Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $2.1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. Evan enjoys helping businesses plan and refines their strategies, prepare for corporate actions, and hone their capital-raising approach.
Saved the client $2.5 million by independently negotiating improved terms with the lender on a circa $17 million debt offering.
Restarted negotiations at the request of the client CEO and shareholders in an M&A transaction when discussions reached an impasse. Regained control of the process, restarted talks, and guided the transaction to a successful sale at 4x market price.
Advised and assisted in public listing on the Toronto Stock Exchange.