TRUELIGHT PARTNERS

Financial Advisory and Investment firm focused on building value and long-term partnerships with Western Canadian mid-market businesses

We bring a long track record of successful execution, leadership and transformation across a range of companies, industries and transactions with deep experience in corporate finance, investment banking, lending, restructuring and private equity.

CORPORATE FINANCE & STRATEGIC ADVISORY

We partner with companies and owners to achieve their growth ambitions and strategic goals via organic growth, acquisitions, restructuring or sale of the business. We successfully advise and guide companies with their most important and complex transactions and strategies.

We leverage our experience and network to bring maximum value to our clients and partner companies via:

CAPITAL RAISING ADVISORY TO FACILITATE GROWTH, Acquisitions and working capital

CAPITAL STRUCTURE OPTIMIZATION with creative FINANCING STRUCTURES TO INCREASE FLEXIBILITY AND RE-INVEST CAPITAL INTO THE BUSINESS
ACCESS TO OUR NETWORK OF CAPITAL PROVIDERS and investors
MERGER, SALE and ACQUISTION ADVICE AND GUIDANce (Financial modeling, FOREcasting and sensitivity analysis)
STRATEGIC FINANCIAL ADVICE targeted towards planning, BUSINESS DEVELOPMENT AND GROWTH ASSISTANCE
TRANSPARENT AND CONSISTENT COMMUNICATION WITH KEY EXTERNAL STAKEHOLDERS AND CAPITAL PROVIDERS
BOARD DEVELOPMENT AND LEADERSHIP GUIDANCE

PRINCIPAL CAPITAL INVESTMENT

We selectively invest our own principal capital alongside our network of co-investor partners (high net worth individuals, family offices and funds) to provide greater responsiveness, alignment and deal certainty along with a patient and long-term approach to growth. We focus on co-investing in high-quality lower to middle market companies where we can add substantial value through both capital and experience.

Key Industry Verticals

Opportunistic Real Estate

Energy

Project Finance

Public Market Special Situations

Technology

Healthcare

Investment Types and Approach

growth capital
acquisitions
succession: management buy-out and recapitalization
Flexible terms and tailored structure
Aligned financial partner capital combined with active involvement (board seat / CFO role) to accelerate financial value and long-term goals

FOUNDER AND PRINCIPAL

ADIL LALANI, CFA, MBA

20+ years of experience in leadership roles in investment banking, private equity, lending and direct investing with high performing institutional and global firms

Successful track record of equity investing, lending and corporate finance across the entire capital structure (senior and mezzanine debt, equity, joint ventures and M&A) with total transaction volume exceeding $6 billion
Strategic advisor and investor across a wide range of public and private companies, institutional fund managers and family offices in oil and gas, real estate, technology and diversified industries
experienced board director and trusted advisor
CFA Charterholder
Bachelor of Commerce (Honours) from Queen’s University and MBA from Kellogg School of Management (Northwestern University).

Financial Advisory and Investment firm focused on building value and long-term partnerships with Western Canadian mid-market businesses

We bring a long track record of successful execution, leadership and transformation across a range of companies, industries and transactions with deep experience in corporate finance, investment banking, lending, restructuring and private equity.

CORPORATE FINANCE & STRATEGIC ADVISORY

We partner with companies and owners to achieve their growth ambitions and strategic goals via organic growth, acquisitions, restructuring or sale of the business. We successfully advise and guide companies with their most important and complex transactions and strategies.

We leverage our experience and network to bring maximum value to our clients and partner companies via:

CAPITAL RAISING ADVISORY TO FACILITATE GROWTH, Acquisitions and working capital

CAPITAL STRUCTURE OPTIMIZATION with creative FINANCING STRUCTURES TO INCREASE FLEXIBILITY AND RE-INVEST CAPITAL INTO THE BUSINESS

ACCESS TO OUR NETWORK OF CAPITAL PROVIDERS and investors

MERGER, SALE and ACQUISTION ADVICE AND GUIDANce (Financial modeling, FOREcasting and sensitivity analysis)

STRATEGIC FINANCIAL ADVICE targeted towards planning, BUSINESS DEVELOPMENT AND GROWTH ASSISTANCE

TRANSPARENT AND CONSISTENT COMMUNICATION WITH KEY EXTERNAL STAKEHOLDERS AND CAPITAL PROVIDERS

BOARD DEVELOPMENT AND LEADERSHIP GUIDANCE

PRINCIPAL CAPITAL INVESTMENT

Key Industry Verticals

Opportunistic Real Estate

Energy

Project Finance

Public Market Special Situations

Technology

Healthcare

Investment Types and Approach

growth capital

acquisitions

succession: management buy-out and recapitalization

Flexible terms and tailored structure

Aligned financial partner capital combined with active involvement (board seat / CFO role) to accelerate financial value and long-term goals

ADIL LALANI, CFA, MBA

20+ years of experience in leadership roles in investment banking, private equity, lending and direct investing with high performing institutional and global firms

Successful track record of equity investing, lending and corporate finance across the entire capital structure (senior and mezzanine debt, equity, joint ventures and M&A) with total transaction volume exceeding $6 billion

Strategic advisor and investor across a wide range of public and private companies, institutional fund managers and family offices in oil and gas, real estate, technology and diversified industries

experienced board director and trusted advisor

CFA Charterholder

Bachelor of Commerce (Honours) from Queen’s University and MBA from Kellogg School of Management (Northwestern University).

Contact us

LinkedIn: Adil Lalani

CALGARY, ALBERTA, CANADA