Case Studies and Transactions
Case Studies and Transactions
Green Energy Startup Venture
Assisted a biofuel start up with a propriety process to launch their business by raising $40 million capital, obtaining SR&D program of 41% refundable tax credits, securing Licensing agreements and negotiating fuel import License to SE Asia.
Buy Side M&A
Emerging Canadian Cannabis company engaged us to find opportunities in retail, cultivation and processing in 10 US jurisdictions. Assisted in their $100 million expansion mandate through Licensing support, Interpretation of regulatory environment and worked with the senior team to build strategies to meet their objectives.
Public Company Expansion Strategy
Assisted a $1.3 Billion public Cannabis company with US expansion through a feasibility review of regulatory and competition assessment in 11 Northeastern US states to determine the size of the market, products, regulatory hurdles and competitive landscape. Liaised with local authorities and bureaucrats to help construct production facilities and create a sales market.
Small Cap public company Government Relations mandate
Worked with the Senior management of a Cannabis company to assist with local politicians and community, and planning staff to obtain approval of additional construction facility, build sales channels in local community and manage their regulatory and planning requirements.
Buy Side M&A
We assisted the client, a publicly traded fund operating electricity generating facilities, to acquire a fund consisting of assets generating electricity through cogeneration and other processes. Issues identified during due diligence led to a $5 million reduction in the purchase price.
Buy Side M&A
We performed financial and operational due diligence, purchase price analytics and oversaw overall transaction management for Environmental Services company. Based on the issues identified, we succeeded in a 20% reduction in price.
Due Diligence
Engaged to perform due diligence on a company that developed and marketed software to assess customer credit risk, based on customers’ mobile phone analytics, our work uncovered risk issues that led our client to decline the equity acquisition transaction.
Financial Modelling
We developed a forecast model for an early-stage cryptocurrency company which was focused on using cryptocurrency technology to substantially reduce the cost of B2C marketing campaigns. The results of the engagement included refinements to the corporate strategy which helped the company secure equity financing.
Valuation for Income Tax Purpose
We prepared a valuation for a publicly traded mining company. Our client required the valuation as part of the process to perform an internal corporate reorganization. Our valuation conclusion was utilized directly in the company’s re-organization documents as required by the relevant income tax authorities.