Four integrated pillars. One senior-led team.
Every engagement is scoped clearly, executed by senior practitioners, and built to withstand scrutiny from auditors, boards, and capital partners. No junior hand-offs, no drawn-out timelines — the rigour of an institutional firm at the speed of a principal-led one.
Most advisory firms treat valuation, finance, systems, and compliance as separate engagements. We integrate them — so that critical details don't fall through the cracks when capital is at stake.
Valuation & Transaction Advisory
Certainty in value and deal terms.
- Business valuations for tax, litigation, and shareholder matters
- Fairness opinions for M&A and related-party transactions
- Purchase price allocations and intangible asset valuations
- Independent expert reports for disputes and tribunals
- Transaction scenario and sensitivity analysis
Purchase Price Allocation for a Specialty Food Brand Acquisition
Built the purchase price allocation for a regional food brand acquisition and defended every conclusion through a ten-point formal audit challenge — no changes to the core methodology.
Read case study Valuation & Transaction AdvisoryMinority Interest Valuation for a VC-Backed Professional Technology Platform
Cut through two years of noisy institutional markdowns to deliver a defensible $6.9M conclusion on a 0.2% stake in a $200M+-revenue private technology company — on deadline.
Read case study Valuation & Transaction AdvisoryFairness Opinion on a Cross-Border Agricultural Restructuring
Delivered a fairness opinion on a no-cash share-for-share restructuring — spinning out African cultivation and European distribution assets — by building a break-even probability framework when standard methodology had nothing to offer.
Read case study Valuation & Transaction AdvisoryIntangible Asset Portfolio Valuation Across Five Technology Subsidiaries
Valued five distinct intangible assets across five subsidiaries of an industrial technology holding company — concluding a $15M combined base and making the IFRS 3 business-vs-asset determination for each.
Read case study Valuation & Transaction AdvisoryMulti-Jurisdiction Valuation for a Pre-Revenue Shared Mobility Platform
Simultaneously valued a Canadian parent, a 99.98%-owned Middle Eastern subsidiary, and a derivative instrument across three jurisdictions — with local tax rules, sustaining capex cycles, and a TaaS revenue model. The independent CBV review generated 24 written questions. Every position was defended.
Read case studyStrategic Finance & Frameworks
Optimized capital decisions for growth and change.
- Corporate finance and capital structure strategy
- Investment and project evaluation models
- Capital planning and long-range forecasting frameworks
- M&A and divestiture support, from screening through integration
- Embedded senior finance leadership during periods of scale or transition
Integrated 15-Year Financial Model for a Satellite Connectivity Joint Venture
Built a fully integrated 15-year JV financial model across nineteen linked worksheets — three revenue segments, full balance sheet, capacity-driven site growth, four scenario sets — that became the single agreed-upon financial truth for two partners forming a broadband connectivity JV.
Read case study Strategic Finance & FrameworksInvestment Performance Framework for a $1B Provincial Healthcare Portfolio
Embedded within a provincial government to build a unified performance framework across a $1B+ healthcare investment portfolio — developing a return-per-dollar metric designed to hold up to both analytical scrutiny and political reality.
Read case studyFinancial Systems & Intelligence
Real-time financial visibility, built on systems that scale.
- Finance system design, selection, and implementation — built in-house, not outsourced
- Executive dashboards and KPI reporting infrastructure
- Document-to-data extraction for finance and compliance workflows
- Predictive analytics and forward-looking financial models
- Automation of financial close, reporting, and consolidation
Compliance & Incentive Funding
Audit-ready support where incentives and capital intersect.
- SR&ED claim preparation and technical substantiation
- R&D tracking and documentation frameworks
- Tax structuring support in coordination with advisors
- Audit defence and CRA review support
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