Who We Are

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 We are a firm with over a decade of experience in commercial finance advisory and financial risk management,. 

We work with growing companies across a wide range of industries, including technology, manufacturing, logistics, wholesale, and real estate. 

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We have worked with over 300 companies and advised on hundreds of millions of dollars of financing transactions.

We help our clients navigate the complexities of working capital financing, asset based lending, term debt and acquisition financing, real estate and equipment financing, and M&A.  

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We draw on our deep and practical industry knowledge and long term partnerships across the financial ecosystem.

We support our clients to negotiate novel, flexible and innovative financing structures that optimally address their evolving requirements.  

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Our financing advisory services have a strong track record of consistently delivering results for our clients.

We enable them to successfully achieve their financing objectives while also minimizing their cost of capital, optimizing their liquidity, and improving their financial flexibility. 

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Our work has helped grow a long list of successful companies and enabled numerous multi-million dollar exits and strategic projects.

 Our clients are featured in Ottawa Business Journal Fastest Growing Companies, Canadian Business Canada’s Fastest Growing Companies, and Deloitte’s Fast 50. 

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    Our mission is to help small and medium sized companies strategically plan, negotiate and manage their short-, medium- and long-term financing needs. 

That way, they can grow and reach their potential instead of worrying about missed opportunities, slow growth and untapped market potential.

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Our belief is that growing companies need expert advice and clever financing solutions. 

Whether to accept that large international order, open an international operation, build a new operating facility, buy additional equipment, fund the owner's retirement, or transition the ownership of the business, we have the expertise to help them get there.

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Our commitment is to act as objective advisors to our clients, prioritizing their needs and protecting their best interests so they can successfully navigate financing relationships. 

Business financing is both challenging and complex, but with our expertise companies can avoid common pitfalls and maximize results every time.

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