We provide expert guidance & concrete solutions
to corporations needing assistance in;
Our Underwriting Team
Our Underwriting Team is the heart of our company and is comprised of experienced accountants, financial and technical analysts, and risk management professionals.
Our strength is our ability to ‘financially position’ clients to maximize their funding options. We understand financing obstacles and challenges and apply financing solutions and risk management techniques to successfully fund complex transactions.
The Underwriting Team also manages internal ‘special purpose’ capital pools, including Phoenix Asset Finance Inc. which provides asset based bridge and term loans to our clients. These services include the origination, administration and collection of portfolio loans.
Our Underwriting Team will review new financing requests and provide Financing Assessments without cost or obligation. For Clients who engage Phoenix Corporate Finance to start the funding process, our Underwriting Team provides the following services;
✓ Review and validation of working capital financial models
✓ Research and creation of Industry Comparison Charts
✓ Compilation of Due Diligence Reports
✓ Creation of Technical Research & Assessment Reviews
✓ Corporate Valuations
Corporate Finance Team
Whether your objectives are transitioning your Company to the “next stage” via new capital, merger and acquisition, asset divestiture, or business preservation under financially distressed circumstances – our Corporate Finance Team can help.
Our Corporate Finance Team offers expert financial, advisory, structuring and transaction management skills for complex and highly leveraged transactions, which are normally only available to larger corporations.
The accumulated experience of our Corporate Finance Team provides the added-value expertise your company needs when seeking alternative financing.
We are a close-knit team of professionals who focus on the individual financing needs of smaller Canadian corporations. The individual members of our Corporate Finance Team bring transactional, advisory, and technical expertise to each and every financing request we receive. A member of our Corporate Finance Team is assigned to each financing submission received.
A Phoenix Corporate Finance Professional is assigned to lead each engagement. Our clients have open access to corporate finance, investment banking, accounting and risk management professionals who know what funding options will best accommodate their financing requirements.
From initial contact, through due diligence, deal structuring, negotiation and closing, our Corporate Finance Team will successfully navigate your company through each stage of the funding process.
Our company was created by experienced corporate finance and investment banking professionals
Capital Markets Team
The members of our Capital Markets Team are experienced financial experts and investment bankers who have accumulated years of ‘hands-on’ expertise with smaller Canadian corporations.
Our primary activity is facilitating secondary and alternative capital funding on behalf of our clients. We work with our funding partners in providing the optimum terms and conditions to satisfy your capital needs. In certain situations, our clients may require a combination of debt and equity through a Private Placement Offering.
Our detailed Due Diligence Reports and comprehensive Financing Request & Information Packages allow select registered securities dealers to quickly determine if they want to agent the Private Placement opportunity.
We can also select and recommend Selling Agents from a network of Canadian securities dealers who either are registered as Exempt Market Dealers or are full service IIROC member firms.
Our Capital Markets Team have long established working relationships with registered securities dealers who serve smaller corporations through various capital markets in Canada, the US, and the UK. We also assist client companies prepare for, structure, and undertake;
✓ Initial Public Offerings
✓ Reverse Take Overs
✓ Private Placement Offerings
✓ Syndications; and
✓ Securitizations
We introduce Private Placement offerings to specific securities dealers based on their areas of expertise, and industry sectors in which they have successfully closed Private Placements in the past.