Transactions
Selected advisory mandates across mid-market and increasingly institutional-scale transactions, including acquisitions, development, refinancing, and structured financing situations.
Structured Finance | Private Credit
Bridge Financing
Mixed-Use Asset — Lower Mainland
$30M+
Arranged short-term private credit facility to support asset transition and stabilization, with a planned take-out through senior institutional financing.
Structured Finance | Development Capital
Construction Financing
Residential Development — British Columbia
$25M+
Structured phased construction financing, including lender selection and execution with institutional capital providers for a multi-unit development.
Structured Finance | Complex Capital Stack
Construction and Development Financing Mixed-Use Development — Western Canada
$20M+
Structured a multi-layered capital stack incorporating senior and subordinate debt to support a large-scale development.
Debt Advisory | Acquisition Financing
Industrial Asset — Lower Mainland
$10M - $15M
Advised on capital structure and lender positioning with institutional capital for a time-sensitive acquisition.
Debt Advisory | Refinancing
Commercial Real Estate — Vancouver
$8M – $10M
Executed refinancing aligned with asset performance, valuation, and long-term hold strategy.
Debt Advisory | Owner-Operator Acquisition
Industrial Asset — Lower Mainland
$10M – $15M
Structured acquisition financing enabling ownership of operating real estate, combining cash flow lending with asset security.
Corporate Advisory | M&A Financing
Professional Services Firm — Canada
$3M – $5M
Structured acquisition financing for partner buy-in, including term facilities and revolving credit to support ongoing operations.
Debt Advisory | Restructuring & Growth Capital
E-Commerce Business — Canada
Restructured existing debt facilities to support inventory expansion and working capital, positioning the business for continued growth and future capital markets activity.
Debt Advisory | Restructuring & Optimization
Retail Platform — Multi-Location
Restructured corporate and sponsor-level debt across multiple entities, improving capital efficiency and supporting expansion.
Debt Advisory | Acquisition Financing
Healthcare Business — Western Canada
$3M – $5M
Structured senior debt facility to support acquisition, including guarantor alignment and disciplined execution.