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Financial Advisory

Business Advisory & Corporate Finance | FINMA

Strategic Guidance for SMBs, Investors & Mid-Market Leaders

Integrated Corporate Finance & Transaction Advisory Services in Québec and Across Canada

At FINMA, we provide end-to-end advisory and corporate finance solutions for Small and Medium size companies. Our approach integrates strategy, strategic management, and operational insight to help owners buy, sell, raise capital, or restructure their businesses to grow and maximize Shareholder Value.

We combine the rigor of institutional deal-making with the pragmatism of operators who understand what happens after the transaction closes. Every engagement is senior-led, confidential, and outcome-driven.

Why Choose FINMA for Advisory Services?

With over two decades of combined experience across M&A, corporate finance, and restructuring, our partners deliver measurable results through disciplined execution and transparent communication.
From strategic positioning to deal closure and integration, we guide you through every step with a singular focus, maximizing shareholder value while minimizing risk.

Strategic Advisory & Financial Consulting

We partner with founders, shareholders, and investors to design tailored growth and Mergers and Acquisitions strategies. Our services include:

  • Business Strategy & Corporate Planning: Development of acquisition, expansion, or divestiture roadmaps supported by financial and market intelligence.
  • Deal Readiness Assessments: Operational, financial, and market positioning audits to prepare businesses for investor or buyer scrutiny.
  • Valuation & Negotiation: Sensitivity analysis financial valuation models, Scenario-based analysis of deal terms, and tax-efficient transaction structures.
  • Integration Strategy: Pre- and post-deal plans aligning people, systems, and capital for seamless execution.

M&A Lead Advisory – Buy-Side & Sell-Side

Disciplined Processes. Measurable Outcomes.

Whether you are looking to acquire/merge a business or exit one you’ve built, FINMA executes every M&A process with integrity, confidentiality, and maximize Shareholder value.

Buy-Side Advisory

We help acquirers identify, evaluate, and execute strategic acquisitions.

  • Target sourcing, outreach, and qualification
  • Valuation and sensitivity analysis financial modeling
  • Negotiation and due diligence
  • Financing strategy and post-close integration

Sell-Side Advisory

We manage structured sale processes to maximize valuation while protecting confidentiality.

  • Market positioning and CIM preparation
  • Buyer identification and outreach
  • Valuation, Bid management and LOI negotiation
  • SPA/APA and closing execution

Corporate Finance & Capital Raising

Debt. Equity. Hybrid Solutions — Structured for Long-Term Growth.

FINMA structures and executes capital solutions for growth, acquisitions, and shareholder liquidity events.

Our Financing Expertise Includes:

  • Debt Financing: Senior loans, mezzanine debt, asset-based lending
  • Equity Financing: Growth equity, minority recapitalizations, strategic investments
  • Hybrid Structures: Convertible notes, preferred shares, and dividend recaps
  • Capital Structure Optimization: Debt-to-equity ratios, covenant management, refinancing analysis

We leverage deep relationships across banks, private lenders, credit funds, and family offices to secure the right capital , not just any capital.

Valuations & Fairness Opinions

Independent, Defensible, and Transparent.

Our valuation experts provide valuation reports for transactions, tax planning, financial reporting, and shareholder matters.

Our Services Include:

  • Transaction valuations (buy-side / sell-side)
  • Fairness opinions for boards and shareholders
  • Financial reporting valuations

Each valuation is supported by documented assumptions, sensitivity analysis, and market evidence — built to withstand auditor, board, and regulatory review.

Connect with Us

At FINMA, we help clients make informed, confident decisions across corporate finance, M&A, and property management.
Our team delivers tailored advisory solutions that integrate financial expertise, operational insight, and fiduciary care — empowering business owners, investors, and property stakeholders to protect and grow their assets.

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Transaction Services & Diligence

Protect Value Before, During, and After the Deal.

Our diligent professionals deliver quality-of-earnings analysis, detailed financial modeling, and integration planning that safeguard value across the deal lifecycle.

Capabilities Include:

  • Buy-side and vendor due diligence
  • Financial, tax, and operational assessments
  • Quality-of-earnings (QoE) reviews and normalization
  • Post-merger integration (PMI) planning
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Every analysis is designed to surface risks early, quantify impact, and provide actionable recommendations.

Restructuring & Special Situations

Independent Perspective. Actionable Solutions.

When liquidity is tight or operations underperform, FINMA provides objective assessment and execution support under compressed timelines.

Restructuring Services Include:

  • Independent Business Reviews (IBRs)
  • 13-week cash flow forecasting
  • Debt advisory and covenant negotiation
  • Operational turnaround and cost optimization
  • Distressed M&A and divestitures

We stabilize financial performance, negotiate with creditors, and deliver realistic paths to recovery, not theoretical fixes.

Corporate finance, M&A, and property management for Canadian SMBs. Partner-led, hands-on execution from strategy to closing, practical accounting, rigorous finance, clear advice. Content is for information purposes and does not constitute legal, tax, or investment advice. 

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