Project Summaries
Small and Medium Size Business
- Succession plan - Construction Company.
- Succession plan - Manufacturing Firm.
- Valuation for Shareholders - HVAC Company.
- Valuation for Succession Planning - Landscape Company.
- Valuation of Logistics Company - Sale to Competitor.
- Commercialization Strategy for Health Care Company.
Wealth Management - Strategy
- Scotiabank International Wealth Management - Strategy for Mexico.
- Royal Bank International Brokerage - Latin American Operational Strategy.
- HSBC Bank Domestic Brokerage in Canada - Strategy to Grow Domestic Brokerage Business.
Banking and Real Estate
- Corporate Banking and M&A Advisor - Royal Bank of Canada
- MCAP Mortgage (M&A Assignment)
- Real Estate Investment Trust in Toronto (Valuation for Capital Raise)
- Value of Real Estate Investments for UHNW Families
International Brokerage
- Vision Advisors - Santiago, Chile (M&A Assignment for CEO). M&A assignment.
- Bolsa y Renta - Medellin, Colombia (M&A Assignment for CEO). M&A assignment
- Sulechin Wealth Advisors - Argentina. Set up new business.
Transportation & Logistics
- Wilson Truck Lines Inc. (M&A and project work for CEO)
- Trailcon Leasing Inc. (Corporate project work for CEO)
- Freight logistics firm in Toronto (M&A assignment)