Why & Who

Why Do Corporate Borrowers Need Advice?

  • Borrowers in Canada are at a disadvantage when negotiating with their banks and other lenders.
  • Banks have market insight and resources beyond the reach of all but the largest corporations.
  • Companies, particularly those dealing with one bank, need advisors with banking knowledge.
  • Lenders benefit when they get information they need in a format they can use.

Who Identifies The Need?

  • Accountants with clients having banking challenges or that want another opinion on a term sheet.
  • Lawyers that have clients who need a second opinion on a financing proposal or help to get prepared for a transaction.
  • Bankers that have clients or targets that can’t seem to provide the information they need.
  • Management at companies familiar with the value we’ve brought in other engagements.
You can see comments on some of the work we’ve done in the past:
There’ve been three articles published in Business In Vancouver that discuss different areas related to our practice:
“Corporate Borrowers Reap Benefits From Having Banking Advisers”, Business in Vancouver, July 12, 2019
“Let Facts Guide Management of Foreign Exchange Risk”   Business in Vancouver, March 16th, 2017
“Assessing the new Do-It-Yourself approach to corporate borrowing”   Business in Vancouver, October 18, 2016
We are interested in discussing any requirement that someone believes we could assist with. Some examples of what we’ve done the past are: