SERVICES

What We Do

Apex is a full-service M & A advisory firm designed to address any M & A, growth capital or strategic advisory need of Canadian SMEs without the overhead of a large consulting firm or traditional investment bank. Whether you’re thinking about selling your business, curious about what it might be worth, considering an acquisition, raising growth capital or have hit a plateau in your company’s growth, we can help. We aren’t just looking to “do a deal” based on where your business is today. We help you figure out when is the best time to embark on a transaction and what the right strategy is to meet your growth objectives in the long run.

Sell-Side

We offer full life cycle deal management from cradle to grave. We begin every engagement by clearly understanding your financial and personal objectives and will build a marketing plan to realize maximum value for your business. We will also work with business owners to develop a long-term exit strategy and determine the best time to embark on a transaction.

Sell-side services include:

In depth review of company operations and financial performance
Preparing sell-side marketing package including Teaser and CIM
Build out of financial package
Market research to determine valuation parameters
Researching/compiling list of target financial and strategic buyers
Managing competitive sales process
Structuring and negotiating the deal
Managing due diligence process
Assisting legal advisors through to closing

Buy-Side

Clients often look to us as an “outsourced M & A team” when they don’t have the resources to manage their own buy-side initiatives. We don’t only hunt for target companies to acquire but work with clients to ensure that they have a cohesive acquisition and capital strategy that is consistent with the long-term growth objectives of the organization.

Buy-side services include:

Strategic planning workshop to develop a long-term acquisition and financing strategy
Develop profile of target acquisition candidates and build out database
Market analysis to determine industry valuation multiples
Work with your legal and tax advisors to develop a template term sheet and deal structure
Marketing outreach to target firms
Ongoing advice and counsel on structural, marketing and pricing strategies
Oversight of due diligence process
Facilitate acquisition financing (equity or debt) as required
Assist legal/financial advisors through to closing

Strategic Advisory

Our clients often engage us for general strategic advisory work that is unrelated to any specific transaction or financing opportunity. At times we will act as an objective advisor to boards or management to help them develop a comprehensive strategy to "grow" into a certain revenue or valuation target or to pivot the business to maximize exit value.

Our advisory services include:

Corporate restructurings and succession planning
Building out financial models and forecasting tools
Business model/revenue model restructuring
Growth strategies for market acceleration
Critically assessing sales and channel strategies
Corporate governance guidance
Navigating shareholder disputes and partner buyouts

Contact Apex Today

If you are in need of any of our services, please contact us and one of our representatives will be in touch with you shortly.