Mergers & Acquisitions

Financial advice and execution support

As a longstanding leader in the M&A market, we bring together the extensive resources of a full-service investment bank with the client-level focus of a boutique to provide a complete range of financial advisory and execution services to help our clients meet their strategic and financial goals. With decades of experience and deep industry and capital markets expertise, our M&A team works together with our industry bankers to help ensure our clients get the best advice to help them succeed. In the last decade, we have advised almost 450 transactions with an aggregate deal value of over $360 billion.

Working across industries and transaction sizes, we provide advice and execution services for:

  • Mergers

  • Acquisitions

  • Divestitures

  • Fairness opinions and valuations

  • Special committee assignments

  • Strategic defence

  • Spin-offs and other corporate reorganizations


Our proven divestiture process includes:

Evaluation

  • Engineering

  • Geoscience

  • Commercial

  • Reserves and a fully developed economic database

Quantification

  • Value estimate

  • Preparation of all evaluation materials

  • Information memoranda

  • Maps and displays and virtual data rooms

Marketing

  • Teaser

  • Buyer screening, access to decision makers

  • Executive presentations

  • Confidentiality agreements and scheduling of data rooms

Data Rooms

Preparation and oversight of physical data rooms, including virtual and seismic data rooms

Negotiation

  • Price and terms

  • PSA negotiation and closing assistance


Mid-market advisory

Our dedicated team will support you through your company’s most important strategic transactions with advisory and financing services differentiated by access, expertise and experience.

Canadian mid-market advisory

As one of Canada’s leading mergers and acquisitions firms, we bring industry and capital structuring expertise, global access to resources and buyers, and significant cross-border and international experience to private companies across Canada.

US mid-market advisory

Our Milwaukee-based investment banking arm CIBC Cleary Gull specializes in middle market mergers and acquisitions, private capital placement and debt advisory across the United States.