones to achieve 30% profit growth over a two year period
- Example: planning, implementing and integrating a new, AI driven Management Information and Virtual Services platform
Executive Management related
- interim engagement as CEO or CFO or VP Finance
- project management
- building, leading and working alongside a results oriented team
- legal/organizational structuring
- growth or refocusing situations leading to improved financial results
- assisting in selling all or part of the business
- Example: leading the acquisitions team
- Example: adding management resources to reassure existing sources of financing
- Example: revising organizational and legal structure to allow for efficient, multi-province, multi-location acquisitions leading to private equity exit in 5 years