At FINMA, our approach is built on a simple principle , act as true fiduciaries for our clients, not intermediaries. We combine deep financial acumen, operational realism, and international perspective to deliver solutions that protect, create, and sustain value.
Every engagement we take on , from a business sale to a capital raise to an asset management mandate — is led directly by partners with decades of transaction, financial, and operating experience. There are no handoffs, no junior substitutions, and no generic playbooks — only focused, senior-led execution designed around each client’s objectives.
Markets, capital, and opportunities transcend borders. Our team brings an international viewpoint shaped by cross-border M&A, capital markets, and global investor networks.
We understand the nuances of operating in Québec and Canada , but we think globally when it comes to strategy, valuation, and growth.
Our engagements are sharply defined. We prioritize clarity of mandate, measurable milestones, and transparent accountability.
Every FINMA process , whether advisory, diligence, or management is mapped, documented, and reported with institutional-grade rigor.
We begin by understanding your strategic objectives — whether that’s growth, exit, recapitalization, or stabilization.
Our scoping process defines key success metrics, constraints, and timelines before any work begins.
Deliverables include:
We assess financial, operational, and market realities to build a clear, actionable plan.
Our analysis blends financial modeling, industry benchmarking, and operator insight to identify value drivers, risks, and structural levers.
Applied across:
Our senior advisors oversee every stage , from diligence to closing.
We coordinate with legal, accounting, and tax professionals, ensuring seamless cross-disciplinary execution.
Execution disciplines include:
Due diligence and negotiation leadership
Our work doesn’t end at closing. We stay engaged through integration, performance tracking, or asset stabilization.
We help clients realize the strategic, financial, and operational benefits envisioned in the initial plan.
Post-engagement deliverables often include:
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.
Corporate Finance
We analyze and structure balance sheets with a long-term view — aligning cost of capital with strategy. Our goal: financing that fuels growth without compromising flexibility.
M&A Advisory
We combine transaction experience with operational perspective to execute deals that endure beyond closing. Every process is tailored, disciplined, confidential, and designed for value creation.
Property Management
Where real assets intersect with financial mandates, FINMA delivers operational continuity. We manage properties with the same rigor we apply to corporate finance, transparent, data-driven, and compliance-focused.
