Potential clients typically share the following characteristics:
∞ Annual revenue greater than $5 million
∞ Gross margins 40%+
∞ EBITDA greater than $2 million
∞ Returns on Invested Capital 20%+
∞ Growth potential 10%+
∞ Enterprise value greater than $10 million
Partial list of companies whose shareholders and executives we have advised.
Bayly Telecommunications
Belmont Meats
Bell
Catalyst Capital
Collins Barrow
Delano
DMCT
Granite Partners
HCL Industries
Investigative Research Group
MB Vision
Melford/Trident Holdings
MGI Software, acquired by Roxio Inc.
Mindmatter Innovates
North American Security Services
Platform Computing/Site Assure
Strategic Vista, currently known as Lorex Technologies
Summerstreet Capital
Terravest Industries
The Spire Group
The Athletic Club
Timothy’s
XDL
Sample Not-for-Profit or Association Clients
Canada Gives
Canadian Finance and Leasing Association
Cystinosis Awareness and Research Effort
The Association of Canadian Pension Management
Partial list of sectors…
Business Services
Consumer Products
Health and Wellness
Food and Beverage
Technology and Media