Western Canada s Independent Corporate Finance Advisor

Transcription

1 Western Canada s Independent Corporate Finance Advisor

2 The road to a successful deal is paved with risk and opportunity. Our first piece of advice? 1

3 Don t go it alone. It is an understatement to say the world of corporate finance has become increasingly challenging and complex. Within it, your company s corporate transactions become defining moments, each an opportunity to maximize shareholder value. Success against this backdrop means leaving nothing to chance; making no decision based on second-tier advice. It can cost months or millions. It can cost you the deal

4 Rely on expert advice and a combination of strengths you will not find anywhere else. Since 1990 leading Western Canadian businesses have turned to Capital West to structure, negotiate and flawlessly execute complex mid-market transactions, in the most efficient and effective manner. What we do for our clients isn t simple, but the reason our clients select us is we are absolutely unique in our industry Transaction Expertise & Track Record Our firm is highly specialized, and our team brings more hands-on experience structuring complex deals, and better market intelligence, to client transactions than anyone else in Western Canada a bold statement backed by over 100 years of combined experience. This means, with Capital West behind your deal, you powerfully leverage all of our processes, industry depth, relevant knowledge and execution skills. We have built long-standing relationships with an exceptional list of clients over the years, but the nature of our business means we build and sustain these bonds one successful transaction at a time. Depth of Market Knowledge As a firm, more than 20 years focused corporate finance activity in Western Canada ensures our advice is based on exceptional market knowledge and business judgment. Our professionals diverse backgrounds and broad transaction experience, combined with our position as one of the most active corporate finance firms in Western Canada, keep us in tune with buyers, sellers and investors - ensuring we are current on changes in market conditions, whether subtle or dramatic. Ultimately, this deep market knowledge allows us to provide superior advice to our clients. 4 5

5 Reputation & Team Our firm is a career destination for the brightest in our profession there is no B team. We attract corporate finance talent with a history of success, proven business acumen and a reputation for quality and integrity. Many of our partners came to Capital West after spending significant time in leadership roles at major investment dealers or international accounting firms. Our professional backgrounds are diverse: business, law, chartered accountancy, finance, engineering, investment banking and business valuation. We work closely together. This means your deal benefits from our proven track record, our collaborative expertise, and our personal accountability to you. A Success Driven Culture Our focused and confidential counsel is proactive, tenacious and highly responsive to your needs. We form integrated working relationships with your team, develop a deep level of understanding of your business, and align our interests fully with yours. We remain unwaveringly committed to the successful closure of your deal. Independence We are not a subsidiary of any institution. Instead, we are wholly owned by our partners. This means that we always provide uncompromised objectivity, independent business insight and clear judgment to our assignments. Our firm has no conflicting interests: no pressure to cross-sell services and no standing or desired financial relationships with counterparties. We are aligned with and influenced only by you. Network Reach Capital West possesses a rich and diverse network of industry contacts and professional relationships in Vancouver, across Canada, North America and around the globe. Additionally, Capital West is a partner of IMAP. As one of 45 collaborating firms in 30 countries, this partnership affords us broad market reach represented by more than 400 experienced advisors. This means you can access both the trusted local authority you require, as well as our global experience and reach to best position and execute your transaction. 6 7

6 Some deals can be the opportunity of a lifetime we help you recognize them. We give you sight lines based on years of transaction experience. This means you can assess your current situation from a broader and more strategic perspective. Opportunity often exists in multiple directions but realizing your maximum potential means choosing the best possible direction, then crafting the strategy to capitalize on it. Our services help you realize your company s full potential 8 9

7 Divestitures Take advantage of Capital West s ability to strategically position, market and negotiate the sale of your business to maximize shareholder value. The sale of your business is one of the biggest financial decisions of your lifetime, a complex process filled with anticipation, conflict and unforeseen issues. Capital West will lead each aspect of the sale process, from planning and negotiating to issue resolution and deal documentation. Our role is to ensure that each member of your deal team, whether lawyers, accountants or consultants, is laser focused on the end result the best outcome for you, our client. Mergers & Acquisitions Engage Capital West s expertise in structuring and negotiating a merger or acquisition. Full knowledge of the deal s strategic and economic value is essential to your decision making. Capital West s M&A services include all aspects of the process, from sourcing and assessing targets, to valuing the strategic benefit, developing and negotiating a deal structure that works for all parties, and seeing the transaction through to closing. Capital West has the knowledge and experience to help you ensure your M&A transaction is truly adding shareholder value. Whether you re buying or selling... gain the edge with focus, strategy and tenacity

