Oil and Gas

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

Oil and Gas Technology Company — Advised and mentored the 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.

Development

Cherish Community Living Ltd. — Team member of a leading edge 169 unit seniors retirement community in Victoria, BC where community (not institution) will be the norm.

EXIT Realty Fusion — CFO and business advisor - Saskatchewan Real Estate Company - Residential, Commercial and Farm Real Estate.

Development Company — Strategic advisor for a $200 million real estate development conglomerate caught in the economic downturn. Arranged forbearance agreements as well as conventional debt arrangements and public finance strategies.

Property Developer — Contract CFO - $35 million in construction financing - set up a $5 million mezzanine financing package, consolidated debt and assisted with corporate litigation issues. Advised strategy in a threatened foreclosure action.

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

Manufacturing

Heavy Equipment Manufacturer — Set up external equipment financing capability - developed a strategy to establish an in-house OEM financing center.

Entertainment

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.

Logistics

Trucking and Logistics — 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

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.

Other

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

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