Selected Experience

Case studies

Growth Capital Strategy

Indigenous Manufacturing Business

Western Canada

Situation: An established Indigenous owned manufacturer had won larger supply contracts than its working capital could carry, and its bank had stalled on an increase.
Challenge: Financials were internal only, the month end close ran past six weeks, and a shareholder loan structure was slowing every credit review.
Advisory approach: We normalized the statements, modelled true debt capacity, and ran a managed process across Indigenous Financial Institutions and a commercial lender in parallel.

Buy-Side M&A and Due Diligence

Canada

Situation: A community development corporation was acquiring an operating business outside its core sector and needed an independent read on quality of earnings.
Challenge: The vendor's numbers looked strong on the surface, but working capital and customer concentration had not been tested.
Advisory approach: We built the valuation range, ran a focused quality of earnings review, and reframed the deal structure and financing around the risks we found.

Grants and Non-Dilutive Capital

Canada

Situation: A scaling Indigenous enterprise wanted to fund an expansion without giving away ownership or overloading the balance sheet with debt.
Challenge: Grant programs were fragmented across federal, provincial, and Indigenous funds, each with its own intake window and eligibility rules.
Advisory approach: We sequenced non-dilutive capital first to lower the amount at risk, then structured the debt that followed around the confirmed contributions.