Recent Transactions

What We Do | Recent Transactions & Engagements

We have provided sell-side, buy-side and independent services on more than 100 M&A projects, including due diligence, structuring, negotiations, financing, pricing/valuation, and business planning. Recent notable transactions and engagements include:

Strategic advisor to the owners of a gardening products wholesaler as it expanded distribution agreements with its leading supplier, a wholly-owned subsidiary of a NYSE-listed company.
M&A advisor to the owner of a Vancouver-area business that manufactures and installs steel roofs and wall cladding for commercial and institutional projects on its sale to a strategic purchaser.
Strategic advisor to the owner of a Vancouver craft brewery on its activity in the U.S. (Colorado) market.
Strategic advisor to senior management of a silica quartz project as it explored various growth initiatives; the company ultimately secured a significant royalty financing from a Toronto-based funder.
M&A advisor to the owners of a globally-recognized lifestyle company within the world of footwear and apparel, with multiple Canadian locations, on its acquisition by a FTSE-100 sports-fashion retailer that has a $10 billion market cap (LSE:JD).
M&A advisor to the owners of a Vancouver-area material handling business on its acquisition by an Ontario-based strategic purchaser.
M&A advisor to the Vancouver owners of a multi-site home medical equipment company. The acquisition was the entry into Canada for the Tennessee-based strategic purchaser which operates 123 branches in 43 U.S. states.
M&A advisor to the Vancouver owners of an online service for creating resumes at its highly-ranked domain name on its sale to the world's #1 job site. The website of the Texas-based purchaser, with a Japanese parent, is visited by more than 200 million job seekers each month and is a top source of external hires for thousands of companies.
M&A advisor to the owners of a Vancouver value-added chemicals distribution business sold to a local entrepreneur.
M&A advisor to a Vancouver tech company on the sale of its customer data platform to a leading provider of intelligent email marketing and automation software. The purchaser, with offices in San Francisco, Sydney and London, is backed by New York-based Insight Venture Partners.
Strategic advisor to the co-founders of a building temperature controls company who had been business partners for almost a quarter-century. Facilitated the buyout of one partner by the other, which enabled the departing partner to achieve his exit & retirement objective.
M&A advisor to the owners of the world's largest commercial conference focused on the Internet domain name industry, held in Las Vegas annually, on its acquisition by the German-based company that owns and operates the largest series of technology events dedicated to the hosting and cloud industry.
Director of a TSX Venture Exchange-listed company as it acquired a direct-sales retailer of children's apparel.
M&A advisor to the owner of a company, founded in 1874, that is a comprehensive supplier of worldwide registry and legal support services. The purchaser, which is 30% owned by Information Services Corporation (TSX:ISV), is a provider of web-based real estate transaction platforms and the creator of an online community of conveyancing professionals.
M&A advisor to the owner of a manufacturer of engineered wood products in the Okanagan region of British Columbia. Purchaser was one of the company's largest and longest-standing customers.
M&A advisor to the co-founders of a company in the aviation sector on its acquisition by a Vancouver-based regional airline.
M&A advisor to the owners of a Vancouver Island millwork company on its acquisition by a larger strategic purchaser. Sale was the exit for the founder after 30 years of business; the founder's daughter remained post-closing as general manager and minority shareholder.
Strategic advisor to the owners of a leading residential real estate firm with over 8,200 agents and 200 offices across Canada in sourcing, evaluating and/or pursuing various growth and liquidity options. The owners ultimately executed a major sale of IP - and concurrent re-licensing - to a royalty company.
M&A advisor to buy-side client on evaluating a Canadian company that specializes in the high altitude performance of inspection, repair and maintenance services for the wind energy industry.
Strategic advisor to the provider of “e-CommunityCentre” solutions in rural, underserved communities in the Philippines. Worked with company to develop an economic business model and platform to drive sustained growth in rural locations through delivery of health, education, agricultural, government, communication and financial services. Travel to Manila and Moscow. CEO-level access to numerous Asian development banks.
M&A advisor to a $500mm revenue New Jersey-based company on its acquisition and re-development of a land-based aquaculture business in Nevada.
Corporate finance advisor to a Vancouver marine sales and servicing business on its company restructuring and securing of growth capital through a secured debt financing.
M&A advisor to the owner of a Vancouver commercial interior design firm on its sale to Stantec (TSX, NYSE:STN).
M&A advisor to the owner of a building supplies business in rural British Columbia. The sale was the exit for the owner after 35 years of operations.
M&A advisor to the majority owner of a leading online network for the auto sector on its buyout by a private equity-owned publishing group.
Strategic advisor to a Johannesburg-based developer and provider of an award-winning zinc air fuel cell system that delivers an alternative energy solution to off-grid households in the developing world. Site visits to South Africa, Namibia and Zambia.
M&A advisor to a British Columbia-based colocation business on a set of agreements with a division of a 50 year old voice, data and Internet provider that operates in Canada and the western U.S.
Strategic advisor to a TSX-V company on two acquisitions of Chinese packaging companies: a Jiangxi-based company with $30mm in annual sales of packaging products and services to companies in the drugs and pharmaceutical sectors; a Xiamen company with $50mm in annual revenue that designs and manufactures 375 million shopping and retail bags per year.
M&A advisor to a British Columbia-based biomass-to-energy business on its sale of principal assets to a competitor. Transaction closed from inception within five weeks.
M&A advisor to a Polish cable company on its sale of majority interest to Prague-based private equity firm. US$18mm paid at closing; post-closing committed funding of US$40mm invested.
M&A advisor to a British Columbia-based renewable energy business on its sale of common shares and preferred shares for $8mm to a London Stock Exchange AIM-listed company; mandate involved share ownership consolidaton and structuring.
M&A advisor to a Canadian company launching a single-source integrated solution for global maritime security. Negotiated purchase agreements with 3 long-established companies: an Ontario provider of acoustic sonar systems; a Norwegian supplier of vessel traffic management systems; and a Norwegian developer of radar systems.
M&A advisor to a Costa Rican cement company on its sale to the Mexican multinational Cemex, a $8 billion market cap, New York Stock Exchange-listed company (NYSE:CX).
M&A advisor to a British Columbia-based food company with approx. $100mm of revenue per year on its acquisition by the Jim Pattison Group, Canada's 2nd-largest privately-held company with $7.5 billion in revenues.