Raising Capital

Raising financing from third party capital providers and investors may be the right choice for your business if:

  • You need to finance the buyout of fellow shareholders who wish to retire, or perhaps due to a buy-sell clause in the shareholders agreement (sometimes referred to as a "shotgun" arrangement)
  • Your company needs capital to fund an acquisition, shareholder distribution, management buyout, or a transaction to take the company private
  • Your company requires financing to support internal growth opportunities such as working capital or a plant expansion
  • Internally generated profits together with senior debt are insufficient to meet the needs of the company


Our team's extensive knowledge of Canadian and U.S. capital markets and strong relationships with capital providers positions us as your advisor of choice to arrange and secure private financing in the form of common and preferred equity, mezzanine debt, subordinated debt and senior debt.

Our work may incorporate any of the following steps:

  • Perform detailed financial analysis of your objectives and growth opportunities
  • Determine the optimal funding structure while balancing the blended cost of funds, the acceptable levels of financial risk and providing sufficient flexibility
  • Identify and review potential investors and their investment criteria
  • Create a marketing plan to position the company as an attractive investment opportunity
  • Create a competitive bidding environment of prospective investors to secure the best possible terms
  • Arrange for the due diligence, legal and other aspects of the transaction to be completed successfully

View our most recent Capital Raising and Financing Deals (PDF, 75 KB)