Recent Sample Projects

Development Company — Acting as a strategic advisor for a $200 million real estate development conglomerate caught in the economic downturn with high debt costs. Arranged forbearance agreements to allow time to restructure and develop debt/equity swap as well as solicit conventional debt arrangements and public finance strategies.

Heavy Equipment Manufacturer — Set up external equipment financing capability to offer customers and sales staff options not previously available as well as developing the strategy to establish future in-house OEM financing centre.

Property Developer — Acting as a contract CFO, negotiated $35 million in construction financing and set up a $5 million mezzanine financing package, consolidating debt and assisting with corporate litigation issues. Advisor and strategist in a threatened foreclosure action as a result of condo industry decline in Calgary.

Oil Field Services Company — Guided the company to a soft landing during a downturn in the industry, acting as both a business advisor and contract CFO capacity.

Oil and Gas Technology Company — Acting as an advisor and mentor for the current comptroller in his new role as CFO, created financial performance objectives and template tools to monitor treasury function as well as assisting with new financing sources.

Family Entertainment Center — Working on behalf of the parent company and principle shareholder of the company, set up safeguards to protect investor interest and minimize exposure to risk.

Trucking and Logistics Company — Drawing on reputation within the banking industry, acted as a liaison between the senior executive team and the bank, restructuring the company and negotiating acceptable terms for continued financing.

Technology Company — Addressed financial and operational requirements to successfully obtain funding for technology commercialization of new global technology product, including the sale of a subsidiary company.

Development Company — Advised and assisted with the consolidation and restructuring of over $100 million in assets resulting in a significant reduction in financing costs.

Trustee — Acting as an independent analyst and advisor to the trustee, recommended and structured the break-up of the client operation to preserve asset value through the economic downturn.

Private Public Partnership — Participating as a senior strategist in a $1.2 billion proposed consortium to implement the strategic principles.