Providing Financial Management Support.
Building Capital Growth Opportunities.
This is who we are. This is what we do.
Private Financial Management and Capital Investment Firm
We partner with well-established owner-managed companies across a wide range of industry sectors. Our management expertise recapitalizes the corporate finances and leverages existing elements that have made the company successful.
Our unique capital acquisition model allows owners to retain majority ownership of their company. The ultimate goal is to create growth and value for a future sale or succession plan exit strategy.
Leveraging Opportunities. Optimizing Efficiencies. Maximizing Value.
This is what defines everything we do.
Resources
Many business owners see succession planning as the development of a plan to eventually sell their business. But, in actuality, succession planning is more about you the business owner and what you want to see…More
Planning the successful succession of a business takes years. So, the answer to when you should start the plan is easy – you need to start today. Most successful transaction plans take three to five years to fully…More
As a shareholder of a Canadian corporation, the value of your shares is an extremely important number to know. Many individuals know the value of their homes, cars, investments and other assets off the top of …More