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