Our Services

Financing Services

We provide complete transaction execution services including company valuations, financial models, pitchbooks, termsheets, contract negotiations, and coordination of legal, tax & accounting advisors.

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Business Development

We help clients achieve organic and external growth by leveraging capital, technology and automation based on extensive business development experience.

Special Opportunities

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We offer private equity and high net-worth investors access to opportunistic investments in high-growth areas.

Investment Banking
M&A Advisory
Private Equity
Levered Finance Debt
Early-Stage Financing
Restructuring

Financing Services
Financial Models
Investor Pitchbooks
Due Diligence Requests
Termsheets & Contracts
Legal, Tax & Accounting

Business Development
Digital Marketing & Media
Cloud Based Back Office
Staffing & HR Automation
Logistics Management
Design & Construction

Industry Expertise
Dental & Health Care
Real Estate
Technology
Hospitality & Food Industries
Infrastructure

Transaction Experience

Automotives

VIP chauffeur and hypercar services

Fashion

Beauty products, coemetics, leather goods, watches & jewelry

Food & Beverages

Upscale dining, alcohol, wines & spirits

Nightlife

Full-service nightclub and lounge expertise

Dental Clinics

Dental Service Operator (DSO) advisory

Healthcare Analytics

Dental analytics, CRM, and accounting

Veterinary Clinics

Veterinary rollups and services

Infrastructure

M&A, carve-outs, and spin-offs

Metals & Mining

M&A, carve-outs, and spin-offs

Dental Service Organizations

Full-service DSO advisory

Blockchain & DeFi

Blockchain and DeFi protocol advisory

Digital Media

Full-service digital solutions and Canadian Digital Adoption Program (CDAP) advisory

Internal & eCommerce

Internet consumer software and eCommerce scaling

Live Events

VIP event hosting and execution

Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Operated hospitality venues, international conferences and corporate events in high-end hotels providing superior guest experience
Negotiated complex lease agreements, equity raises, commercial & private debt financing for hospitality projects
Founded, marketed and branded largest investment banking recruiting competition in the word with virtual training platform
Advised real estate group on financial models & investor presentations for fractionalized lease-to-own acquisition models
Advised retail clients on acquisition and financing of commercial real estate on owner-occupied basis
Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Oversaw permitting, design, contracting and construction management for commercial & residential remodeling projects
Operated hospitality venues, international conferences and corporate events in high-end hotels providing superior guest experience