Acquisition

Sale of Waypoint Insurance Services Inc. to Navacord Corp.

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.

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.

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.

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

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.

Acquisition of Insurance Brokerage

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

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

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

Investment in online retail company

Financial advisor to a family office on a debt and equity investment in an online retail company, providing due diligence services including quality of earnings report.