Services

Fort Capital has acted on a diverse portfolio of successful sale, merger and acquisition transactions on behalf of both privately-held and publicly-traded clients of all sizes and across most industry sectors. We work closely with legal and tax advisors to ensure our clients are best positioned to achieve their overall objectives.

Our sale, merger and acquisition services include:

• Sell-side advisory mandates and other corporate divestitures
• Buy-side transactions for both private and public companies
• Public company mergers and going private transactions
• Strategic investments
• Other special or independent committee assignments

Boards and Special Committees trust that Fort Capital will produce detailed, independent opinions that exceed the expectations and demands of the marketplace. Our work marries robust analytics with common sense and experience gained over decades working in the capital markets.

Fairness opinions are provided to our clients as a component of our primary work on M&A mandates; we’re also periodically engaged by Special Committees to provide independent assessments of transactions under review where other financial advisors have provided financial advice. Where these transactions involve related parties, a formal valuation of the target, and potentially the consideration offered, may be required, and Fort Capital is well positioned to provide these “capital V” valuations. Boards and Special Committees seeking quality advice and reports that are not simply rubber stamps, as well as the law firms that advise them, have found our work to be of an exceptional quality that adds value to the decision-making process, and strengthens the quality of a transaction presented to shareholders for their consideration. We’re proud to play a part in this important work.

Fort Capital opinions are prepared in compliance with standards as set out by both the Canadian Institute of Chartered Business Valuators (CICBV) and the Investment Industry Regulatory Organization of Canada (CIRO).

Our partners work with companies to meet the challenge of raising growth equity capital, working closely with clients to carefully consider the issuer’s needs, current market conditions and risk comfort level. We add value through our experience in and knowledge of the sectors in which clients operate, and our ability to develop, approach and negotiate with an extensive network of targeted strategic, institutional, family office and high-net-worth investors.

Our role is to help clients raise equity capital on better terms, including higher valuations, than they would likely attain on their own, and in ways that will allow them to expand their business or meet other key objectives.

In situations where we are not best suited to meet a client’s needs, we provide candid advice with respect to other options. We identify as “long-term greedy,” which means we consistently build upon our reputation for being confident that our clients will find success when we do take on a mandate—and candid when we know the fit isn’t right.

Equity Capital raising services include:

• Growth, acquisition and bridge financing
• Recapitalizations and restructurings
• Staged liquidity transactions
• Advice on optimal capital structure
• Negotiation and structuring of placements

Fort Capital Securities Ltd. (or FCSL) is an “exempt market dealer”, registered with securities commissions from British Columbia through Quebec. Many of our partners are registered through FCSL as “dealing representatives”, allowing us to work with issuers on the placement of equity or debt securities to accredited investors.