Financial Consultant in Toronto Seeking Businesses Upto CAD 100 million

I serve as president, representing a financial services company. We are a Canadian-based commercial finance and capital placement firm that assists businesses, developers, and project sponsors in securing debt and equity financing through our network of private, institutional, and alternative capital providers. We can assess whether the project aligns with current lender and investor appetite and discuss potential financing structures available. We acts solely as an intermediary and capital placement firm and is not a direct lender. Any financing remains subject to lender review, due diligence, underwriting, and final approval.

Our fee structure depends on the nature, size, complexity, and stage of the transaction. We typically require an upfront retainer or work fee before commencing detailed review, advisory work, lender/investor preparation, or transaction execution. This covers initial analysis, structuring, documentation review, and preparation of the financing or acquisition package.
In addition, we generally charge a success fee upon closing, which is based on the amount of capital raised, financing secured, or transaction value completed. Success fees are typically negotiated in advance and may range from approximately 2% to 5%, depending on the transaction type, size, and complexity. For larger or more complex mandates, we may also use milestone-based fees tied to specific stages, such as transaction review, preparation of materials, lender/investor outreach, term sheet negotiation, and closing support.
All fees are disclosed and agreed to in writing before work begins. We do not normally work on a purely success-fee-only basis, as serious transactions require proper upfront review, preparation, and execution.

Acquiring / Buying a Business, Investing in a Business, Lending to a Business, Buying Business Assets, Taking up a Franchise / Distributorship / Sales Agency, Take a Distributorship

We look for businesses that are real, documented, understandable, financeable, and operated by serious principals.
Before investing, acquiring, financing, or advising, we focus on:
* Proven revenue and paying customers.
* Strong or explainable financial performance.
* Experienced management.
* Clear use of funds.
* Hard assets or collateral where financing is involved.
* Proper documentation.
* Realistic valuation.
* Clear repayment or exit strategy.
We generally like established operating businesses, especially in manufacturing, industrial, logistics, equipment-heavy sectors, healthcare services, essential services, food production, business services, franchises, and real estate-backed businesses. We are cautious with pre-revenue concepts, highly speculative startups, businesses seeking 100% financing with no equity or collateral, poor bookkeeping, unpaid taxes, unclear ownership, weak documentation, and heavily regulated businesses without proper compliance. In short, we are open to complex businesses, but not unclear or unsupported transactions.

• Connected with 4 businesses
• Received 2 proposals
• Received a proposal from Software development company offering staff augmentation services aiding it's partner's customers and reducing service costs.
• Received a proposal from E-commerce office furniture brand serving remote workers through scalable Shopify-based ergonomic workspace solutions.