Consumer Products, Distribution & Services

Mergers & Acquisitions:

• Initiated and acted as exclusive advisors to the shareholders of Forty Creek Distillery on their $185 million sale to Gruppo Campari

• Two search assignments for food processing companies specializing in home meal replacement and shelf stable dry ingredients

• Conducted a search and subsequently completed the $40 million acquisition of an American food processing company for a Canadian buyer

• Acted as corporate finance advisers in a $36 million food management buyout

• Recently conducted 4 search assignments in food processing, health and beauty aid products, industrial products and selected service sectors that produced more than 20 prospective sellers per assignment

• Auctioned off the Algonquin Brewing Co. to the Brick Brewing Company

• Structured the buyout of a venture capitalist’s minority equity investment in an environmental consumer products company

• Organized and conducted an auction of a private beverage company resulting in the successful bid being 65% above an initial unsolicited bid and at a remarkable 25 times trailing earnings

• Completed the sale of a Canadian division of a U.S. direct marketing company

• Completed the sale of a specialty snack food company to an industry buyer

• Initiated and advised both parties in the acquisition of Conners Brewery brands by the Brick Brewing Company

• Sold the Canadian business of an American direct marketing company

• Arranged a management acquisition financing of a $60 million in sales specialty retailer

• Initiated and acted as the seller’s agent in the $50 million sale of a major Canadian beverage company to a private investment company

• Supplied professional services to Allied Lyons in their acquisition of Hiram Walker

• Initiated and acted as advisers to the buyers of Jordan Ste. Michelle Wines

• Acted as advisers to the sellers of health care distribution company to a large publicly traded American strategic buyer

• Provided advisory services to the vendors of a consumer product line that was being sold to an industry buyer

• Acted as advisers to the buyers of a $25 million consumer products company

• Acted as advisers to a national specialty consumer products manufacturer seeking acquisitions


• Arranged $57.5 million of senior debt financing for a food processing company

• Completed a $7.5 million subordinated debt financing for a consumer products company

• Secured a $15 million US convertible debenture financing for a sports company

• Acted as co-agent for $13 million funding of an online grocer

• Organized a $2.5 million equity private placement for a rapidly growing specialty retailer

• Arranged the funding of a $9 million management buyout of a consumer products company

• Initiated a $2.5 million equity private placement for a specialty retail chain

• Sourced a $15 million financing for a national service rental company

• Sourced $12 million of acquisition financing for a management buy-in of a consumer products marketing company

• Secured the financing of a management buyout of a niche consumer products company

• Arranged expansion financing for a 3D camera rental company

• Attracted $5 million of equity / near equity for computer products distribution company

• Sourced $3 million of funding for a start-up specialty retailer from a strategic partner


• Organized a successful defense of an unsolicited takeover initiative for a small cap public consumer products company

• Working with senior management we developed and initiated a long term growth strategy for a maturing food & beverage products company

• Advised on the process of choosing an underwriter for a $100 million Initial Public Offering for a food processing company