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.

Leveraged Buyouts & Succession Planning in Canada

Q3 2015

Management Buyouts as an exit strategy Succession planning for many small- and medium-sized businesses is often a secondary thought: the Canadian Federation of Independent Business… Read More

Alberta: NDP’s effect on Canada’s oil-rich economy

Q2 2015

NDP victory: knee-jerk reaction from the market There is no ignoring the immediate impact that the New Democratic Party (NDP)’s landmark victory has had in… Read More

Canadian Mid-Market M&A Insights

Q1 2015

Supply-demand economics in sellers’ favour in the Canadian private mid-market Building on the strength of several years of an improving deal-making ecosystem, our view is… Read More

Valuation of SaaS vs. On-Premise License Software

Q4 2014

Recurring revenues dramatically drive valuations up No one would contest that investors pay more for businesses that generate recurring revenues, but nowhere is that truism… Read More

Case Studies

Software Distribution
Our client, a software distributor, sought to optimize the pricing of its products and the incentives of its salesforce . Within the 3-month duration of the VMX exercise, EBITDA run-rate increased by 15%, with visibility into more increases down the road.

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