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M&A and Buyout Financing

Commercial Banking

Structuring $1MM–$50MM transactions, including M&A financings and business buyouts, at Canadian Western Bank.

Services:

Transaction structuring

Client:

Confidential

Year:

2023 – 2025

Overview

I structured transactions from $1MM to $50MM, including M&A financings and business buyouts, partnering with legal and cash management teams through closing.

Approach

I worked one-on-one with business owners to gather financials, assess risk across market, borrower and industry factors, and explain credit decisions.

Overview

I structured transactions from $1MM to $50MM, including M&A financings and business buyouts, partnering with legal and cash management teams through closing.

Approach

I worked one-on-one with business owners to gather financials, assess risk across market, borrower and industry factors, and explain credit decisions.