Financial Instruments & Global Markets | Blockchain & Digital Assets | Investment Banking Mergers & Acquisitions |
Treasury | CFO Consulting | Accounting Standards
We work with Chief Financial Officers, Business Leaders, Financiers, and Investment Bankers.
With a focus on delivering deep Subject Matter Expertise in balance-sheet resilience.
A construct designed to create and enhance balance-sheet strength.
Oftentimes, this requires specialized expertise. We bring a deep, end-to-end understanding of balance-sheet value and its risk drivers.
We guide businesses through the dynamic and uncertain economic landscape. We do not believe in the rudimentary application of accounting rules and regulations.
We aim to offer balanced advice immersed in our understanding of your business, including its current state, past, and future goals.
From complex structured finance to dynamic risk hedging, we leverage two decades of expertise in advising on financial instruments.
We specialize in instrument structures across North American and global financial markets.
Experience in running transaction accounting and financial reporting projects on Canada’s largest M&A deals. Solid experience in business segment spin-offs, carve-out financial statements, acquisitions, and divestitures.
We work with financiers, lead arrangers, and legal counsels on live deal structures. Plus, post-acquisition integration support.
With 20 years in lending, we specialize in capital regulations, reporting, asset-liability management, expected credit losses, macroeconomic scenarios, liquidity, and leverage reporting.
We collaborate closely with CFOs on a variety of strategic finance and unique projects, ensuring personalized support every step of the way.
Our expertise covers strategic projects affecting the CFO mandate. This includes structures like carbon-neutral and green debt financing, guidance and support for IPO readiness, ERP implementation advisory, and advice on implementing treasury platforms.
We have observed a wide range of blockchain business concepts, including RWA Tokenization, PoS Staking, and many others. Our expertise covers Blockchain Finance, Proof of Work (PoW) & Proof of Stake (PoS) Network Protocols, and Digital Assets.
Interpretation and application of accounting standards, including accounting change projects, GAAP conversions, accounting opinions, and detailed white papers.
We cover IFRS Accounting Standards, US GAAP, and Accounting Standards for Private Enterprises.
Maintaining a resilient and sustainable balance sheet during challenging economic periods is essential.
We guide organizations on which instruments to carry and which to avoid, how to negotiate deal structures with financiers, how to address counterparty risk issues, and more.
Start-up entities are keen on sound financial positioning.
We appreciate that each unique situation requires innovative, improvised solutions.
Working as your sounding board, you can bounce business ideas, discuss finance problems, explore global trends, and identify where your business has leverage or risk exposure.
We offer consultations to CFOs and Finance Leaders on business and financial issues.
Fixed rate mortgage book of business exposed to repricing risk at short intervals. Better management of net interest margin. Effectively, managing the fixed rate lending book on a fair value basis on income statement.
Fee from staking validation recognized under IFRS 15 and ASC 606. We created a robust range bound revenue recognition model with balanced approach.
Complex group structure further reorganized due to lender having to take a haircut on outstanding loan. Restructuring of existing debt into new model of equity, quasi-equity and liability type instruments by reducing an immediate cash payout which provided breathing space to already struggling borrower.
