Engagements & Mandates

November 2019 Current Assignments

Consumer, Industrial & Financial

Real Estate

  • Residential Development: Engaged by a Canadian real estate developer to assist in arranging strategic partnerships with manufactured home companies.
  • Boutique Hotel: Mandated to seek buyers for a luxury hotel on Mykonos Island in Greece.

Consumer & Household Products

  • Apparel Canada: Arranged sale of a Canadian glove company to Swedish public company.
  • Household Products Brazil: Engaged to identify acquisitions targets in Brazil for Swedish company that is the 2nd largest mattress company in the world.

Food Products & Services

  • Frozen Food Argentina: Initiated the acquisition of a frozen food Company in Argentina by a Canadian global specialty food producer.
  • Aquaculture Canada: Advised Canadian specialty $100 million fish processor on acquiring US assets owned by a Norwegian company.
  • Food Products Canada/Europe: Engaged to identify and solicit acquisition targets in Western and Eastern Europe for a Canadian global food company.
  • Food Processing Denmark: Advised Danish company on sale of its Swedish food processing plant.
  • On-Site Catering Brazil: Engaged to raise financing by privately owned Brazilian company that provides on-site meal services to 100+ companies in 8 Brazilian States.
  • Farm Land Brazil: Engaged by a Brazilian owner to find a buyer for of a significant acreage of farm land producing two crops a year - soya and corn. Land is located in one of Brazil's most productive regions.

Forest Products

  • Canada: Advisor to Canadian producer of white wood, cedar, veneer and specialty plywood on acquisitions and on debt and equity financing.
  • Sweden: Responsible for majority acquisition of Swedish wood processing company by Swiss based private investment interests.
  • Canada : Analyzed the British Columbia pulp industry for a major Swedish forest product company with an emphasis on the effects of the mountain pine beetle infestation and on identifying investment opportunities.
  • Canada : Engaged to analyse Eastern Canada's forest products industry for a major Canadian financial institution, with the objective of investing millions a year in small and medium sized forest products enterprises.


  • Chemicals Canada: Engaged to identify acquisition candidates in USA / Canada, Brazil and Europe for a Canadian producer of pulp and paper chemicals.
  • Agricultural Replacement Parts Brazil: Sale of a Brazilian distributor of replacement parts for harvester agricultural equipment.
  • Agricultural Replacement Parts #2 Brazil: Mandated to sell two other distributors of agricultural equipment replacement parts.
  • Oil Field Equipment Argentina: Mandate to approach a specific possible buyer identified by Collins for the leading manufacturer of API 6A & 6D oilfield equipment in Argentina.


  • Banking Romania: Engaged by Romanian Bank to assist in a capital restructuring, and to arrange additional Tier 1 capital from private investors from Western Europe.


Med-Tech/Life Sciences

  • Drug Discovery USA: Engaged to arrange financing for a USA drug discovery company with recognized experts that pioneered the field of Artificial Intelligence-Machine Learning for drug/molecular discovery.

Energy & Cleantech

  • Micro/Mini Hydro Croatia: Engaged to arrange financing for a series of mini/micro hydro sites in Croatia.
  • Hydro Canada / New England: Retained by Canadain telecom holding company to assess the pros and cons of the holding company acquiring a series of small hydro plants in New England and New York.

Software, IP, Technology

  • Software Platform Sweden: On behalf of a Swedish bank, arranged the purchase by a Canadian public Company of a Swedish software Company specializing in presence management applications.
  • Telecom Software Sweden: Acquisition mandate covering North America, Europe and South America for a public Swedish mobile telecom Software Applications Company.
  • Telecom IP Sweden: Sourced and negotiated acquisition of IP rights to advanced telecommunications software application from a German company for a public Swedish company.
  • Internet Start-up Canada: Sourced US $10 million for a Canadian e-commerce B2B start-up.
  • Optical Data Storage Sweden/Hungary: Assisted in raising financing for a Swedish / Hungarian optical data storage company. Additionally supplied company with "bridge" staffing in business development, technology planning, market penetration strategy and financial modeling.
  • Video Conferencing /IVR Canada: Arranged VC financing for Canadian video conferencing / IVR company.
  • Internet / Telecom Dating Canada: Arranged VC financing for Canadian company operating a dating and internet / telecom platform.
  • HR Talent Assessment Romania: Engaged to arrange financing for a Romanian software company that has developed a cloud based fully customizable assessment and development platform allowing for psychometric testing of current and potential employees to maximize an organization.s success. This is a rapidly growing multi-billion dollar market.
  • Knowledge Engine for Smart Business Greece: Financial advisor and agent to arrange financing for a Greek software company that has a new, revolutionary artificial intelligence platform powered by natural language processing that helps navigate through oceans of data flows, to focus on what.s important and make decisions with more confidence.

Research & Development

  • R&D Assessment Canada: On behalf of a large Canadian Government owned R&D facility, in partnership with a major IP law firm, performed: "Customized Review and Recommendations Regarding Intellectual Property Management and a Strategy to Enable Intellectual Property Commercialization of Selected Technologies". The assignment was to see if the technologies had any commercial applications/markets, and, if so, what issues lay between where the technology is now, and what will be needed for success in target markets. Several of those involved optical detection in hostile environments.