MONETIZING YOUR LIFE'S WORK

ACQUISITION/ INVESTMENT/ SUCCESSION

Ph. 519-562-1571

MONETIZING YOUR LIFE'S WORK

ACQUISITION/ INVESTMENT/ SUCCESSION

Ph. 519-562-1571

ABOUT US

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WHAT WE DO

Since 1998, we have created investment portfolios and succession plans for entrepreneurs. With growing numbers of owners looking to "sunset" or sell the question of who will buy, how they buy and the capital resources to fund such a transaction, remain the most pressing issues for the owner. As seasoned and credentialed professionals we provide the technical competencies to navigate the transition and the capital resources to purchase your company. 

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OUR APPROACH

Our finest work arises exclusively from a candid discussion about Your Values, Life Goals and Financial objectives both personally and corporately. For most owners, these factors are inextricably linked. Hence, rendering full value for your life's work involves detailed understanding of both the "hard" and "soft" facts about you and your business. We consider this as much an "art" as it is a science.

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WHY US?

Our strategy partners are comprised of fully licenced and credentialed professionals with specialties in Finance, Business Buyouts, Risk, Tax, Succession, Estate & Financial Planning, and Investment Management. What YOU will intuitively sense is an uncompromised commitment to YOUR goals.  By demonstration, you can count on our unbiased recommendations and impartial guidance.

CORE COMPETENCIES

LISTENING

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Understanding you! This is at the epicentre for your financial transition.

100's of cases have taught us our greatest value to clients is helping them align their core values with their financial objectives so that they may live their life according to their highest purpose.

INTUITIVENESS

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The management of investment assets and divesting of business interests are a "contact sport." Knowing where the "puck" is going to be and staying ahead of the play is critical. Knowing when and how to pivot is experience based. Environments change, focus shouldn't.

DEVICEFUL

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The financial universe is fraught with complexity. Taking the complex and making it simple is what we do. Equally important is sheltering you from the   "noise" in a very busy financial ecosystem.  Success is based on your discipline, our resources, and  a solid gameplan.

BUSINESS BUYOUT

You may be an owner seeking an outright or partial exit from your business. Perhaps you are senior management looking to finance an acquisition of an interest in the operation your dedicatedly helped to build. Or you require capital for a merger or expansion. If your company generates $3.0  million + in recurring annual EBITDA, has a strong management team and possesses notable differentiation within your industry, we have interest in speaking with you regarding the purchase of your business.

INVESTMENT MANGEMENT

Managing investment capital for entrepreneurs from whom we purchase business's, fosters a unique "closed loop" financial partnership. A short list of some of our offerings include:   

 

Alternative Investments 

Real Estate, Infrastructure, Loans


Publicly Traded Securities

 Global & Domestic Equities, Bonds

Short Term Debt Securities

PASSING THE BATON

Stepping into the Great Unknown.

You have trained, worked diligently and suffered silently in building your business and personal portfolio. You could write a book of your journey. For this next leg, there is little to no training. Making a transition from "pedal to the metal", to a more moderate lifestyle, requires knowing yourself and building a new roadmap. Working in concert with your professional advisors, our team possesses the requisite knowledge and experience to help you navigate through the complexity.

PREFERRED STRATEGY PARTNERS

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CONNOR, CLARK & LUNN FINANCIAL GROUP

Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, corporations, foundations and governmental entities.

With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. The affiliate teams collectively manage approximately $74 billion in assets from offices located across Canada and in New York, Chicago and London. As a multi-boutique asset management firm, CCL provides a broad range of distinct and independently managed traditional and alternative investment products and services

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BANYAN CAPITAL PARTNERS

Banyan Capital, in concert with Connor, Clark & Lunn, makes conscientious equity investments in businesses seeking capital for a variety of transitional events. Whether it is an outright purchase, balance sheet fortification or strategic acquisition, Banyan seeks to deploy between $7 to $30 million of equity funding for established companies that demonstrate sustainable competitive differentiation, possess strong customer relationships and a seasoned management team.

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MIDSTAR CAPITAL

There are limited alternative financing sources for mid market businesses. Demand for flexible private loans by capital starved mid-market Canadian companies is strong. Financial regs have made it harder for traditional lenders to make longer-term structured loan commitments. Midstar, in concert with Connor, Clark & Lunn, seeks to lend between $20 to $60 mil. for durations between 2 to 10 years with highly adaptable, tailored terms. If you are a company with an enterprise value in excess of $100 mil and require second tier financing behind more restrictive bank lending, we may be the source you are looking for.

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Contact Us

Ph: (519) 562.1571 / moneymetrics.ca

David WJ Irwin, BA,CFP,CLU

Certified Financial Planner

APPOINTMENTS

TUESDAY, WEDNESDAY : 9:00 am to 4:30 pm:  THURSDAY 10:00 am to 7:00pm