Life & Health Insurance Investment Banking Firms in Calgary

Interests: A profitable and scalable business which generates recurring revenues and can be expanded. The team must have a competitive edge.

Background: Established in 1990, we are a boutique advisory firm that specializes in transactional and valuation development work for private, lower-middle market companies. Principals have extensive experience, track record and credentials in the SME segment.

Interests: We look for non-bankable growing business with a minimum of $1 million in revenue and 2 years in business.

Background: We are a capital advisory firm specializing in non-bank lending to lower and middle-market companies in the United States and Canada that are looking beyond traditional sources of capital across a variety of industries. We have some of the most extensive finance options in the business, so whether you need working capital, bridge, acquisition, or construction financing, to mention a few, we can help. Our team has a vast industry experience, broad market coverage, and unmatched customer service.

Interests: Our client is looking for businesses in Thailand. We are open to all sectors. On an individual level, I am looking for opportunities for myself as well in Canada.

Background: We are an accounting and advisory firm. We have been actively running for over 20 years. We charge an upfront fee of 250 USD per hour. We do not charge any success fee.

Interests: Looking to acquire private schools.

Background: We are the Industry Leader For Private School Sales. Working in the private education sector & is one of the most active M&A consulting firms in the K-12 & post-secondary education field. It is a value-added advisory that leverages our operating expertise & knowledge of education businesses to drive value for our clients. We work with school & business owners & buyers globally regarding the sale, start-up, & operation / management of private schools. We work with an extensive list of qualified buyers seeking to purchase businesses in variety of markets & school types.

Interests: Good cash flow, valued clients, good products and proper business valuation.

Background: I am an investor, tech-savvy and a banker. Our company is engaged in strategic advisory and financing services. We are currently looking at building our portfolio.

Interests: Would like to know the detailed executive summary and shareholders, existing collateral, financials for the last 3 years and clear objective for funds and repayment plan. Our clients are interested in furniture wholesaling, distribution, plastic manufacturing, insurance agency, hospitality industry, and hospitality supplies in Ontario, Canada.

Background: We are corporate investors and we looking for M&A in insurance, hospitality, home furnishing, and furniture distribution and IT companies. We do not charge any fee. We will buy 10-40 percent in your company and help to grow your business.

Interests: - We are open to any preferred approach you wish for your project either by debt financing or joint venture. - We are willing to invest in any project that needs funding and willing for beneficial genuine projects to fund as soft loans. - We grant loans to both corporate and private entities at a low-interest rate between 2.5% to 5% ROI per annum. The terms are very flexible and interesting. - Loan will require due diligence underwriting insurance performance bond is mandatory while JV will require professional risk assessment which would come at a cost. - The project impact needs to be assessed before any funding consideration and projects with higher impact are preferable. - We offer Collateral Transfer which is the delivery of assets from one party to another, often remitted in the medium of a Bank Guarantee. This process happens whereby the Providers agrees to issue the Bank Guarantee to the beneficiary in return for a rental or return, known as a Contract Fee. Both parties agree to enter into a Collateral Transfer Agreement, which governs the issuance and terms of the Guarantee.

Background: We are a recently founded independent technical and financial consultant who works with high-profile investors on financial and brokerage transactions. We specialize in transactional and valuation development. Our main focus is the impact project with a priority in the energy sector. If any company is looking for capital or has a desire to enter into a partnership, we are experts in bringing you to that. We do not charge upfront fees, we only charge at the success of the transaction.

Interests: - Sales revenue: $2 - $20 million CAD. - Profitability: $500k+ CAD operating income. - Industry focus: Business services, consumer products / services, light manufacturing, healthcare, and SaaS. - Geography: Ontario & Quebec, Canada.

Background: - I come from an entrepreneurial and operating background. Well-positioned to provide a succession plan for a private company. Dedicated to devoting 100% of his time and effort to leading the company, ensuring continuity for employees, partners, and the brand, and helping maximize potential for the long-term. - Prior to this, I have founded and led an ice cream CPG company, from which I took to an exit in 2020. Prior to this, Have 6 years of expertise in finance, sales / marketing of confectionery, pet, and ice cream brands. My last role with the organization was as the National Portfolio Manager of Skittles / Starburst for the Canadian Market, where I led a team that drove double digit growth during his tenure. Prior to this, I did led the eCommerce marketing strategy for a company in Canada, driving the online channel from <1% to 10% of revenue contribution. - My early career included working in strategy at a light manufacturer and as a marketing professional in the automotive industry. - I have earned my undergraduate degree in Economics major and MBA focused on entrepreneurship and general management. - I live in Toronto, ON with my wife.

