Corporate Finance 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 successfully advise and assist companies and owners to achieve their growth ambitions and strategic goals via revenue growth, acquisitions, restructuring or sale of the business.

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

  • CAPITAL RAISING Assistance 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

  • LEADERSHIP, Governance and transition 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 fund growth capital, acquisitions and owner succession. We provide greater responsiveness, alignment and deal certainty along with a patient and long-term approach to growth. We are an aligned financial partner with substantial value added through both capital and experience.                                                                         

Key Industry Focus Areas

Real Estate

Energy

Project Finance

Public Market Special Situations

Technology

Healthcare

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

  • Bachelor of Commerce (Honours) from Queen’s University

  • MBA from Kellogg School of Management (Northwestern University)

  • CFA Charterholder

Contact us

LinkedIn: Adil Lalani

CALGARY, ALBERTA, CANADA