Vision To establish ourselves as the leading independent lower-middle market Agri-Food M&A advisory firm in the Canadian and U.S. lower-middle marketplace.
Mission To create and drive real value with each of our private company clients, and potential clients, through skilled, professional and knowledgeable advisory services that consistently provide an outcome that exceeds their expectations.
Core Values
Be Helpful First
Trustworthiness - We earn it and we expect it
Integrity - We do the right thing
Competency – We work with smart, experienced and knowledgeable people
Confidentiality – A cornerstone for all our interactions
Interdependence – While independent, we depend on our partners
Our Promises
Client First
We will always be a client advocate first and a deal advocate second. This promise takes precedence over any other promise
Respect and Fairness
We will always treat our clients, partners, and affiliates with respect and fairness in all our dealings