Most firms bundle everything into a single opaque mandate. We unbundle deliberately so you pay only for what you need. Every service below can be engaged independently or combined into a comprehensive direct investing strategy. Read what our clients say about working with us.
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DIRECT PRIVATE EQUITY CO-INVESTMENT SOURCING
Before: Blind pool fund allocations where you can't name a single portfolio company, and management fees compound regardless of performance.
After: Hand-picked co-investment positions in private Canadian businesses. You evaluate each deal individually. You decide what enters your portfolio.
Mid-market focus ($10M–$200M enterprise value). Our 87-point due diligence framework covers financials, management, market position, regulatory exposure, and downside modeling. Built on 15+ years of deal flow relationships with operators, founders, and private equity sponsors across Canada. We've sourced over 200 opportunities since 2010 and advanced fewer than 40 to client presentation.
Discuss a Deal →
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DIRECT REAL ASSET ACQUISITION & STRUCTURING
Before: Opaque real estate syndications with murky fee stacking, delayed reporting, and no ability to influence asset-level decisions.
After: Direct ownership of real estate, infrastructure, and resource assets — every line item visible, every management decision documented.
Asset classes include multi-residential properties, commercial real estate, renewable energy installations, and transportation infrastructure. We handle full lifecycle management from acquisition through disposition, structuring each transaction through purpose-built SPVs that provide asset isolation, tax efficiency, and clear governance. Current portfolio spans six Canadian provinces.
Explore Real Assets →
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MEZZANINE & PRIVATE CREDIT LENDING
Before: Broadly syndicated loans where you're one of hundreds of unnamed creditors with no visibility into borrower operations or covenant compliance.
After: Bilateral lending relationships where you're the named lender, with direct borrower access and target yields of 8%–14%.
We structure both senior secured and mezzanine debt positions, each underwritten individually with comprehensive cash flow modeling, collateral valuation, and downside scenario analysis. Typical loan sizes range from $2M to $25M with terms of 2–5 years. Every deal includes personal guarantees or hard asset collateral. Monthly interest reporting, quarterly borrower updates, and proactive covenant monitoring included.
Review Credit Deals →
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SPV FORMATION & ADMINISTRATION
Before: Complex permanent fund vehicles with layered governance, hidden administrative costs, and no ability to isolate individual deal risk.
After: Lean, single-deal entities. Tax-efficient. Governance-clear. Cost-transparent. Each asset ringfenced from the rest of your portfolio.
We coordinate legal formation with specialist counsel, draft subscription agreements and limited partnership terms, manage capital calls and distributions, and deliver quarterly financial reporting for each entity. Our SPV structures are designed to align investor incentives, minimize administrative burden, and provide clean exit pathways when it's time to wind down. We've administered 35+ SPVs since 2010 with zero governance disputes.
Structure a Vehicle →
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PORTFOLIO CONSTRUCTION & ALLOCATION ADVISORY
Before: Scattered allocations with no pacing strategy, concentrated sector risk, and liquidity surprises when capital calls arrive unexpectedly.
After: A staged commitment plan across sectors, asset classes, and vintage years — designed to match your actual liquidity and risk tolerance.
We build your private market allocation from scratch: liquidity assessment, risk tolerance mapping, tax considerations, commitment pacing, and vintage year diversification. For clients with existing private market exposure, we conduct a gap analysis to identify concentration risks and rebalancing opportunities. Our advisory framework integrates with your broader wealth plan — coordinated with your existing advisors, accountants, and estate planners.
Build Your Allocation →
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STANDALONE DUE DILIGENCE
Before: A glossy pitch deck and a handshake. No independent way to evaluate what you're being sold by a sponsor or operator.
After: A comprehensive 50–80 page investment memo with a clear recommendation, detailed risk matrix, and identified deal-breakers.
Scope includes financial statement analysis, management team assessment, competitive landscape review, regulatory and compliance mapping, customer concentration analysis, and downside scenario modeling. Delivered as a fee-for-service engagement ($15K–$50K depending on complexity) with no ongoing obligation. Ideal for investors evaluating third-party opportunities outside our deal flow. Also available as a downloadable checklist for preliminary screening.
Commission a Report →
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PORTFOLIO MONITORING & REPORTING
Before: Quarterly NAV statements with no context, no operational updates, and no proactive management of exit timing or portfolio rebalancing.
After: Consolidated quarterly reports with performance attribution, covenant monitoring, fair value marks, and forward-looking commentary.
Every client receives a single, consolidated document that covers cash distributions received, unrealized gains and losses by position, upcoming liquidity events, and any material changes in portfolio company operations. We track covenant compliance on all credit positions, flag early warning indicators, and provide updated exit pathway timelines. Clients with portal access via our client dashboard can view real-time position summaries between reporting cycles.
See Sample Report →
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EXIT STRATEGY PLANNING & EXECUTION
Before: Hope the manager remembers your position exists when it's finally time to sell — and hope the terms are still favorable.
After: Exit pathways modeled from day one. 23 successful exits to date. Median hold period: 5.3 years. Median MOIC: 2.1x.
Exit strategies are not an afterthought — they're embedded in every deal structure from the initial underwriting. Pathways include strategic sales to industry buyers, secondary market transactions, recapitalizations, IPO preparation, and management buybacks. We model multiple exit scenarios at entry and update them quarterly so you always know your options. When the market window opens, we move decisively.
Plan Your Exit →
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TAX-EFFICIENT INVESTMENT STRUCTURING
Before: Standard corporate structures. Generic tax advice. After-tax returns left entirely to chance.
After: Holding corporations, family trusts, LCGE optimization, cross-border structuring — each tailored to your specific circumstances.
We work in close coordination with your tax advisors and legal counsel to structure each investment for maximum after-tax efficiency. Our team has deep expertise in Canadian tax law as it applies to private transactions, including the lifetime capital gains exemption, inter-corporate dividends, partnership allocations, and cross-border considerations for U.S.-connected investors. Structure recommendations are always delivered in writing and reviewed by independent tax counsel. Check our FAQ for common tax structuring questions.
Optimize Your Structure →
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CLIENT ONBOARDING & INVESTOR EDUCATION
Before: Signed the papers and now what? Nobody explained the mechanics, the timelines, or what to actually expect.
After: A structured three-hour orientation covering direct investing mechanics, asset class fundamentals, fee walkthrough, and realistic return expectations.
Informed investors are better partners — and they make better decisions under pressure. We invest significant time upfront so there are no misalignments later. Onboarding covers how capital calls work, what illiquidity actually means in practice, how valuations are determined, and when to expect distributions. New clients also receive access to our resource library with guides, whitepapers, and market briefs written specifically for direct investors.
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