The Concierge Group is comprised of a diverse team of experienced professionals who have advised on strategy, managed debt and equity financings and on acquisition transactions. Our team has extensive Canadian, US and UK experience, executed transactions from cradle to grave and worked with governments at Federal, Provincial and local levels. We are seasoned at navigating high level strategic planning and lobbying, combined with hands-on experience in building financial models and executing… Show more The Concierge Group is comprised of a diverse team of experienced professionals who have advised on strategy, managed debt and equity financings and on acquisition transactions. Our team has extensive Canadian, US and UK experience, executed transactions from cradle to grave and worked with governments at Federal, Provincial and local levels. We are seasoned at navigating high level strategic planning and lobbying, combined with hands-on experience in building financial models and executing transactions from cradle to grave. Our team has deep and strong relationships with Leaders of Indigenous Communities and Senior Executives on Bay Street. The team is based in Hamilton, Oakville and Toronto. Our partner, Alex Bishop, is Special Advisor on Economic Reconciliation to National Chief Cindy Woodhouse – Nepinak at the Assembly of First Nations.Our services include Refinancing Solutions, Growth Strategies, Investment Management, Capacity Building, Acquisitions and Business Valuations for both Indigenous and non-Indigenous organizations. Please visit our website at concierge-group.org Show less

Your strategic partner for senior credit alternative financing solutions. Our sector agnostic forum facilitates a wide range of products including revolving facilities, term loans, warehouse facilities and in certain situations, subordinated loans. The senior management team is well seasoned in lending and operations with a “unique relationship making” approach to providing solutions to prospects and clients. Our rates are competitive at 8 to 12% plus customary fees. We can accommodate… Show more Your strategic partner for senior credit alternative financing solutions. Our sector agnostic forum facilitates a wide range of products including revolving facilities, term loans, warehouse facilities and in certain situations, subordinated loans. The senior management team is well seasoned in lending and operations with a “unique relationship making” approach to providing solutions to prospects and clients. Our rates are competitive at 8 to 12% plus customary fees. We can accommodate financing from $5MM to $80MM, for 6 months to 10 years between. Show less

Seasoned finance professional with Canadian, US and European experience working for credit funds and global banks. Executed innovative funding solutions for global mid market companies ranging from restructuring to high growth, including private equity transactions. Funded private debt and asset based lending transactions for domestic and cross border deals in excess of $3.5 billion.

Managed the UK team, manoeuvring between relationship management, portfolio, underwriting, new business development and workout skills, as required. Developed new business through external network of intermediaries, sponsors, turnaround specialists and an internal global network of bankers. Constructed innovative debt structures incorporating detailed research on security and enforceability of North American, European and Asian insolvency regimes. Restructured facilities and recovered monies… Show more Managed the UK team, manoeuvring between relationship management, portfolio, underwriting, new business development and workout skills, as required. Developed new business through external network of intermediaries, sponsors, turnaround specialists and an internal global network of bankers. Constructed innovative debt structures incorporating detailed research on security and enforceability of North American, European and Asian insolvency regimes. Restructured facilities and recovered monies from clients undergoing difficulties. Cross-sold numerous corporate banking solutions to portfolio clients. Facilitated cross border transactions for the corporate banking team. Spearheaded a global cross selling project for the US commercial bankers. Show less

Responsible for the management and performance of the underwriting team, which structured and funded asset-based facilities for buyout, turnaround, re-capitalisation, acquisition and re-financing to a broad range of mid market businesses, including private equity buyouts. Excelled in reaching consensus with a broad range of stake holders. Executed and funded asset based lending and hybrid transactions from cradle to grave. New business generated through network of intermediaries, accounting… Show more Responsible for the management and performance of the underwriting team, which structured and funded asset-based facilities for buyout, turnaround, re-capitalisation, acquisition and re-financing to a broad range of mid market businesses, including private equity buyouts. Excelled in reaching consensus with a broad range of stake holders. Executed and funded asset based lending and hybrid transactions from cradle to grave. New business generated through network of intermediaries, accounting firms, law firms, private equity and debt groups, and directly with companies seeking finance. Built, led and managed the operations teams from scratch, training staff, establishing and implementing credit and operations procedures. Supervised and conducted liquidation of problem accounts. Show less

Managed and executed due diligence assignments on asset-based lending transactions at prospective and existing client premises throughout North America. Provided on the ground support for distressed portfolio clients. Trained and supervised Canadian and US team members.

Planned, implemented, supervised and managed all aspects of audit, review and compilation engagements with numerous public and private companies. Implemented planning to achieve the most tax efficient operational results. Managed forensic and insolvency assignments.

Participate in field audits of multinational and national corporations.