CPA Calgary
(403) 402-2679
(780) 438-8232

We provide financial advisory services in the context of capital raises (debt, equity or hybrid), dividend recapitalizations, growth capital expenditures, bank financing, alternative lending financing, asset-based lending, and on unusual capital raising mandates.

Our financial advisory services include the building of the investment thesis and the specific negotiation of non-templated financing facilities with investors and lenders.

We work with you to get the best financing deal for your business. Our capital placement expertise is supported by years of experience, and additional value-added services like financial modeling, and commercial alignment to the growth plans of the business and the capital exit of the investment fund or retirement and succession plans of a medium-to-large family business.

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