P&C Insurance
InsureTech – Going down the Rabbit Hole
November 7, 2018
Valuation of an educational software business
Valuation of an educational software business for financing purposes.
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
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.
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
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
Prepared an independent expert witness report to quantify damages due to a breach of rental agreement.
Valuation of a global mining engineering firm
Performed annual valuation of a global engineering business to facilitate the transition of ownership interests.
Acquisition of a restoration company by strategic purchaser
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.
Sale of Double Trouble Brewing to Old Tomorrow
Advisor to the vendor on the sale of Double Trouble Brewing, including preparation of all sale materials, seeking buyers, controlling the auction process, negotiating the purchase price and final terms of the agreement.
Sale of trade school to financial purchaser
Financial and tax advisor to the shareholders of a trade school in its sale to a private equity firm, including advising on transaction structuring, financial projections and review of agreements.
