A Case for Private Equity Investors in P&C...
Exclusive financial advisors to BMS Canada Risk Services Ltd. in the divestiture of their Vancouver-based specialized book of business to Wylie-Crump Ltd.
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 for financing purposes.
Financial and tax advisors to August Corporate Partners throughout the acquisition process, with services that included deal structuring, tax planning and review of agreements.
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.
Prepared an independent expert witness report expressing our opinion on the value of an insurance brokerage for purposes of matrimonial litigation.
Exclusive financial advisors to the shareholders of DMW Insurance Ltd. in the sale of their business to Western Financial Group.
Prepared an independent expert witness report to quantify damages due to a breach of rental agreement.
Performed annual valuation of a global engineering business to facilitate the transition of ownership interests.
Financial and tax advisor to a strategic purchaser on the acquisition of a restoration company, providing due diligence services including quality of earnings report and tax structuring.