Realize your business potential with our experts
who bring global insights and expertise.
Book your consultation
Scale new heights in business performance
BOOKING AN APPOINTMENT
Comprehensive Wealth
Realize the potential of your business with our experts who bring global insights and local expertise.
BOOKING AN APPOINTMENT

Advisory

Business Advisory & Corporate Finance | FINMA

Strategic Guidance for Entrepreneurs, Investors & Mid-Market Leaders

Integrated Corporate Finance & Transaction Advisory Services in Québec and Across Canada

At FINMA, we provide end-to-end advisory and corporate finance solutions for entrepreneurs, private companies, and family offices. Our approach integrates strategy, capital markets expertise, and operational insight to help owners buy, sell, raise capital, or restructure their businesses with confidence and precision.

We combine the rigor of institutional deal-making with the pragmatism of operators who understand what happens after the transaction closes. Every engagement is senior-led, confidential, and outcome-driven.

Why Choose FINMA for Advisory Services?

With over two decades of combined experience across M&A, corporate finance, and restructuring, our partners deliver measurable results through disciplined execution and transparent communication.
From strategic positioning to deal closure and integration, we guide you through every step with a singular focus , maximizing value while minimizing risk.

Strategic Advisory & Transaction Consulting

We partner with founders, shareholders, and investors to design tailored growth and liquidity strategies. Our services include:

  • Business Strategy & Corporate Planning: Development of acquisition, expansion, or divestiture roadmaps supported by financial and market intelligence.
  • Deal Readiness Assessments: Operational, financial, and market positioning audits to prepare businesses for investor or buyer scrutiny.
  • Negotiation & Structuring Support: Scenario-based analysis of deal terms, equity participation, and tax-efficient transaction structures.
  • Integration Strategy: Pre- and post-deal plans aligning people, systems, and capital for seamless execution.

M&A Lead Advisory – Buy-Side & Sell-Side

Disciplined Processes. Measurable Outcomes.

Whether you are looking to acquire a business or exit one you’ve built, FINMA executes every M&A process with precision, confidentiality, and competitive tension.

Buy-Side Advisory

We help acquirers identify, evaluate, and execute strategic acquisitions.

  • Target sourcing, outreach, and qualification
  • Valuation and scenario modeling
  • Negotiation support and due diligence coordination
  • Financing strategy and post-close integration

Sell-Side Advisory

We manage structured sale processes to maximize valuation while protecting confidentiality.

  • Market positioning and CIM preparation
  • Buyer identification and outreach
  • Bid management and LOI negotiation
  • SPA negotiation and closing execution

Corporate Finance & Capital Raising

Debt. Equity. Hybrid Solutions — Structured for Long-Term Growth.

FINMA structures and executes capital solutions for growth, acquisitions, and shareholder liquidity events.

Our Financing Expertise Includes:

  • Debt Financing: Senior loans, mezzanine debt, asset-based lending
  • Equity Financing: Growth equity, minority recapitalizations, strategic investments
  • Hybrid Structures: Convertible notes, preferred shares, and dividend recaps
  • Capital Structure Optimization: Debt-to-equity ratios, covenant management, refinancing analysis

We leverage deep relationships across banks, private lenders, credit funds, and family offices to secure the right capital , not just any capital.

Valuations & Fairness Opinions

Independent, Defensible, and Transparent.

Our valuation experts provide CICBV- and IVS-compliant valuation reports for transactions, tax planning, financial reporting, and shareholder matters.

Our Services Include:

  • Transaction valuations (buy-side / sell-side)
  • Fairness opinions for boards and shareholders
  • Tax and estate valuations (estate freezes, reorganizations)
  • Financial reporting valuations (PPA, impairment testing)

Each valuation is supported by documented assumptions, sensitivity analysis, and market evidence — built to withstand auditor, board, and regulatory review.

Connect with Us

At FINMA, we help clients make informed, confident decisions across corporate finance, M&A, and property management.
Our team delivers tailored advisory solutions that integrate financial expertise, operational insight, and fiduciary care — empowering business owners, investors, and property stakeholders to protect and grow their assets.

Transaction Services & Diligence

Protect Value Before, During, and After the Deal.

Our diligence professionals deliver quality-of-earnings analysis, detailed financial modeling, and integration planning that safeguard value across the deal lifecycle.

Capabilities Include:

  • Buy-side and vendor due diligence
  • Financial, tax, and operational assessments
  • Quality-of-earnings (QoE) reviews and normalization
  • Post-merger integration (PMI) planning
  • 3-statement and LBO modeling with scenario testing

Every analysis is designed to surface risks early, quantify impact, and provide actionable recommendations.

Restructuring & Special Situations

Independent Perspective. Actionable Solutions.

When liquidity is tight or operations underperform, FINMA provides objective assessment and execution support under compressed timelines.

Restructuring Services Include:

  • Independent Business Reviews (IBRs)
  • 13-week cash flow forecasting
  • Debt advisory and covenant negotiation
  • Operational turnaround and cost optimization
  • Distressed M&A and divestitures

We stabilize financial performance, negotiate with creditors, and deliver realistic paths to recovery ,not theoretical fixes.

Life Insurance​

    Health Insurance​

      Disability Insurance​

        Long-Term Care Insurance​

          SPEAK TO AN ADVISOR