IndustriesPrivate equity
Private equity
Support across the private equity investment lifecycle
We work alongside deal teams and portfolio company management, from diligence and valuation to value creation and exit.
Talk to us about a deal, a portfolio company or an exit.
Who we work with
From diligence to exit
Private equity value is created in the details, under tight timelines. We support investment teams and management at each stage of the hold.
Deal teams
Financial due diligence, quality of earnings, valuation and models that support an investment decision under deal timelines.
Portfolio companies
Value creation plans, margin and working capital improvement, and finance functions that meet investor reporting standards.
Independent sponsors and family offices
Deal modeling, diligence and financing support for investors without a large in-house team.
Decisions we support
The decisions investment teams bring to us
Each one links to the practice that handles it, so you can go from the question in front of you to how we answer it.
Diligence under deal timelines
Financial due diligence and quality of earnings that test the numbers behind a deal.
Valuing the target
Valuations and returns analysis that set a price you can defend.
A value creation plan the board will back
Pricing, cost and working capital levers turned into a plan with targets management can own.
Finance leadership in portfolio companies
Interim and fractional CFO support, reporting and controls that meet investor standards.
Add-on acquisitions
Screening, valuation and diligence for add-ons, and integration planning after close.
Fixing an underperforming investment
Diagnosing performance problems and building a recovery or restructuring plan.
Our perspective
The thesis is set at entry, but returns are made in a plan management can own after close.
We work from diligence through the hold, testing the numbers behind a deal and turning pricing, cost and working capital levers into targets the board can track.
Selected work
See how our engagements come together
From diligence and valuation to value creation and exits, our selected work shows the range of companies we serve and the decisions we help them make.
The firm
An independent firm, built around the work
Engagements are principal-led and staffed to the work, drawing on our network of legal, tax and audit partners where a scope requires it.
Many of our relationships continue well beyond the first mandate, as fractional controller or CFO, as research partner, or as adviser on the next raise or transaction.
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.
Questions
Questions investment teams ask us
Do you provide quality of earnings reports?
Yes. We prepare quality of earnings analyses for buyers, sellers and lenders, adjusting reported earnings to show the sustainable earnings a deal is priced on.
Can you support portfolio companies after close?
Yes. We work with management on value creation plans, reporting and finance functions, including fractional CFO roles where the company needs senior finance leadership.
Do you only work with companies in British Columbia?
No. We are based in Vancouver and work with companies across Canada and internationally.
What does an engagement cost?
It depends on the scope. After a first conversation we send a written proposal with deliverables, timing and fees, so you know the cost before any work begins.
Capabilities
Related capabilities
Private equity services
Business valuation
Finance and strategy integration
Fractional CFO
Mergers and acquisitions
Restructuring and turnaroundAlso for private equity teams: Quality of earnings in Vancouver, Financial due diligence in Vancouver
