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.
Focused on delivering deep subject matter expertise in balance-sheet strategy.
Enhance financial strength and promote resilience.
Often, this demands specialized expertise. We provide an end-to-end understanding of balance-sheet value and risk drivers.
We offer balanced advice grounded in our understanding of your business, including its current state, history, and future goals.
Having a seasoned advisor by your side can make navigating a dynamic and uncertain economic landscape much more manageable and reassuring.
From complex structured finance to dynamic risk hedging, we leverage two decades of expertise in advising on financial instruments.
Expertise in instrument structures across North American and global financial markets.
Knowledge of collaborating with financiers, lead arrangers, and legal counsel on live deal structures. Plus, post-acquisition integration support.
Experience managing transaction accounting and financial reporting projects on some of Canada’s major M&A deals. Solid experience in business segment spin-offs, carve-out financial statements, acquisitions, and divestitures.
With 20 years of experience in the lending and insurance business, we specialize in capital regulations, financial reporting, asset-liability management, expected credit losses, macroeconomic scenarios, liquidity, and leverage matters.
We work hand-in-hand with CFOs on a variety of strategic finance matters, offering personalized support.
We have seen a wide range of blockchain and decentralized (De-Fi) 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, accounting change projects, GAAP conversions, accounting opinions, and detailed white papers.
We cover IFRS Accounting Standards and US GAAP.
Our expertise includes strategic projects that affect the CFO’s mandate. Carbon-neutral and green debt financing, guidance and support on IPO readiness, financial reporting modules in ERP implementation, and financial instrument advisory on implementing treasury platforms.
Maintaining a resilient and sustainable balance sheet during challenging economic periods is essential.
We guide organizations in negotiating capital structures with financiers, including which instruments to use and which to avoid, counterparty risk, and more.
In our experience, start-up entities benefit most from planning well before financing rounds are in place.
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.
