We help business owners sell, buyers acquire, and lenders say yes — for businesses valued $500K to $25M. Every deal is underwritten, buyer-qualified, and built to close.
One team across the whole transaction — valuation, buyers, and the financing stack that makes the deal fundable.
Valuation, confidential information memorandum, buyer sourcing, negotiation, and close. Off-market and confidential — never advertised.
Sell my business →Find, screen, and evaluate acquisition targets that fit your strategy — and your financing profile — before you spend a dollar on diligence.
Buy a business →Acquisition financing, CSBFL, BDC, bank term debt, GSA-backed lending, cash-flow and asset-based loans, operating lines — every kind of business and commercial financing, structured into a capital stack lenders actually approve. Private equity advisory now available on select mandates.
Explore financing →Valuation, business plans, due diligence support, CIM and lender-ready packaging, capital-stack and financeability reviews — available as standalone services at lower fees, with no full mandate required.
Ask about standalone services →Know an owner who should be having this conversation? We take good care of the people who send business our way — ask us about referral rewards for our partners. Talk to us →
One team across the whole transaction — no hand-offs, no black box.
Shown: a typical sell-side mandate. Buy-side and financing engagements follow the same discipline, tailored to your deal.
We start with your numbers: what the business is worth, what buyers actually pay for, and whether the deal can be funded as envisioned.
Financials normalized, CIM built, lender package prepared. Nothing advertised — NDAs first, always.
On sell-side mandates, we approach qualified buyers — never a blast list, never tire-kickers. On buy-side and financing mandates, we screen targets and structure the capital stack to lender standards.
Offers negotiated, financing structured and stress-tested, diligence managed through funding and close.
I used to sit on the bank’s side of the table. Seventeen years across M&A and Banking taught me exactly what lenders and buyers look for — now I sit on your side.
With early-career M&A and transaction advisory experience at KPMG, executive search at Heidrick & Struggles, an MBA in Marketing (IMT Ghaziabad), and CIFC certification, I bring a lender’s discipline to every mandate: finance ability tested before any bank sees the file.
A look at how deals in the $500K–$25M range are typically structured and funded. Illustrative, anonymized structures — actual terms vary by lender and file.
First-time buyer, strong operator, thin collateral. Needed a structure a senior lender would approve without delay.
Why it works: A clean structure with a fast lender-approval path.
Founder ready to exit after three decades. Buyer needed the price bridged without over-leveraging day one.
Why it works: The seller reaches full valuation without over-leveraging the buyer.
Workshops and sessions for business owners across Durham Region and beyond — on buying right, selling well, and getting funded.
Next up: our free BACD webinar “Buying a Business: What to Look For, the Red Flags & How to Get It Financed” — Monday, October 19, 9:30 AM ET, online.
Practical thinking on selling, buying, and financing businesses — from someone who has sat on the lender’s side of the table.
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Completely. Your business is never advertised — buyers sign NDAs before seeing anything identifiable, and your staff, customers, and competitors never hear about a sale from us.
It depends on the mandate. Sell-side engagements are typically success-based — we earn when your deal closes. Standalone services like valuations and business plans are fixed-fee, quoted up front. You always know the full structure before we start.
Most sales take 6–12 months from preparation to close. Financing-only files typically move faster — it depends on the lender and the complexity of the file.
Yes. We are based in Oshawa, Ontario, and work with owners, buyers, and lenders across Canada and the US.
Businesses valued between $500K and $25M — the lower mid-market where preparation and financing structure make the biggest difference.
Whether you are buying, selling, or financing — every discussion starts with a straightforward look at your numbers.
Prefer to start with numbers? Get a free valuation estimate
