Services

Sale of Waypoint Insurance Services Inc. to Navacord Corp.

Financial modelling for a number of start-up craft brewing companies

Financial modelling for several craft beer start-up businesses to assist in business planning and financing.

Sale of Del Fisher Insurance Inc. to Hub International Canada West ULC

Smythe Advisory acted as the exclusive divestiture advisors for Del Fisher Insurance Inc., a Calgary-based P&C brokerage, for its sale to HUB International Canada West ULC.

Sale of Rhodes Wellness College to Private Purchaser

Smythe Advisory acted as the exclusive divestiture advisors to Rhodes Wellness College in the sale of their business to a private 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.

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

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 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.