Through private equity financing our clients can raise growth capital, secure valued institutional investor partners, facilitate long term succession planning and in certain instances realize some liquidity. We assist clients with transactions ranging from $5 million to $30 million or more.

Our team of experienced corporate finance professionals mobilizes quickly, adapts to changing situations, and specializes in innovative structures that satisfy the needs of both issuer and investor. For each transaction we target the most suitable private equity firms in Canada, the U.S. and Europe, approaching these funds with a compelling and tailored investment rationale.

Transactions
We focus on the following types of transactions:

• Expansion capital
• Transactions that facilitate accelerated growth
• Acquisition capital
• Replacement capital
• Leveraged buy-outs
• Management buy-outs
• Management buy-ins

In addition to funding, our services include:

• Long-term financial advisor
• Developing and driving strategy with management teams
• Introduction to new markets and to new business partners
• Transaction advisory services
• Identifying and implementing acquisitions
• Developing exit strategies
• Facilitating debt, equity and mezzanine financings
• Financial structuring and restructuring
• Replacing exiting shareholders

Characteristics of Deals
We focus on investment opportunities that offer certain critical characteristics:

• Management with a solid track record and appropriate experience;
• Management who have built a viable business but may be wanting to go the next step up in growth and need more sophisticated partners at the table;
• Management who have been succesful but are now tired and may want fresh talent to help grow the business.
• Niche markets with high barriers to entry. These barriers may include large assets, strong market share, proprietary technology, brands, equipment and trademarks.
• A realistic exit strategy; within a four-to-five-year time horizon.
• Profitability and financial viability of the businesses are important, and
• A positive EBITDA is often key, but surprisingly, not critical.

Businesses in all industries are considered
Canada is a small market and we have discovered that each business has the opportunity to get funded by the right investors at the right price.

Business Advisory Services
We recognize that raising capital from the private equity funds may not be immediately possible for many companies. At Loewen & Partners, we offer business advisory services to help companies get on the road to attracting investors (not only angels and aunts!)

Our advisory services are:

• Team-based strategic planning
• Writing the business plan - take away the pain for the CEO
• Execution
• Business model - how you make the money
• CEO and Team Retreats and Conferences
• Board meetings
• Strategy Audit
• Mediation
• Family Business
• Team Building
• Succession Planning and Process