Employee buy-in on a veterinary hospital

Employee buy-in on a veterinary hospital

Financial advisor to an employee on an equity investment in a veterinary hospital, providing assistance on pricing and negotiation strategy.

 
Acquisition of retail merchandiser by strategic purchaser

Acquisition of retail merchandiser by strategic purchaser

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.

 
Sale of beverage distributor to financial purchaser

Sale of beverage distributor to financial purchaser

Transaction and tax advisor to the shareholders of a beverage distribution company in its sale to a financial purchaser.

 
Sale of Wyatt Dowling Insurance Brokers to Wawanesa Insurance

Sale of Wyatt Dowling Insurance Brokers to Wawanesa Insurance

Transaction advisor to the shareholders of Wyatt Dowling Insurance Brokers in its sale to Wawanesa Insurance, providing full sell-side advisory services.

 
Acquisition of Insurance Brokerage

Acquisition of Insurance Brokerage

Calculation of post-closing adjustments on the acquisition of an insurance brokerage by a private equity firm.

 
Short-term bridge financing for import/distribution company

Short-term bridge financing for import/distribution company

Financial advisor to a distribution company on its short-term bridge financing, including preparation of the financing proposal and negotiations with lenders.

 
Acquisition of Key Insurance Services by Waypoint

Acquisition of Key Insurance Services by Waypoint

Financial advisor to Waypoint Insurance on Key Insurance, advising on transaction structure, financial modelling and negotiations.

 
Acquisition of project management company

Acquisition of project management company

Financial advisor to a financial investor in a project management company, providing due diligence services including pricing analysis.

 
Refinancing of insurance brokerage for shareholder buyout

Refinancing of insurance brokerage for shareholder buyout

Financial advisor to an insurance brokerage on its financing for shareholder buyouts and acquisitions, including preparation of the financing proposal and negotiations with lenders.

 
Sale of Axis Insurance Managers Inc. to Vertical Insurance Group

Sale of Axis Insurance Managers Inc. to Vertical Insurance Group

Transaction advisor to the shareholders of Axis Insurance Manager in its sale to the Vertical Insurance Group, providing full sell-side advisory services.

 
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