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.

The Path to Exit and Beyond: Entrepreneurs’ Stories, Part I

Q2 2019

“The sale of a company can mark the beginning of a major time of reinvention and renewal…but It can potentially lead to a difficult time… Read More

Tapping into Private Debt: Unlocking Opportunity

Q1 2019

It’s tough to find capital to execute on ambitious plans to grow, acquire or turn things around in Canada, particularly if you’re looking for $1… Read More

Flying Under the Radar: The Dividend Recapitalization

Q4 2018

You’re an entrepreneur, and like many business owners, much of your wealth is tied up in your company. You still enjoy running the business, and… Read More

Buyers’ Perspectives in a Competitive M&A Market

Q3 2018

“Beauty is in the eye of the beholder”. It’s an age-old saying, but if you change a couple of words – the first and… Read More

A Tale of Two Offers: Price vs. Structure

Q2 2018

Imagine this situation (not hypothetical—it is an adaptation of one of our firm’s live deals): After taking years to build a successful company, your investment… Read More

Case Studies

Software Distribution
Our client, a software distributor, was suspicious that it ‘left money on the table’ because of sub-optimal pricing and the latitude given to sales people. The task was daunting as hundreds of thousands of transactions, across thousands of SKUs, are processed every year.  The VMX team tested various segmentations within the transactions database, the CRM, and the company’s financial systems, driving new perspectives and insights, then made key recommendations which were implemented. Within the 3-month duration of the exercise, EBITDA run-rate increased by 15%, with visibility into more increases down the road.

Read Full Case Study