Deals That Built Companies
Anonymized profiles from our advisory portfolio across energy, real estate, technology, mining, healthcare, and more.
Oil & Gas — Debt Restructuring
Advised a mid-cap Western Canadian energy producer on a $120M debt restructuring during a commodity downturn. Negotiated covenant relief, extended maturities, and secured bridge financing to preserve operations through the cycle.
Outcome: Company survived the downturn and was acquired at 3.2x the restructured value 18 months later.
Real Estate — Portfolio Recapitalization
Structured a $85M recapitalization of a multi-family residential portfolio across Alberta. Designed a mezzanine + preferred equity stack that allowed the operator to retain majority ownership while accessing growth capital.
Outcome: Portfolio expanded from 12 to 28 properties within two years.
Technology — Strategic Acquisition
Advised a SaaS company on sell-side M&A. Managed competitive process with four qualified acquirers, navigated IP valuation complexities, and structured earn-out provisions that protected founder economics.
Outcome: Final transaction price exceeded initial offers by 40% through competitive tension and strategic positioning.
Mining — Equity Financing
Structured a $15M private placement for a junior mining company with silver and base metal assets in Northern Canada. Navigated complex permitting, Indigenous consultation requirements, and geological risk assessment.
Outcome: Financing completed ahead of schedule, enabling the company to advance to a bankable feasibility study.
Home Renovation — Growth Advisory
Partnered with a premium kitchen renovation company to implement technology-driven operations: 3D visualization, automated quoting, supply chain optimization, and digital marketing infrastructure.
Outcome: Revenue doubled in 14 months while reducing project turnaround time by 30%.
Healthcare — AI Platform Investment
Led investment evaluation and structuring for an agentic AI platform targeting clinical workflow automation in Canadian healthcare. Conducted regulatory landscape analysis, market sizing, and competitive positioning.
Outcome: Platform deployed across multiple clinic networks, reducing administrative burden by 45%.
Sports Technology — Market Entry
Advised a sports simulation technology company on Canadian market entry strategy. Developed location analysis, pricing models, membership structures, and technology vendor negotiations.
Outcome: Successfully launched multiple locations with 85% membership retention in year one.
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