Anonymised engagements
Five anonymised engagements: the problem the client arrived with, what we did, and what changed. Client names, figures that could identify a party and confidential terms are withheld.
Industrial manufacturing · Western Canada
Illustrative composite — not a named client engagement
An owner-managed plant needed CAD 12–18M for a new line, but three lenders had asked for evidence the company could not assemble.
Capital structure review, stress-tested cash model, lender-ready evidence pack.
A single financing route was chosen and taken to committee with a documented downside case.
Infrastructure programme · public sector supplier
Illustrative composite — not a named client engagement
A programme was eight months behind with no agreed view of why, and reporting differed between contractors.
Independent programme review, one risk register, recovery schedule with decision gates.
The client and contractors worked from one schedule and one risk list; two gates were re-baselined.
Technology services · entering Canada
Illustrative composite — not a named client engagement
A founder wanted to enter the Canadian market and did not know which entity, tax and hiring route to take.
Market entry option set, cost-to-operate model, 12-month sequencing plan.
One entry route was selected with a written list of what would trigger a change of plan.
Agri-processing · grant and loan blend
Illustrative composite — not a named client engagement
A company had been rejected twice by a funding programme and did not know whether it was eligible at all.
Eligibility screen, programme shortlist, application evidence and budget narrative.
Two programmes were dropped as unsuitable; one application was submitted complete on the first pass.
Energy · board-level scenario work
Illustrative composite — not a named client engagement
A board could not agree whether to commit capital now or wait for regulatory clarity.
Four scenarios with early-warning signals, watch list and a decision calendar.
The board deferred one decision to a named trigger instead of a date, and released a smaller first tranche.
Named cases and client logos are published only with written client consent. Ranges are indicative and rounded.