ALBERTA ROOTS. GLOBAL REACH. LIMITLESS POSSIBILITIES.

A full-service advisory firm delivering customized financial solutions across key sectors.

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Your dedicated partner.

Access holistic corporate and capital markets advisory services combined with robust financial solutions to support your business. Our team understands your strategic goals and will support you as you achieve them.

About us

A track record of successful deal execution

Global Auto Holdings Ltd.
Participant & Joint Bookrunner
US$1,557,500,000
Global Auto Holdings Ltd.
Term Loan A
Senior Unsecured Bridge Facility
Senior Unsecured Notes
November 2024
Perpetual Energy Inc.
Financial advisor
CA$353,000,000
Perpetual Energy Inc.
For the Strategic Recombination with
Rubellite Energy Corp.
October 2024
NorthRiver Midstream Inc.
Joint Bookrunner
US$610,000,000
NorthRiver Midstream Inc.
Senior Secured Notes
October 2024
Saturn Oil & Gas Inc.
Joint Bookrunner
US$650,000,000
Saturn Oil & Gas Inc.
Senior Secured Notes
October 2024
Crew Energy Inc.
Financial Advisor to the Special Committee of
CA$1,383,000,000
Crew Energy Inc. 
For the Sale to 
Tourmaline Oil Corp.
October 2024
Canopy Growth Corp.
Sole Placement Agent
US$150,000,000
Canopy Growth Corp.
Senior Unsecured Convertible Debentures
February 2023

Recent Equity Research insights

Canada's Crude Awakening: Tariff-ic Troubles - Eh?

January 17, 2025 - Potential impacts of US tariffs on the energy sectors in Canada.

Canadian Upstream and Integrated Oil & Gas Outlook

December 18, 2024 - 2025 and Beyond

2025 Diversified Industries Outlook

December 16, 2024 - The Question of the Marginal Dollar

Our expertise

Delivering comprehensive financial and advisory services to help clients grow, evolve and succeed.

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Investment Banking

An experienced team providing strategic advisory services across key sectors with a proven track record of success.

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Corporate Banking

A solutions focused Corporate Banking team offering customized financial solutions and industry tailored advice.

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Fixed Income, Currencies & Commodities

Global markets expertise in Debt Capital Markets, Leveraged Finance, Credit, Rates, FX and Commodities.

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Equities

Access custom investment opportunities for institutional clients in traditional and high growth sectors.

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Equity Research

A holistic view of the sectors driving our economy and the tools to realize investment opportunities.

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Industry Expertise

A deep level of expertise and strong commitment to key sectors across Canada and the U.S.

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Your financial and advisory partner.

Accelerate your strategic growth with the support of our dedicated team.