Firm Focus
Capital Raising Enterprise Valuation & Fairness Opinion Mergers & Acquisitions Corporate & Financial Strategy
Adjunct Services
Board Advisory Services Outsourced CFO Services Accounting & Tax services Training
Capital Needs
Greenfield Start-Up Capital Brownfield Expansion Capital Working Capital Financing Project Financing Business Acquisition Financing Asset Acquisition
Methods
Private Equity Placement Private Debt Placement Private Equity Funding Bank Borrowings Leverage Borrowing Leases
Engagement
Sell-Side deals Buy-Side deals Enterprise Valuation Deal Negotiations
Transaction Type
Business Acquisitions Voluntary Business Sales Distressed Business Sale Mergers & Acquisitions Strategic Investments Private Equity Investments
Engagement
Sell-side and buy-side deals Target identification Lead Financial Adviser Enterprise Valuation Financial Due Diligence Deal negotiations Deal closures Regulatory interface Integration planning Negotiating Tax settlements Stakeholders’ Management Scrutineers at Shareholders’ meetings
Transaction Type
Business Sales Business Acquisition Mergers Strategic investments Private Equity investments Leverage Acquisition Management Buy-Outs Management Buy-Ins Buy-In Management Buy-Outs Divestments Spin-Offs Asset stripping
Corporate Renewal Establishing & managing Value drivers Business Institutionalization Transgenerational Sustainability Succession Planning Strategic Planning Market Leadership
Operational Efficiency Inorganic Growth strategies Mergers & Acquisition Strategic Partnership Backward Integration Diversification Technology Enablers
Advisory on Board structure and compositions Advisory on Board Appointments Advisory on Board effectiveness Serving as a Independent Board Director Serving as Independent Audit Committee Member Serving as Company Secretary
Advisory on Auditor appointment Head-haunting CEO Head-hunting for CFO Head-haunting for Controller Independent Quarterly Financial Analysis
Lead Finance Function as business enabler. Strategic Planning. Design & Implement accounting system. KPI Design, measuring & monitoring. Profit planning, Product pricing & Cost optimization. Preparation of Financial Statement. Annual Budgets and Forecasting. Quarterly Financial and Budget Reviews. Balance Sheet Management. Inventory Management. Treasury and Cashflow Management. Strategic Tax Planning.
Lead Inorganic Growth Opportunities. Guide through Mergers and Acquisitions. Manage Capital Structure. Raise Capital for projects and initiatives. Investors Relation. Liaison with Regulators, Bank and Auditors. Yearly Business Valuations. Quarterly economic updates. Quarterly Industry Updates. Capacity building for finance team.
Preparation of Business Plans. New Company Registration. Installation of Accounting Systems. Budget Preparation. Account Receivables. Account Payables. Payroll Services.
GST & PST. Bank Reconciliation. Year End Tax Returns. Bookkeeping. Bank Letters. Financial Statement Preparations. Accounting Temp Staffing.
Modules
PEGS training - Keeping focus on mission-critical performance levers of Profitability, Efficiency, Growth & Sustainability. High level Analysis & Interpretation of Accounting Information for Decision Making – For Non-Financial Managers & Key Decision Makers. Forecasting, Budgeting & Performance Monitoring - A strategic tool for superior performance. Excel Modeling and Valuation. Canadian GAAP & IFRS training. Practical Bookkeeping. Software (Sage, QuickBooks, etc.)
For Whom?
Board Members. C-level executives. Accountants & Finance Professionals. Non-Financial Managers. Investment Managers. Entrepreneurs. Regulators. Investors. Analysts.
