” There are many intelligent people in business but perseverance is key to success. In business, perseverance, not intelligence, is omnipotent. “

INVESTMENT BANKING

Capital Raising

WE HAVE ARRANGED AND NEGOTIATED VENTURE CAPITAL AND PRIVATE EQUITY INVESTMENTS, PRIVATE INVESTMENTS IN PUBLIC COMPANIES, GROWTH CAPITAL FOR BUSINESS EXPANSION, RESTRUCTURING CAPITAL, AND PROVIDED COUNSEL TO RESTRUCTURE AND/OR RECAPITALIZE BALANCE SHEETS.

WE HAVE EXPERIENCE WITH DEBT, EQUITY AND/OR QUASI EQUITY, WITH A VIEW OF MINIMIZING THE COST OF CAPITAL FOR OUR CLIENTS.

We have experience with

PRIVATE PLACEMENTS INTO PRIVATE COMPANIES (DEBT, EQUITY, OR QUASI EQUITY)

PIPES (PRIVATE INVESTMENTS IN PUBLIC EQUITY)

BANK FINANCING FOR ASSET PURCHASES AND EXPANSION

ARRANGING AND NEGOTIATING CAPITAL FOR MANAGEMENT-LED BUYOUTS

MOVING TO THE PUBLIC MARKETS

Mergers, acquisitions & divestitures

WE EXECUTE FOR PRIVATE AND PUBLIC COMPANIES BUY-SIDE AND SELL-SIDE TRANSACTIONS.

WE COUNSEL CLIENTS ON M&A ISSUES, ENSURING THAT M&A TRANSACTIONS ARE WELL-STRUCTURED AND EXPERTLY NEGOTIATED. THROUGHOUT THE TRANSACTION, WE KEEP CLIENTS BRIEFED ON THE MYRIAD OF COMPLEX BUSINESS, TAX AND INTEGRATION ISSUES THAT MAY AFFECT THE TRANSACTION.

Cannabis Mergers, Acquisitions & Divestitures

We have been active in the cannabis market since 2017 as direct investors and advisors. Our reach in this sector is global.

Public Market Transactions

James Edward has the experience to lead management teams into the capital markets world. We can seamlessly assist private companies develop and then execute a capital markets strategy, and manage all or select stages of the going-public process so that clients can focus on the daily operations of their business.

BUSINESS ADVISORY

LEARNING ON THE JOB IS A VERY COSTLY WAY OF LEARNING. OUR TEAM HAS BEEN THERE. OUR EXPERIENCED PROFESSIONALS WILL GUIDE YOU AND MITIGATE RISK.

OUR BUSINESS ADVISORY ENHANCES THE VALUE OF OUR CLIENT’S BUSINESS BY WORKING WITH THE BOARD AND MANAGEMENT IN A NUMBER OF WAYS.

WE BUILD MANAGEMENT AND BOARD STRENGTH BY SOURCING SEASONED INDEPENDENT EXECUTIVES WHOSE EXPERTISE WILL ADD VALUE. OCCASIONALLY, WE SIT ON CLIENTS’ BOARDS OURSELVES, AND ACT AS INTERIM SENIOR MANAGERS.

Corporate Strategy and Management

WE START WITH A PLAN AND OPTIMIZE IT TO GET YOU TO YOUR DESTINATION AS QUICKLY AS POSSIBLE.

WE ASSIST MANAGEMENT WITH THE DEVELOPMENT AND IMPLEMENTATION OF CORPORATE STRATEGY. SUCH PLANS MAY INCLUDE PRODUCT STRATEGY, FINANCING STRATEGY, CAPITAL MARKETS STRATEGY, MERGER AND ACQUISITION STRATEGY, SHAREHOLDER SUCCESSION AND EXIT STRATEGIES.

FINANCIAL CORPORATE RESTRUCTURING

Companies in financial difficulty often have no cash management or asset financing strategy. Many companies use their operating lines to fund all activities of the business including fixed assets. Their cash flow analysis and forecasting capabilities are often incomplete and consequently they do not manage their borrowing in line with the natural cycle of their business and/or the life of their asset base.

We work to enhance the value of assets and in structuring and executing a financial plan and corporate organization that will ensure sustainable growth and value creation.

How can we help your business emerge?