Acquisition of industrial distributor by financial purchaser

Acquisition of industrial distributor by financial purchaser

Financial and tax advisor to a family office on the acquisition of an industrial distribution company, providing due diligence services, including quality of earnings report and structuring.

 
Sale of select BMS Canada Risk Services Ltd. assets to Wylie-Crump Ltd.

Sale of select BMS Canada Risk Services Ltd. assets to Wylie-Crump Ltd.

Exclusive financial advisors to BMS Canada Risk Services Ltd. in the divestiture of their Vancouver-based specialized book of business to Wylie-Crump Ltd.

 
Sale of Wilfred Leong Insurance Agencies Ltd. to Murrick Group

Sale of Wilfred Leong Insurance Agencies Ltd. to Murrick Group

Exclusive financial advisors to the shareholders of Wilfred Leong Insurance Agencies Ltd. in the sale of their business to Murrick Group.

 
Valuation of an educational software business

Valuation of an educational software business

Valuation of an educational software business for financing purposes.

 
Acquisition of Exocor by August Corporate Partners

Acquisition of Exocor by August Corporate Partners

Financial and tax advisors to August Corporate Partners throughout the acquisition process, with services that included deal structuring, tax planning and review of agreements.

 
Sale of Shuswap Insurance Brokers to SASCU Financial Group

Sale of Shuswap Insurance Brokers to SASCU Financial Group

Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.

 
Expert report for insurance brokerage in matrimonial dispute

Expert report for insurance brokerage in matrimonial dispute

Prepared an independent expert witness report expressing our opinion on the value of an insurance brokerage for purposes of matrimonial litigation.

 
Acquisition of DMW Insurance Ltd. by Western Financial Group

Acquisition of DMW Insurance Ltd. by Western Financial Group

Exclusive financial advisors to the shareholders of DMW Insurance Ltd. in the sale of their business to Western Financial Group.

 
Loss of earnings report for retail store

Loss of earnings report for retail store

Prepared an independent expert witness report to quantify damages due to a breach of rental agreement.

 
Valuation of a global mining engineering firm

Valuation of a global mining engineering firm

Performed annual valuation of a global engineering business to facilitate the transition of ownership interests.

 
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