Practice 02 · Deals & Investment
Vetted opportunities, structured well.
We source and assess businesses for acquisition, prepare owners for sale, and bring the right professionals to the table.
Outcomes
What changes for you
For buyers and investors
A shortlist of real, assessed businesses that match your goals, your budget and where you want to live and work, with the numbers explained.
For owners
A business that is ready to be looked at closely, with clean records, a clear story and a realistic view of value before you go to market.
Services
What we do
- Opportunity sourcing
- Finding businesses for sale, on and off market, that match an agreed brief
- Assessment
- Reviewing financials, operations, location and market; a plain-language summary of strengths and risks
- New-venture options
- Where buying is not the right route, setting out viable alternatives to start or franchise
- Seller preparation
- Organizing records, normalizing financials, preparing the information pack and buyer teaser
- Deal support
- Coordinating the deal with lawyers, accountants, lenders and other licensed professionals through to closing
Equity and acquisitions
Equity and acquisitions for Nations.
Nations and Nation-owned development corporations are acquiring established businesses and taking equity stakes in projects. We help source and assess the opportunities, and bring the right professionals to the table.
Acquiring established businesses
Including businesses whose owners are preparing to retire. We source, assess and shortlist against the buyer's brief, and set out strengths and risks plainly. See also our succession planning page.
Equity in projects
For a project stake, we help review the opportunity and the financing structure, alongside the Nation's own advisers and counsel.
Loan guarantees, in context
The federal Indigenous Loan Guarantee Program, now $10 billion, backs loans for Indigenous equity investments in major projects, with guarantees from $20 million to $1 billion. It is built for large projects, and smaller acquisitions usually need other financing.
Source for the program: Canada Indigenous Loan Guarantee Corporation. We do not act for any Nation as legal counsel, and each Nation decides how and when to proceed.
Audience
Who we work with
- Investors and entrepreneurs, in Canada or arriving, who want to own and run a business in British Columbia.
- Nations and Nation-owned development corporations looking to acquire established businesses or take equity stakes in projects.
- Business owners planning a sale or succession in the next few years.
Engagement
How we engage
Buyer mandate
An agreed brief, a sourcing period and a shortlist of assessed opportunities.
Seller preparation
A defined program to make a business ready for sale.
Deal support
Coordination from offer to closing, alongside your professional advisers.
Questions
FAQs
Do you give immigration or legal advice?
No. Where an investment is connected to an immigration plan, or needs legal, tax or securities advice, that advice comes from licensed professionals we work with. We focus on the business.
Can you guarantee a return, or an outcome on an application?
No. We assess opportunities carefully and explain the risks plainly, but no adviser can promise returns, permits or approvals.
Can you screen for specific criteria?
Yes. We screen for sector, size, location and financing structure, and for any ethical or values-based criteria you set.
Is my enquiry confidential?
Yes. Buyer and seller details are shared only with your permission, and sellers are introduced through anonymous teasers first.
Do you invest in or broker securities?
No. We do not sell investments or handle client funds.
Can you help me plan my own exit?
Yes. Business succession planning is part of this practice: comparing routes, preparing the business for scrutiny and finding the right buyer. See our succession planning page for how it works.
Start a conversation
Looking to buy, or preparing to sell?
Tell us what you have in mind.