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Mergers and acquisitionsInvestment banking

Investment banking in Vancouver

Independent investment banking advice for founder-led and mid-market companies in Vancouver: selling a business, buying one, raising capital and structuring the deal. The analysis, materials and negotiation support of an investment bank, without the conflicts or the layers.

When clients call us

Six transactions we advise on

Most of our work is a single high-stakes transaction for a company that does not have a corporate development team of its own.

A founder’s first exit

Selling a company the owner built, with a process that protects the business and the people in it.

A recapitalization

Bringing in a partner to take money off the table while the founder keeps running the business.

A tuck-in or strategic acquisition

Buying a competitor, a supplier or a capability, at a price the combined business can justify.

A roll-up strategy

A series of acquisitions under one platform, with the financing and integration to make them add up.

A growth raise

Equity or hybrid capital for expansion, with the model and materials to support it.

A portfolio transition

A private equity-backed company preparing for a sale, a refinancing or a change of sponsor.

How we help

Investment banking services in Vancouver

Investment banking advisory for founder-led businesses, growth companies, mid-market firms and private equity-backed companies in Vancouver. We act as your transaction team, from preparation to closing.

Sell-side M&A advisory

The full exit process, from financial preparation and valuation to outreach, diligence and closing, positioned to attract the right buyers rather than any buyer.

M&A in Vancouver

Buy-side and acquisition strategy

Sourcing and evaluating targets, assessing fit, modeling the deal and structuring the offer, as your in-house transaction team.

Capital raising support

Models, pitch materials and use-of-funds plans for a raise. We do not place securities; we make sure you are investor-ready and negotiating from strength.

Capital raising in Vancouver

Valuation and deal modeling

Detailed, defensible models, from valuation to accretion and dilution and scenario planning, so decisions rest on data.

Business valuation in Vancouver

Exit planning and readiness

Not ready to sell? We align the financials, clean up the reporting and clarify the value drivers future buyers will pay for.

Quality of earnings in Vancouver

Investor materials and storytelling

Investor decks, confidential information memoranda and supporting analysis that engage the right audience and move the conversation forward.

Transactions in Vancouver

How deals get done in Vancouver

Vancouver is a relationship market. Most private companies here are founder-led, margins are tight and growth is often hard-won rather than funded by unlimited capital. Large investment banks concentrate on public companies and larger transactions, so many founder-led and mid-market companies go to market without a dedicated adviser.

We fill that gap. We know the strategic acquirers, private equity firms, family offices, search funds and lenders active in British Columbia and beyond, and we bring structure, judgment and clear communication to every deal.

Read our analysis of valuation multiples in Vancouver.

A mid-market gap

Many Vancouver companies are too small for a large investment bank and too complex for a business broker. They still need a full process: preparation, a targeted buyer list, competitive tension and negotiation.

Buyers from outside British Columbia

Strategic buyers from Alberta, Ontario and the U.S., and private equity firms building Western Canadian platforms, are frequent acquirers here. Reaching them takes preparation and a process they will take seriously.

Roll-ups and consolidators

Fragmented sectors, from trades and services to distribution, attract consolidators. Owners selling to one, and companies building one, need different advice on value and structure.

Capital close to home

Vancouver’s venture funds, family offices and public markets give companies more financing options than many cities their size, including a listing on the TSX Venture Exchange or the CSE as an alternative to a private deal.

Our view

Not a traditional investment bank, by design

We do not underwrite securities or act as a broker-dealer. Our role is the one founders most need in a transaction: strategic advice, valuation and deal support from people who do the analysis themselves.

That keeps our advice independent of the size of the deal and of any product a bank wants to sell. It also means the analysis is done by the same people who advise you, from the first call to closing.

Watch: The Right Deal, Done the Right Way

How a sale process works

Five stages from readiness to closing

We run a transaction as one project, so management can keep running the business. You receive a written proposal with the scope, stages and fee before any work begins.

Buying rather than selling? The process runs the other way: strategy, screening, valuation, offer and diligence.

Presenting to a client team in a boardroom
  1. ReadinessWe prepare the financials, agree a realistic range and fix what a buyer would discount for.
  2. MaterialsWe build the confidential information memorandum, the model and the data room.
  3. OutreachWe approach a targeted list of strategic and financial buyers under confidentiality.
  4. NegotiationWe compare offers on price, structure and risk, and negotiate the strongest.
  5. ClosingWe manage diligence and work with your lawyer and accountant through to closing.

Considering a sale, an acquisition or a raise?

Discuss a transaction

Selected clients

Companies we have worked with

View selected work

170+Engagements since 2016
$300m+Transactions and financings advised
2016Founded in Vancouver
Battery X Metals logoBuildDirect logoCedar Coast Capital logoDraganfly logoHelios Wire logoIan Scott International logoKegshare logoKeirton logoQwick Media logoReship logoSubway logoUltimate Tools logo

Frequently asked questions

Investment banking questions we hear most often

We provide investment banking advice on mergers, acquisitions, capital raising and valuation, but we are not a traditional investment bank. We do not underwrite securities or act as a broker-dealer; where a registered dealer is needed, we work alongside one.

Larger banks focus on public companies and larger mandates. We focus on founder-led and mid-market private companies, with senior attention throughout and advice that does not depend on selling a product.

Mostly private company transactions in the lower and middle market, where the owner needs a full process but not a large bank. A first conversation will tell you whether we are the right fit.

Yes. We advise owners on sales and recapitalizations, and companies, private equity firms and search funds on acquisitions.

Through our network of strategic acquirers, private equity firms, family offices, search funds and lenders, and through targeted outreach agreed with you before anyone is contacted.

It depends on preparation, the market and the buyer. Once a buyer is chosen, financial due diligence typically takes two to six weeks before the purchase agreement is finalized.

Fees depend on the scope and size of the transaction. They are set out in a written proposal after a first conversation, so the cost is clear before any work begins.

No. Vancouver is our home base, and we advise on transactions across British Columbia and Canada, including Toronto and Montreal, as well as cross-border deals.

Have a question that isn’t covered here? Ask us directly.

Start a conversation

Talk to us about a transaction

Tell us what you are considering and your timing. Everything you share is confidential, and we will come back with the questions that matter for your situation.

What happens next

1We reply within 24 hours.
2A confidential call about your objectives, your timing and the outcome you need.
3A written proposal with scope, stages and fee, before any work begins.

Office

Alphabridge Group Inc.555 Burrard StreetVancouver, BC V7X 1M8

We use your details only to respond to your inquiry.

Discuss a transaction