Selected Experience

Anonymized case studies

Experience demonstrated without exposing confidential client information. Client identities, transaction values, and results are never invented, and details below are illustrative until verified and approved for publication.

Growth Capital Strategy

Indigenous Manufacturing Business

Western Canada

Placeholder, pending verification

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.
Outcome: Placeholder. A committed facility and a reporting cadence the lender could underwrite. Specific figures to be confirmed with the client before publication.

Buy-Side M&A and Due Diligence

Development Corporation

Canada

Placeholder, pending verification

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.
Outcome: Placeholder. A renegotiated structure and a defensible board decision. Transaction details withheld pending client approval.

Grants and Non-Dilutive Capital

Indigenous Enterprise, Multi-Site

Canada

Placeholder, pending verification

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.
Outcome: Placeholder. A blended capital plan that preserved ownership. Program names and amounts to be confirmed with the client.