Client Dossier

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We deliver professional advice, with accredited corporate finance and transaction-related services to clients with concept to start-up ventures, new to growth companies, expanding private companies and for public listed corporations on Canadian stock exchanges.

Here is an overview of the range of clients, and the types of successes we have helped them achieve.

You can print PDF version of our Dossier of Real Estate clients, and our Dossier for clients in other sectors.

Advice
Advertising Products Company - Market Study and Business Plan for International Launch Affinity Card Program Company - Financial/Business Analysis, Executive Summary and Business Plan Alberta Film and Television Production Committee - Study of the Alberta Film Industry and Government Proposal Assisted Living Facility Operator (TSX company) - Financial Modeling and Business Planning Auto, Truck and Heavy Equipment Service Shops - Market Reviews, Business Plans and Funding Proposals Automotive Advertising Publication - Market Study, Executive Summary and Transaction Plan Cellular Equipment Manufacturer - Market Study and Business Plan Children's Clothing Importer and Retailer - Market Analysis and Business Plan Coatings Company - Market Review and Feasibility Study Concrete-product Manufacturer and Distributor - Feasibility Review and Business Plan. Country and Estate Land Developers - Financial Analysis, Business Plans, and Funding Proposals Craft Destination Brewery - Business Plan Review and Funding Review Downtown high-rise and Multi-use Property Developers - Assessments, Business Plans and Funding Proposals Emergency Response Technology Integrator - Market, Research, Business Plan and Pricing Analysis Energy Marketing Company - Business Plan Review Facilities and Building Maintenance Company - Market Review and Contract Proposal Indoor Golf Sport and Retail Facility - Business Assessment and Business Brief Industrial Truck Parts Manufacturer (TSX company) - Pricing Analysis and Business Plan	Marine Manufacturer and Charter Operator - Market Study and Business Plans Nutraceutical Product Development Company - Industry and Market Study, and Business Plan Non-Profit Youth Theatre Production - Market Review and Action Plan with Media Planning. Oilfield (geophysical) Services Company - Business Brief and Funding Proposal. On-line/Internet Service Provider (TSX company) - Business Plan and Research Report Organic Fertilizer Manufacturer and Distributor - Market Study and Business Plan Outdoor Advertising Technology Company - Business Plan and Investor Package Quarry Operator, Stone Producer and Retailer - Business Plan and Market Action Plan Radio Frequency ID Products Company - Financial Analysis, Business Plan and Funding Proposal Regional Tax Preparation Franchise - Business and Financial Analysis, and Business Plan Residential and Commercial Property Developers - Business Plans and Funding Proposals Self Storage Developer - Market Review and Business Plan Specialty Cafés and Restaurants - Market Reviews, Business Plans and Funding Proposals. Specialty Indoor Sports Facility - Market Study and Executive Summary Specialty Retail Businesses and Outlets - Market Studies, Funding Reviews and Business Plans Sport Products Developer and Manufacturer - Financial Analysis and Business Plan Wireless Services Provider - Business Review and Business Brief
Several other market and financial reviews and plans for start up and other businesses.
Finance
Advertising Kiosk and Internet Media Network Co. - Funding Proposal and Private Placement. Alternative Energy Technology Company - Funding Review and Funding Proposal Automotive Advertising Publication - Funding Review and Funding Proposal Bottled Water and Consumer Products Company - Financial Analysis and Funding Proposal Commercial Holding Company - Market and Industry Study and Transaction Planning Entertainment and Internet kiosks - Pricing Analysis and Funding Proposal E-waste recycler (TSX company) - Funding Review and Funding Proposal Global Positioning Systems Company - Pricing Analysis and Merger Proposal Marine Manufacturer and Dealer - Pricing Analysis, Funding Review and Funding Proposal Motorcycle Manufacturer and Dealer - Funding Proposal	National Food Franchise (TSX company) - Funding Review, Funding Proposal and Funding National Video, CD and DVD Rental Company - Executive Summary and Funding Proposal Nutraceudical Product Development Company - Pricing Analysis and Funding Proposal Online Affinity and eCommerce Company - Pricing Analysis and Funding Proposal Quarry and Natural Stone Producer - Funding Proposal and Line of Credit Financing Railing Products Manufacturer/Installer - Business Review and Funding Proposal Regional Tax Preparation Franchise - Business Plan, Offering Memorandum and Financing Ski Resort Developer - Industry Survey, Transaction Plan and Due Diligence Wireless Services Provider - Funding Review and Funding Proposal Wireless Telephone Service Provider - Business Plan, Pricing Analysis and Funding Proposal
Numerous other finance reviews and proposals for debt, equity and other financings.
Transactions
Agricultural Value-add Products Company - Pricing Analysis for funding Asset Management Company (TSX-new listing) - Valuation Memo for Qualifying Transaction Casino Auxiliary Game Company (TSX-new listing) - Valuation Report for Qualifying Transaction Computer Network and IT Service Co. (TSX-Company) - Fairness Opinion for divestiture Customer Relationship and IT co. (TSX-new listing) - Valuation Memo for Qualifying Transaction Electronics Manufacturer (TSX-new listing) - Valuation Report for a Qualifying Transaction Fabrication and Pipeline Company (TSX-new listing) - Valuation Report for Qualifying Transaction Financial Services and Trading Firm - Buyer/Seller Review and Transaction Planning Industrial Manufacturer (TSX-"go public") - Business Plan, Pricing Analysis and Valuation Memo	Internet Research and Survey Portal (US company) - Business Plan for licensing and divestiture Online/Internet Amusement and Trivia Company - Pricing Analysis for international licensing Photovoltaic Products and Service Company - Industry Study and Buyer/Seller Review Plastics Manufacturing Company - Buyer/Seller Review Specialty Advertiser and Publisher - Business Review and Licensing Program Specialty Sign Manufacturer - Divestiture Action Plan for owner/manager Trucking Industry Service Company - Buyer/Seller Review Wellsite Equipment Company (TSX-new listing) - Valuation Report for Qualifying Transaction
Other transaction-related engagements from buyer/seller reviews to pricing and valuations.