Mergers & Acquisitions
Capital Advisory Firm

Our financial expertise is featured in:

We specialize in strategic business consulting, financial planning, capital solutions, M&A guidance, and investment banking services.

Since 2014, we've empowered leaders worldwide to achieve exceptional growth.

We have advised on Transactions in different industries

Manufacturing
Venture Capital
Technology - SaaS
Retail
Financial
Technology - Products
Service Sector
Real Estate Development
Biotech / Life Science
Fintech
Mining
Private Equity
Travel
Clean Tech
Construction
Healthcare
Canabbis
Beverage / Food
Medical Device
Sporting good
See past transactions

Our Services help you navigate the complexities of business when the stakes are high

Mergers & Acquisitions

We are experts on how to buy, sell, valuate and divest of private company assets and have experience completing M&A transactions across multiple countries and continents.

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Capital

We help you secure capital with a deep understanding of how to fund new ventures, growth companies, expansions, acquisitions, asset purchases, developments and projects.

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Strategic Advisory

As entrepreneurs, investment bankers and CPA’s, we have a wide range of leadership, capital and corporate finance experience that allows us to provide advisory to our clients.

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Our Team includes Chartered Professional Accountants and Entrepreneurs

As a diverse and female founded team, we’re known for doing what we say we will do, delivering creative solutions and putting the needs of our clients first in order to deliver uncommon results.

Reece
Tomlinson
MBA, CPA, CMA

Founder & CEO

Kelowna, BC & London, UK
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Matthew
Linklater

Vice President

Kelowna, BC
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With offices in North America and in Europe, we bring a global business perspective to capital growth strategies
insights

Why NOW is a good time to start selling your business

Jan 24, 2023
READ ARTICLE

Be weary when your Bank says they want to have a look-see

Feb 8, 2019
READ ARTICLE
VIEW ALL ARTICLES

This economy doesn't need to be stressful. Financial Re-optimization

Mar 13, 2023
READ ARTICLE
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Head Office

Phone
1-778-699-2077
Address
102-455 Lawrence Avenue,
Kelowna
BC, V1Y 6L6 Canada

UK Office

Phone
1-888-271-7772
Address
77 New Cavendish Street
London, England, W1W 6XB
United Kingdom