8 Valuation & Fairness Opinions Enlist Capital West s valuation expertise from both a technical and transactional perspective. Valuation is truly at the heart of every deal. Whether you require a fairness opinion or face a complex deal in a challenging financial environment, we provide both formal valuations and fairness opinions to meet the requirements of your shareholders, special committees, boards and securities regulators. Financial Advisory Capitalize on our corporate finance expertise to develop targeted financial strategies for your business key issues. Resolve challenges and address opportunities by taking us behind-the-scenes as your corporate finance partner and advisor. Our reputation for providing guidance with clarity and success helps you navigate issues such as shareholder value optimization, dividend policy, restructuring, bringing in an equity partner, initial public offerings, and more. Restructuring Depend on our financial knowledge and tenacious focus to drive and deliver value. Our experienced team helps you to efficiently manage creditors while advising through distressed situations to preserve value and position your business for growth. We assist your leadership to unlock potential and demonstrate value to stakeholders by recommending strategic financial changes, including potential asset dispositions and requisite financing. Our complete lack of conflict and our independence withstand the most stringent corporate governance standards

9 IMAP Capital West Partners is an active partner of the International Association of Merger and Acquisition Professionals (imap.com), a prestigious, global partnership of M&A advisory firms. IMAP members work together to provide the highest caliber of advisory services in mid-market transactions around the globe. Meet with us for maximum results Fred Wright, BComm, LLB, CPA, FCA fred@capwest.com Doug Irwin, BA, MBA doug@capwest.com Our exclusive network of 45 firms, from more than 30 countries, is comprised of more than 400 Advisors. IMAP represents access to vital contacts, capital, legal and accounting resources globally, a key tactical advantage that enhances and accelerates the attainment of your objectives. Jamie Bruce, PEng, MBA, CPA, CMA jamie@capwest.com Gerry Bellerive, BBA, CPA, CA gerry@capwest.com Paul Langley, BComm, CFA paul@capwest.com Andrew Kemper, BComm, CPA, CA, CBV andrew@capwest.com Nick Bester, BComm, CPA, CA nick@capwest.com Michael Janicki, CPA, CA, CBV michael@capwest.com

10 Transactions Speak Louder than Words $5 billion + since 1990 The following are representative transactions for a more complete list visit capwest.com or call us to talk about our services. Our promise... Representative Transactions your deal, executed to your best advantage, from concept to completion. Sale to HUB International $200,000,000 Merger with Village Farms $2,700,000,000 Sale to Fortress Capital advisor to the Board of Intrawest $125,000,000 Sale of diagnostics business to Borealis Infrastructure Management $225,000,000 Recapitalization with Advent / Highland $82,000,000 Revenue Royalty Income Fund IPO $40,000,000 Fairness Opinion US $37,000,000 Sale to Kinderhook Industries 16 Open for more transactions.

11 Representative Transactions Representative Transactions $70,000,000 Equity, Senior and Subordinated Debt Acquisition Financing Sale to Maxxam Analytics $57,000,000 Initial Public Offering $86,700,000 Income Trust IPO $16,200,000 Sale to McCormick & Schmick s Seafood Restaurants $30,500,000 Sale to Stride Rite Corporation Equity Partnership with Stern Partners Merged with Atkinson+Terry $17,500,000 Sale to Town Shoes $45,000,000 Sale to NovaGold Resources Inc. $50,000,000 Sale of Minority Interest to Imperial Metals Corporation Obtained construction financing $40,000,000 Sale to Home Equity Income Trust $205,000,000 Purchase of New South Companies, Inc. Sale to LifeLabs $45,000,000 Sale to Mill Road Capital $31,500,000 Sale of rail tie treating business to Koppers Inc. $70,000,000 Sale to Imperial Metals Corporation Fairness Opinion US $50,000,000+ Sale to Sportsman s Warehouse & Alamo Group Sale to Schnitzer Steel Industries Inc. Recapitalization with Berkshire Partners LLC $17,000,000 Recapitalization with Tandem Expansion Fund $11,000,000 Sale to Harbour Air Seaplanes $112,000,000 Sale to US Gold Corporation Sale to Rogers Communication Inc. $314,000,000 Sale to Veresen Sale of majority interest to Element Partners $62,000,000 Sale to Dollar Tree

12 West Georgia Street Vancouver, British Columbia Canada V6C 3E