The importance of corporate advisory

Corporate advisory revolves around advising an organization on mergers and acquisitions, corporate division, restructuring, and other transactional activities that involve a change of ownership.

Developing and presenting a solid financial plan is vital to securing financing, and carrying out successful M&A transactions. We aid businesses in preparation for the launch of a new venture, as well as assist corporations looking to expand by validating all of the options available to them.

What are the goals of the corporate advisory department?

  • Assist with start-up structuring, valuation and financing
  • Review of existing businesses operations and performance to assist with strategy and business planning
  • Implementation and assistance with corporatisation strategy to help transform good businesses into great businesses
  • Setting and monitoring of KPI’s and mid to long term strategy
  • Preparation and implementation of 3 way forecasting model to assist with monitoring performance: KPI’s; Banking covenants; and Benchmarking
  • The formulation and implementation of business improvement
  • Business expansion
  • Succession planning strategy: valuation; strategy; approach; and transaction management

Corporate advisory: the department

We assist key decision makers including management, C-suite executives, boards, and business owners. Our varied services allow us to provide insight and advice, supporting informed strategic decision making; be it growth, acquisition and expansion or consolidation, succession, and divestment.

M&A and transaction advisory services

Buying, selling, expanding, or restructuring a business is a major milestone for any organization and its stakeholders. We work closely with entrepreneurs, financial institutions, and private equity groups providing them with fully integrated M&A and transaction advisory services. You can rely on Robson Capital to bring a professional, practical, and effective approach to your transaction.

Complex and potentially high-risk endeavours require serious talent. Our expert and dedicated team of advisors, with their diverse industry and professional backgrounds, helps you realize the greatest value from your transactions. We take an active, hands-on approach and apply innovative solutions throughout the transaction process; and as a result have successfully completed many complex transactions for our clients.

  • Vendor, acquisition, and M&A due diligence
  • Preparation and review of financial forecasts and analysis
  • Pre-lend reviews
  • Sale of businesses
  • Acquisition of another businesses
  • Target identification and approach
  • M & A advisory – business combinations /mergers, deal structure, advice, and execution

Valuation services

Expert witness reports for Court, forensic reports for Court, independent expert reports to support on market transactions, indicative valuation reports and valuation reporting.

Robson Capital has the capability to handle any type of valuation engagement from small family owned businesses to the TSX listed variety.

Key valuation offerings include:

  • Sales and acquisitions
  • Capital gains tax purposes
  • Company and matrimonial disputes
  • Intellectual property rights
  • Corporate restructuring exercises

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