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C
10 services
Capital Architecture & Investment Advisory
Delivered under the NI 31-103 s.8.25 publishing exemption.
Mandates in this practice
C-201$15–40kC-202$8–18kC-203$6–15kC-204$12–30kC-205$10–25kC-206$6–15kC-207$8–20kC-208$9–22kC-209$3.5–7.5kC-210$7–16k
Fund Architecture Design
Fund structure: BC LP with a GP corporation.
Investment Thesis Development
Articulating and evidencing the investment thesis.
Target Screening & Identification
Sourcing and first-pass screening of targets.
Due Diligence Orchestration
Organising and coordinating the diligence workstreams.
Deal Structuring Support
Support on transaction structure and terms.
Investor Relations Setup
Standing up the investor relations function.
Capital Raise Documentation
The document package for a financing round.
Canadian Company Investment Analysis
Fundamental analysis and financial model of a Canadian company.
Equity Research Note & Rating
A published note with a rating — general advice, not a personalised recommendation.
Sector / Thematic Investment Brief
Sector or thematic research brief.