Industry Consolidation – Should You Buy a Business...
Financial advisor to an employee on an equity investment in a veterinary hospital, providing assistance on pricing and negotiation strategy.
Financial and tax advisor to a strategic purchaser on the acquisition of a retail merchandising company, including advising on transaction structuring and review of agreements.
Transaction and tax advisor to the shareholders of a beverage distribution company in its sale to a financial purchaser.
Transaction advisor to the shareholders of Wyatt Dowling Insurance Brokers in its sale to Wawanesa Insurance, providing full sell-side advisory services.
Calculation of post-closing adjustments on the acquisition of an insurance brokerage by a private equity firm.
Financial advisor to a distribution company on its short-term bridge financing, including preparation of the financing proposal and negotiations with lenders.
Financial advisor to Waypoint Insurance on Key Insurance, advising on transaction structure, financial modelling and negotiations.
Financial advisor to a financial investor in a project management company, providing due diligence services including pricing analysis.
Financial advisor to an insurance brokerage on its financing for shareholder buyouts and acquisitions, including preparation of the financing proposal and negotiations with lenders.
Transaction advisor to the shareholders of Axis Insurance Manager in its sale to the Vertical Insurance Group, providing full sell-side advisory services.