We can support you through your company’s most important strategic transactions.
Who we are
Founded in 1990, CIBC Mid-Market Investment Banking is one of Canada’s leading mergers and acquisitions advisory firms. Our team provides advisory and capital-raising services to private companies valued over $10 million. Through over 30 years and hundreds of closed transactions, our mission has always been to deliver superior outcomes and provide our clients with the highest caliber of senior-level expertise.
Business owners and management work with us because we offer:
A dedicated focus on mid-market companies and a proven track record
Access to CIBC’s global resources and industry expertise
Extensive access to corporate and financial buyers
Significant cross-border and international experience
Capital structuring expertise
Unparalleled service, advice and execution while acting with integrity
Our Services
We have a substantial track record of success in helping owners buy, grow and ultimately sell their businesses. Our goal is always to maximize value for our clients. We advise business owners and management teams on the preparation and execution of transactions, including divestitures, acquisitions, management buyouts and raising capital.
Divestitures
Every divestiture is unique. As a business owner, you may consider transitioning ownership of your company to a third party, or you might have been approached by a potential strategic or private equity buyer. When planning a sale process strategy, it’s important to understand and address the specific needs of your shareholders.
Objectives
Achieving the highest possible selling price
Attracting the right buyers on a local and global scale
Obtaining the best available terms and conditions
Maintaining confidentiality
Ensuring minimal disruption to the ongoing business
We’ll work with you to develop a strategic understanding of your business and shareholders’ needs when going through a controlled, competitive sale process, and provide tactical and strategic advice every step of the way. Our role includes providing an analysis to determine the market value of your business, creating marketing materials, identifying and qualifying industry financial buyers, positioning the story, soliciting interest from potential buyers, negotiating key deal documentation, and facilitating due diligence, legal and other aspects of the transaction toward a successful completion.
Acquisitions
An acquisition may be the right strategy for your company if you’re seeking to
consolidate a fragmented market and achieve economies of scale; or
grow your business with new products, technology, markets or geographic reach.
Approach
Identifying, profiling and approaching potential acquisition targets to determine interest level
Conducting market and financial analysis to understand the potential target value and its impact on our clients’ financial performance
Leading or assisting negotiations around structure, terms and pricing of the acquisition
Securing the necessary financing for the transaction based on the optimal funding structure
Facilitating the due diligence process through to completion of the acquisition
Management buyouts
If you’re looking to seize an opportunity to buy out or acquire the company you manage, we can streamline this process, while being mindful of the sensitivities involved in management buyouts.
Approach
Working on behalf of management to assist you through the process to evaluate the business
Negotiating the price and structure of the transaction
Determining the appropriate capital structure and raise the required financing
Finding the best possible partner for equity financing with the help of our extensive network of equity investors across North America
Carrying out the transaction discreetly and confidentially
Ensuring the change in ownership is less likely to be disruptive to employees and customer relationships
Closing in a shorter timeframe, as due diligence will be limited to the requirements of the finance providers
Raising capital
We can raise growth equity for high-growth companies or capital to fund an acquisition, shareholder distribution or significant expansion project.
Approach
Undertaking a detailed financial analysis of your objectives and growth opportunities
Determining the optimal funding structure while balancing the blended cost of funds with the acceptable levels of risk for sufficient flexibility
Identifying and evaluating potential investors and their investment criteria
Creating a marketing plan that will position your company as an attractive investment opportunity in a competitive bidding environment of prospective investors
Securing the best possible terms
Arranging for the due diligence, legal and other aspects of the transaction
Providing you direct access to key decision makers across a wide spectrum of investors globally who can provide unique insights into investors’ “playbooks,” investment committee approval processes, and valuation parameters
Every divestiture is unique. As a business owner, you may consider transitioning ownership of your company to a third party, or you might have been approached by a potential strategic or private equity buyer. When planning a sale process strategy, it’s important to understand and address the specific needs of your shareholders.
Objectives
Achieving the highest possible selling price
Attracting the right buyers on a local and global scale
Obtaining the best available terms and conditions
Maintaining confidentiality
Ensuring minimal disruption to the ongoing business
We’ll work with you to develop a strategic understanding of your business and shareholders’ needs when going through a controlled, competitive sale process, and provide tactical and strategic advice every step of the way. Our role includes providing an analysis to determine the market value of your business, creating marketing materials, identifying and qualifying industry financial buyers, positioning the story, soliciting interest from potential buyers, negotiating key deal documentation, and facilitating due diligence, legal and other aspects of the transaction toward a successful completion.
Acquisitions
An acquisition may be the right strategy for your company if you’re seeking to
consolidate a fragmented market and achieve economies of scale; or
grow your business with new products, technology, markets or geographic reach.
Approach
Identifying, profiling and approaching potential acquisition targets to determine interest level
Conducting market and financial analysis to understand the potential target value and its impact on our clients’ financial performance
Leading or assisting negotiations around structure, terms and pricing of the acquisition
Securing the necessary financing for the transaction based on the optimal funding structure
Facilitating the due diligence process through to completion of the acquisition
Management buyouts
If you’re looking to seize an opportunity to buy out or acquire the company you manage, we can streamline this process, while being mindful of the sensitivities involved in management buyouts.
Approach
Working on behalf of management to assist you through the process to evaluate the business
Negotiating the price and structure of the transaction
Determining the appropriate capital structure and raise the required financing
Finding the best possible partner for equity financing with the help of our extensive network of equity investors across North America
Carrying out the transaction discreetly and confidentially
Ensuring the change in ownership is less likely to be disruptive to employees and customer relationships
Closing in a shorter timeframe, as due diligence will be limited to the requirements of the finance providers
Raising capital
We can raise growth equity for high-growth companies or capital to fund an acquisition, shareholder distribution or significant expansion project.
Approach
Undertaking a detailed financial analysis of your objectives and growth opportunities
Determining the optimal funding structure while balancing the blended cost of funds with the acceptable levels of risk for sufficient flexibility
Identifying and evaluating potential investors and their investment criteria
Creating a marketing plan that will position your company as an attractive investment opportunity in a competitive bidding environment of prospective investors
Securing the best possible terms
Arranging for the due diligence, legal and other aspects of the transaction
Providing you direct access to key decision makers across a wide spectrum of investors globally who can provide unique insights into investors’ “playbooks,” investment committee approval processes, and valuation parameters
Market insights
As market leaders and active participants in the Canadian mergers and acquisitions market, our team can provide valuable insight into market trends.
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Video: Business succession stories: Hub Equipment (2:27)
Succession is the most challenging part of dealing with a successful family business. Tom Stevenson, President of Hub Equipment, talks about his journey.
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Video: Business succession stories: m-Health Solutions (2:09)
“In 2019, my business partner wanted to retire and it was at that point that it really made me think, ‘What will my exit strategy be?’” Sandy Schwenger, CEO, m-Health Solutions, talks about her journey.
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Video: Business succession stories: Comptrak (2:20)
Lasse Silegren and Perry Doody started Comptrak with the intent to sell it one day. That day has dawned, and they reflect on their exit journey, the emotional ups and downs and the importance of having the right advisor to assist them along the way.
We have a team of seasoned professionals with offices in Toronto, Montreal, Vancouver, Calgary and Edmonton and provide services across all regions of Canada.
