Recent Transactions
Snapshot of transactions that Smythe’s advisory team has recently consulted on, and has helped close successfully. If you have similar needs, reach out to our advisors today.
ACQUISITION OF TRANSPORTATION AND LOGISTICS COMPANY BY STRATEGIC PURCHASER
Financial advisor to a family office on the acquisition of a transportation and logistics company, providing due diligence services including quality of earnings report.
SALE OF LSJ PUBLISHING LTD. TO PRIVATE PURCHASER
Smythe Advisory acted as the exclusive divestiture advisors to LSJ Publishing Ltd. in the sale of their business to a private purchaser.
SALE OF DEL FISHER INSURANCE INC. TO HUB INTERNATIONAL CANADA WEST ULC
Smythe Advisory acted as the exclusive divestiture advisors for Del Fisher Insurance Inc., a Calgary-based P&C brokerage, for its sale to HUB International Canada West ULC.
SALE OF RHODES WELLNESS COLLEGE TO PRIVATE PURCHASER
Smythe Advisory acted as the exclusive divestiture advisors to Rhodes Wellness College in the sale of their business to a private purchaser.
ACQUISITION OF INDUSTRIAL DISTRIBUTOR BY FINANCIAL PURCHASER
Financial and tax advisor to a family office on the acquisition of an industrial distribution company, providing due diligence services, including quality of earnings report and structuring.
SALE OF SELECT BMS CANADA RISK SERVICES LTD. ASSETS TO WYLIE-CRUMP LTD.
Exclusive financial advisors to BMS Canada Risk Services Ltd. in the divestiture of their Vancouver-based specialized book of business to Wylie-Crump Ltd.
SALE OF WILFRED LEONG INSURANCE AGENCIES LTD. TO MURRICK GROUP
Exclusive financial advisors to the shareholders of Wilfred Leong Insurance Agencies Ltd. in the sale of their business to Murrick Group.
VALUATION OF AN EDUCATIONAL SOFTWARE BUSINESS
Valuation of an educational software business for financing purposes.
ACQUISITION OF EXOCOR BY AUGUST CORPORATE PARTNERS
Financial and tax advisors to August Corporate Partners throughout the acquisition process, with services that included deal structuring, tax planning and review of agreements.
SALE OF SHUSWAP INSURANCE BROKERS TO SASCU FINANCIAL GROUP
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.
EXPERT REPORT FOR INSURANCE BROKERAGE IN MATRIMONIAL DISPUTE
Prepared an independent expert witness report expressing our opinion on the value of an insurance brokerage for purposes of matrimonial litigation.
