Analysts by trade, we study the forces that make a business thrive, with discipline, focus and humility. We work as partners to our clients, by their side when it matters most.
Selected work
How we work
Long-term partners to the companies we serve
Our engagements are principal-led and hands-on, from the first model through to execution. We take the time to understand how each business makes money and what stands in the way of its next stage, so the work holds up when decisions are made.
Many of our relationships continue well beyond the first mandate. We serve as fractional controller and CFO for growing companies, provide ongoing research coverage for listed issuers, and return for the next raise, acquisition or valuation as our clients grow.
- Principal-ledSenior attention from scoping through delivery.
- Hands-onInvolved from the first model through to execution.
- For the long termOngoing roles as controller, CFO and research partner.
Filter by practice
Showing engagements
Transactions
BuildDirect Technologies
Supported BuildDirect’s management team in executing its M&A and growth strategy.
An online marketplace for building materials, serving homeowners and professionals across North America.
Capital
Draganfly Inc.
Prepared the financing package behind Draganfly’s $20M raise and its uplisting to NASDAQ.
A leading commercial drone company and one of the pioneers of its industry.
Valuation
Cedar Coast Capital Corp.
Evaluated the investment case for the firm’s largest mixed-use project to date, spanning 170 acres of residential and commercial space.
A Vancouver real estate development and investment firm active across the Pacific Northwest.
Transactions · Capital
Field House Brewing Co.
Advised Field House on growing through acquisition and on raising the capital to fund that growth.
A craft brewery in Abbotsford, BC, with multiple tasting rooms and an apparel line.
CFO & Performance
Ultimate Tools
Serves as fractional controller, managing the company’s cash flow, financial statements and financial modeling.
A Burnaby, BC distributor of woodworking machinery and equipment.
Research
SAGA Metals
Provides equity research coverage as the company develops its strategic metals resources.
A Vancouver critical minerals explorer (TSXV: SAGA) advancing the Radar titanium-vanadium project in Labrador.
Research
Ares Strategic Mining
Initiated equity research coverage to build investor awareness as the company scales up production.
The only permitted and producing fluorspar mine in the United States.
CFO & Performance
Keirton
Implementing finance dashboards and managing the company’s ERP integration.
A Surrey, BC engineering and R&D firm focused on cannabis processing.
CFO & Performance · Capital
Kegshare
Reshaped the business model and pricing to position Kegshare for nationwide expansion and a capital raise.
A Vancouver keg-pooling platform for the craft beverage industry, with over 40,000 kegs in circulation across Canada.
Capital
NiceLife Cocktail Co.
Prepared NiceLife for its $1.5M capital raise.
A Port Coquitlam, BC maker of premium real-juice cocktails and spirits.
CFO & Performance
SUB Sometco
Improved profitability across a group of 11 Subway restaurants, lifting gross margin by 6%.
A multi-unit Subway franchisee.
CFO & Performance
Kater
Built the financial plan behind the launch of Vancouver’s first ride-hailing platform, including the capital the launch would require.
British Columbia’s ride-hailing service.
Transactions
Ian Scott International
Assessed the feasibility of acquiring and selling a portfolio of condotel assets in Bali, Indonesia.
An international retail and leisure brokerage and investment agency based in London.
Much of our work is confidential. We are glad to discuss relevant experience directly.
