Fractional CFO
Senior finance leadership and a working finance function for growing companies, on a full-time or part-time basis. We oversee accounting and month-end close, financial reporting, tax and regulatory compliance, and FP&A, and prepare the business for audits, a raise or a transaction. We take on a small number of engagements where we can make a measurable difference.
- Accounting oversight & month-end close
- Financial reporting (IFRS, ASPE, US GAAP)
- Tax & regulatory compliance
- FP&A, budgets & forecasts
- Cash flow & treasury
- Audit preparation
- Board & investor reporting
- Transaction readiness
Full-time, part-time or interim, on monthly retainer
Fractional CFO in Vancouver →
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
Capital raising →
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
Debt financing →
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