What We Do

Transaction Experience

  • Sold truck leasing portfolio - $13 million
  • Sale of trust company lease portfolio to non-bank $50 million
  • Originated and syndicated telecom unsecured term loans of $9 million
  • Originated and syndicated wireless customer handset financing - term loans of $8 million
  • Originated Energy retrofit transactions of over $150 million ranging in size from $1-10 million
  • Originated forklift truck distributor senior secured term loan of $8 million
  • Created, negotiated captive finance company joint venture for lift truck distributor - annual volume of $20 million
  • Portfolio acquisition and private label securitization for eastern consumer products company $50 million and $10 million annual follow on volume
  • Term loans, mezzanine debt, acquisition bridge loans for consumer products company $100 million
  • Term loans, mezzanine debt and securitization program to smart metering provider $25 million
  • Term loans and structured acquisition bridge debt to investment grade smart metering provider $15 million
  • Consumer products company – portfolio financing $100 million
  • Landfill gas & electricity cogeneration financing $25 million
  • Private entrepreneurial lending – Loan sizes sub $5 million, portfolio sizes up to $100 million with industry experience in healthcare, food service, mutual funds, condominium corporations, real estate, golf
  • Source funding, structure, negotiate and close private securitization facilities for captive finance
    divisions and non-bank lessors and commercial finance companies from $5 – 200 million
    Source funding, structure, negotiate and close syndications and private placement of high grade
    corporate and investment grade term loans and equipment leases

Consulting and Advisory Experience

  • Captive finance company start up strategy, implementation and operation planning, funding
    arrangement – $50 million
  • Strategic and operational review of private equipment lender – annual volume of $15 million
  • Managed relationship with institutional private debt fund - portfolio size $75 million
  • Managed relationship with institutional auto lease private securitization - portfolio size $40 million
  • Operational portfolio management of non-bank mid ticket equipment lease portfolio $200 million
  • Account origination or management and support on accounts over $5million including Venture leasing and mezzanine financing with warrant participation
  • Originated and managed direct deals with high grade commercial accounts of $500k-$10 million
  • Branch management experience – Halifax, Montreal, Winnipeg, Calgary, Vancouver
  • Managed sales group carrying product sales responsibilities for: vendor finance activities, receivables factoring & floorplan finance, syndicated participations, institutional/portfolio acquisitions and other special situations
  • Additional responsibilities included branch sales management for all CDN branches Toronto, Halifax,
    Montreal, Winnipeg, Calgary & Edmonton
  • Achieved 145% of target profit and 116% of target volume over 2 years on $400 million of
    volume; Deal sizes range from $100,000 to $20 million

Consulting and Advisory transactions/engagements

  • Captive finance company start up strategy, implementation and operation planning, funding arrangement – $50 million
  • Strategic and operational review of private equipment lender – annual volume of $15 million
  • Accounts Receivable factoring/discounting for my own book
  • Commercial mortgage brokerage/referrals
  • Due diligence on sub prime auto lender for private equity investor
  • Start up business planning, processes, documentation fro B quality equipment lessor
  • Funding arrangement for private sub prime vehicle lessor
  • Funding arrangement for public tier 2 auto lender
  • Sale of auto inventory finance provider held by Labour Sponsored Fund
  • Funding arrangement for electricity sub metering company
  • Equipment lease for waster paper re-manufacturer
  • Mezz debt for electricity sub metering company
  • Funding arrangement for consumer HVAC customer finance
  • Mezz/equity engagement for sub prime consumer auto lender
  • Funding arrangement for sub prime consumer auto lender
  • Accounts receivable factoring for health care equipment vendor
  • Funding engagement for sewage waste water heat recovery co
 

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