Hospitality & Resort
M&A Advisory | Business Sale
Multi-million-dollar sale of a hospitality and resort business.
Selected Experience
Experience across capital, financing and significant business transactions.
CFM brings together experience spanning M&A, business financing, commercial real estate, capital raising and corporate transactions.
Our perspective is shaped not only by advisory work, but by experience as entrepreneurs, executives, business owners, investors and directors navigating transactions from multiple sides of the table.
Representative Experience
Selected transactions and capital experience.
Representative experience includes transactions completed or advised on by CFM's leadership over the course of their careers, including through prior businesses, executive roles and advisory engagements.
The examples below are intended to illustrate the breadth of transaction, financing and capital experience brought to CFM engagements.
Where appropriate, client and counterparty identities are omitted to preserve confidentiality.
M&A & Transaction Advisory
Business sales, acquisitions and strategic transactions.
Industrial Services
M&A Advisory | Strategic Acquisition
Multi-million-dollar strategic acquisition involving an established industrial services business.
Consumer Products
M&A Advisory | Business Sale
Sale of an established consumer products business to a strategic acquirer.
Business Financing & Strategic Capital
Capital supporting acquisitions, growth and significant business objectives.
Healthcare & Consumer Services
Strategic Financing & Growth
C$5 million private equity term sheet, strategic investment activity and capital strategy supporting growth from a single location to a multi-location business.
Business Financing
Debt Financing
Business debt financing supporting acquisitions, growth, equipment and working capital requirements.
Agricultural Technology
Growth Capital
Growth-capital financing supporting the expansion of an established modular agriculture business.
Commercial Real Estate Finance
Financing experience across significant real estate requirements.
Areas of Experience
- Construction & Development
- Multi-Residential
- Owner-Occupied Commercial
- Take-Out Financing
- Acquisitions & Refinancing
Commercial Real Estate
Commercial Finance
Multi-million-dollar commercial real estate financing experience spanning construction, multi-residential, owner-occupied properties and take-out financing.
Capital Markets & Equity Financing
Experience across private capital and public-market transactions.
Public Markets
Pre-Public Equity Financing
Equity financing experience involving companies preparing for public-market transactions.
Capital Pool Company
IPO & Qualifying Transaction
Founder and director experience involving IPO capital formation and the completion of a Qualifying Transaction.
Early-Stage Technology
Private Capital
Founder-level experience raising private capital to support the development and growth of an early-stage technology company.
Perspective
Transaction experience from more than one side of the table.
Significant transactions look different depending on where you sit.
CFM's leadership experience includes roles as entrepreneur, business owner, buyer, seller, executive, director and advisor.
That perspective helps us consider not only how a transaction may be financed or structured, but how decisions affect the business owner, company, counterparty, capital provider and broader transaction process.
Owner & Entrepreneur
Understanding the financial and personal considerations that can accompany significant business decisions.
Executive & Director
Experience evaluating capital allocation, growth, financing and transactions from inside operating businesses and boardrooms.
Transaction Advisor
Experience supporting business sales, acquisitions, financing and strategic transactions.
Capital Perspective
Experience working with lenders, investors and other capital providers across debt and equity situations.
CFM Capabilities
Transactions rarely fit neatly into one category.
A business acquisition may require acquisition financing. A business sale may depend on the buyer's ability to finance the transaction. A growth strategy may require debt, equity or strategic capital. A commercial real estate requirement may intersect with the financing of the operating business. CFM's capabilities are designed to allow these issues to be considered together.
Start a Conversation
Have a significant financing or transaction requirement?
Tell us what you're trying to accomplish. An initial conversation can help identify the financing, capital or transaction considerations involved and determine whether CFM can add value.
Confidential inquiries welcome.