Fractional CFO
Senior finance leadership for companies preparing for a raise, a transaction or a listing, without a full-time hire. We take on a small number of part-time CFO and management consulting engagements where we can make a measurable difference.
- Capital structure
- Financial models & budgets
- Board & investor reporting
- Transaction readiness
- Governance
Part-time or interim, by engagement
Family office structuring
Cross-border holding structures for families and fund managers, established and administered with licensed multi-family office partners in regulated jurisdictions. Includes succession, estate and governance planning.
- Holding companies
- Trusts & foundations
- Fund vehicles (incl. Singapore VCC)
- Cross-border SPVs
- Ongoing administration
Managed services from USD 10M in liquid assets
Capital raising
Growth capital, pre-IPO rounds, and mezzanine or convertible facilities for established companies, plus equity for large commercial real estate construction and development projects. We prepare the investor package, pre-qualify investors from our network, co-present where useful, and advise through negotiation to close.
- Executive summary & deck
- Valuation model
- Financial projections
- Commercial real estate equity
- Investor introductions
Typical raise: USD 5M and above
Debt financing
Debt sourced from private and institutional family offices, debt funds and lenders, matched to each lender's stated mandate. We work with corporations, family offices, foundations, trusts and investment funds.
- Working & growth capital
- Bridge loans
- Asset-backed & revenue-based
- Real estate construction
- Infrastructure
- Acquisition & LBO financing
Loan sizes: USD 1M – 800M
M&A, private equity and specialty transactions
Buy-side mandates from family offices and private funds seeking income-producing real estate, renewable energy assets and profitable North American businesses, plus pre-IPO secondary positions and fund-of-funds allocations. We also review specialty mandates that fall outside standard categories, case by case.
- Business acquisitions
- Income-producing real estate
- Green & renewable assets
- Pre-IPO secondaries
- Listing advisory (CSE, TSX)
- Specialty transactions
Business acquisitions: EBITDA USD 1M – 5M