Exit Preparation  (dressing the bride)

Meet Sean: Sean helps entrepreneurs to develop their thinking around selling their businesses. Working alongside M&A advisory teams with real reach and solid track records, Sean helps business owners to prepare for exit transactions starting several years before actually putting a business up for sale. He meets one on one with clients on a regular basis to push important conversations forward. Executive clients trust him to help solve important problems and to provide bespoke advice about goals that matter.

M&A Transactions  (doing the deal)

Meet Blake:  Blake is a serial entrepreneur with several exits to his credit. He has more than 30 experience as a Founder, CEO, COO, CMO, and VP Sales & Marketing for both private and public companies. He has extensive corporate finance experience, having raised than USD $100 million for companies he has been involved in, and has led several strategic acquisitions, and exits of businesses he has founded or been a principal in.

Blake is the Canadian Managing Director for ACT Capital Advisors, a leading US-based middle market M&A Advisory. In addition to supporting buy and sell-side clients, he advises companies on exit strategy, exit planning and value creation.    

Merger & Acquisition Transactions

Mergers and acquisitions (M&A) are a common pathway to growth. We help clients to identify prospects and to negotiate win-win results. Buy-side or sell-side, we work with a network of amazing advisors who can provide turnkey service or help with everything from formal business valuations, to monitoring comparable transactions.

Our professional M&A team is made up of independent advisors and merchant bankers we trust who are located across North America.

Sell-Side Transactions

Your expertise is in managing and operating your business. Our is developing and executing an exit strategy that guides you to an outcome that exceeds your expectations. The best way to sell your business is to stay focused on running it and increasing value while we manage the sale process. We specialize in structuring M&A deals that meaningfully drive value. Our M&A Sell-Side Advisory team guides business owners through the sale process for transactions up to $500M.

Our sell-side approach

Exit your business with confidence.  We've built and refined a technology-driven, bespoke process to guide private, owner-operated businesses through the complexities of a sale and conclude a transaction at a compelling value on favorable terms. We focus on critical questions to help you prepare for an exit, understand the potential risks and rewards, and navigate selling your business for maximum value to international strategics or leading private equity firms. From developing a strategic exit plan and preparing the marketing materials to conducting due diligence on approved potential buyers, we support you during this critical stage of your business lifecycle.

Buy-Side Transactions

Our buy-side advisory service use experienced corporate development teams who have access to the acquisition interests of companies in markets around the globe.  The outcome is a consistent and predictable pipeline of highly qualified deals, which allows corporate development leaders to focus on negotiating and closing more deals.

Our buy-side approach

Phase 1: Operationalize M&A Strategy
We learn about our client’s preferences and propositions for sellers, prepare marketing collateral and develop our outreach plan.

Phase 2: Identify & Curate Targets
We map out the universe of potential targets and curate a list of targets subject to our client’s input and approval.

Phase 3: Outreach & Creating an Auction
We connect with targets via an initial call, then qualifying and warm introductions to our clients’ preferred potential acquisitions.

Finance Transactions

Meet Blake:  Blake is a serial entrepreneur with several exits to his credit. He has more than 30 experience as a Founder, CEO, COO, CMO, and VP Sales & Marketing for both private and public companies. He has extensive corporate finance experience, having raised than USD $100 million for companies he has been involved in, and has led several strategic acquisitions, and exits of businesses he has founded or been a principal in. 

Blake is the Canadian Managing Director for ACT Capital Advisors, a leading US-based middle market M&A Advisory. In addition to supporting buy and sell-side clients, he advises companies on exit strategy, exit planning and value creation.   

Equity Financing

Are you looking to realize the untapped potential with the right expertise and capital? Are you looking at a partial or complete exit as part of your retirement or succession planning? Have you encountered insolvency, restructuring, or a refinancing situation? We’re here to help with a radically different approach to private equity. 

We help entrepreneurs to find private equity that you can trust. We work with owners to accelerate their growth trajectory through every stage of business, leaving a lasting legacy.

Accounting & Book Keeping

Professional Accounting

Meet Imran CA, CPA

Imran is a professional accountant (CPA) who we trust with our own financials. He is also the CFO at a Canadian Venture Capital fund. A fractional CFO can help with tax filing, tax planning, estate planning, and formal business valuations.

Financial Forecasts

Meet Sean P.Eng., CLP

Sean has over 30 years of experience overseeing professional accounting staff and reviewing financial forecasts in large and small organizations. Today he facilitates strategic management conversations for clients using financial analysis and activity-based costing as guideposts.  Computer-based forecasting tools simply help clients to make better choices.