Interests: - When it comes to investing, acquiring, or providing advice for businesses, I consider several factors that help me make informed decisions. Firstly, I assess the potential for growth in the business. I like to see businesses that operate in stable industries, possess a unique value proposition, and have a track record of consistent revenue growth. - Financial stability is another crucial aspect I look for. I prefer businesses that have a solid balance sheet, manageable debt levels, and a healthy cash flow. - Companies with strong financials indicate a higher likelihood of weathering economic downturns and sustaining profitability. - A strong management team is also key. I pay close attention to leadership qualities, experience, and expertise in the industry. A competent management team should demonstrate a clear vision, effective communication, and a proven ability to execute strategies. Moreover, I evaluate the business's competitive advantage. I gravitate towards companies that have a strong and defensible market position, whether it's through proprietary technology, a unique product, brand recognition, or customer loyalty. Such advantages are essential for long-term success and profitability. - In terms of industries, I have a particular affinity for technology companies, especially those operating in software-as-a-service (SaaS), artificial intelligence, e-commerce, and fintech. These sectors have shown significant growth potential and have disrupted traditional industries with innovative solutions. - On the other hand, I tend to avoid businesses that are heavily reliant on a single customer, have a history of inconsistent performance, or are operating in declining industries. Highly regulated industries with significant legal or compliance risks can also deter me from investing or advising. - In summary, some of the key factors I look for in businesses include growth potential, financial stability, strong management, competitive advantage, and suitability within favorable industries. While I appreciate technology-driven companies, I carefully assess each opportunity on its individual merits rather than categorically preferring or disliking specific businesses or industries.

Background: I am an experienced investor with a diverse background in technology and finance, I leverage my expertise to identify growth opportunities and provide valuable insights to businesses. With a proven track record in deal-making and a deep understanding of industry trends, I specialize in facilitating strategic partnerships and implementing technology-driven strategies to drive business growth. My holistic approach and passion for empowering businesses make me a valuable asset for companies seeking to optimize their operations and achieve their objectives.

Interests: Niche cash-generative focused private equity firm seeking investment opportunities in under-appreciated and mis-understood B2B service based industries / sectors in Canada and the United States.

Background: Independent Sponsor focused on services-based business opportunities in Canada and the United States.

Interests: -Located in Canada or the United States. -Annual revenues higher than $10M. -Required financing amount between $5M and $25M+ -Track record (business has demonstrable track record of cash-flow – no start-ups or early stage) -Margins (15%+ EBITDA) -Stability – business does not have a high risk of obsolescence or technological change. -Management with skin in the game.

Background: Royalty North provides an attractive form of financing for private business owners through a top-line royalty based structure. As consideration for our upfront payment, your company will have to pay a percentage of the future gross sales. Our team has significant royalty financing experience and knows how to tailor funding to meet the specific needs of a particular business.

Interests: Major criteria will be looking at: 1. Does the company have debt? If yes, then what type and the duration & interest rate? 2. Progression of revenue and net profit over the last 3 years. 3. Management structure and background. 4. Company shareholders. 5. What are the area of growth in the next 3-5 years?

Background: I am based in Toronto, Ontario. Running a consulting firm facilitating deals both internationally and locally.

Interests: We are focused on helping business owners get their businesses ready for sale, painlessly. Of course, they will only sell when they are ready and that might be 2, 5 or even ten years down the road. Based on our experience, we know that owners that plan ahead get tremendous advantages by doing so. We help owners of companies get perfectly positioned to sell when they are ready.

Background: 25+ years of experience in M&A, private equity, strategy, marketing strategy and exit planning. Certified in the ValueBuilder System.

Interests: Looking for business opportunities.

Background: We are a real estate brokerage firm. We assist in buying and selling of residential and commercial properties.

Interests: Good investment opportunity in an attractive field with growth potential. We will look at financial reports of the past few years.

Background: We help companies find strategic investors in the global market. We charge advisory fee in line with the market and varies depending on the amount to be raised.