Answers to burning questions in
investing and investment banking.

Issued quarterly, our Market Insights newsletter offers you a unique perspective on deal-making and investing in the Canadian mid-market.

Written by our deal-makers, entrepreneurs, investors and advisors, it doesn’t get more relevant for you than this. Read past issues and find answers to some of the most strategic challenges you have.

Preconceived Notions Can Be Deal Killers

December 2017

“There are things known and things unknown, and in between are the doors of perception.” – Jim Morrison For most business owners, an exit is… Read More

The Ownership Advantage: Delaying a Series A with Venture Debt

September 2017

You’re out of early-stage start-up territory (i.e. with revenues exceeding $2m). You are close to breaking even but you need to continue spending to scale… Read More

How Do You Prepare For A Sale of Your Company?

May 2017

Every entrepreneur must eventually transition out of their company. There are two exit paths (liquidating or selling), which can take various forms: selling off individual… Read More

Investment Bankers: Are They Worth It?

February 2017

Investment bankers from storied firms such as Goldman Sachs and JP Morgan often make headlines for the fees they generate. Most outside observers have a… Read More

Bridging the “Information” Gap for Private Companies

November 2016

Deal-making for private companies, particularly those in the lower middle market (“LMM”) (defined as deals worth less than $100m), is notoriously opaque: few data points… Read More

Case Studies

LEAP Group was formed to acquire the assets of Metal Networks, an online quoting platform for metals procurement based in Austin, Texas. We arrange a compelling deal structure for LEAP in this distressed situation.

Read Full Case Study
Market Insights
December 2017

Preconceived Notions Can Be Deal Killers
“There are things known and things unknown, and in…

Read Full Report