SERVE

ABOUT US

We provide wise guidance to clients and partners!

We aspire to help clients thrive, on their terms, so that they can enable their shareholders, employees, communities and partners to flourish.

What are our values?

Our organization thrives on a foundation of core principles that inspire and propel us forward. These guiding beliefs steer our actions and define our relationships with clients, partners, and each other.

EMPATHY

We assist as if it was "us or ours"

HARD WORK

We work hard for you and with you. Period.

PARTNERSHIP

We devise fee structures that ensure alignment including equity or other benefits-sharing arrangements.

WE ARE MAKERS

We believe in avoiding mundanity.

We pursue business as a creative and positive growth endeavor.

WHAT WE ARE GOOD AT

We excel at providing tailored corporate finance/M&A, strategic planning, intellectual property, and growth advisory solutions, along with strategic investments, to empower businesses for lasting success.

INVESTMENT ADVICE AND CO-INVESTMENT

It's not just about making investments; you need expert guidance and strategic co-investment partnerships to maximize your financial potential and achieve long-term success.

STRATEGY, SUPPORT, AND FACILITATION

It's not just about having a vision; you also need the right strategy and support to bring it to life successfully.

CORPORATE FINANCE, FINANCING, AND MERGER AND ACQUISITION SUPPORT

From strategic financial guidance to bespoke M&A solutions, we provide diverse Corporate Finance, Financing, and Merger and Acquisition Support tailored to your unique business needs.

INTELLECTUAL PROPERTY AND STRATEGY

To safeguard your innovations, you need more than just ideas. We fortify your intellectual property with strategic protection and unwavering defence, ensuring your creations thrive and endure.

GROWTH STRATEGY - ORGANIC AND INORGANIC

Seamlessly Blending Organic and Inorganic Strategies for Sustainable Business Expansion.

HOW WE DO IT

1

COMPREHENSIVE ANALYSIS

Conduct an in-depth analysis of the client's current financial status, market positioning, and growth goals.
Evaluate investment opportunities, financial resources, and risk tolerance for tailored investment advice and co-investment strategies.

2

STRATEGIC PLANNING

Provide hands-on support and facilitation, ensuring seamless execution of strategic initiatives.
Create detailed roadmaps for corporate finance, financing, mergers, acquisitions, and organic/inorganic growth, emphasizing both short-term wins and long-term sustainability.

3

SPECIALIZED EXPERTISE

Offer specialized expertise in corporate finance, financing, mergers, acquisitions, and intellectual property strategies.
Develop innovative financial models and structures to optimize capital allocation and enhance shareholder value.

4

CONTINUOUS OPTIMIZATION AND DEFENSE

Implement proactive measures to safeguard intellectual property, and monitor the market and regulatory changes to adjust strategies accordingly to mitigate risks.
Offer ongoing support for optimizing investment portfolios, refining growth strategies, and adapting to changing market dynamics.

MEET OUR TEAM

Robert Ian Angell

Founder and Chair

Robert Ian Angell realized that the world of financial and growth strategies was a hot mess while working for a big international corporation. Seeking to make it easier for companies worldwide to make sense of data, he set on a mission to change the world of strategic advisory and consulting

Bob was initially just one man with a laptop and a desire to make people understand financial strategy better and make more informed choices in their investments. Quickly, what was meant to be a side project grew into a viable business with a handful of employees. At first, Bob's main focus was financial analysis, mergers and acquisitions, and investment advice, but slowly the team grew and could focus more on projects requiring intellectual property protection and defence and organic and inorganic growth for the companies.

Barb Angell

Director

Barb is an experienced investment and financial expert with a proven track record in guiding clients toward lucrative opportunities and sound fiscal decisions. Exceptional analytical skills and deep market knowledge ensure tailored strategies, maximizing returns and fostering long-term financial success.

Balkirat (Barry) Bhue

Intellectual Property Expert and IP Lead

Balkirat is our in-house technical expert with more than a decade's worth of IP consulting expertise. He collaborates with the R&D teams and 3rd-party partners to integrate patent strategy seamlessly into their technical offerings, ensuring a holistic solution for clients.

Gurleen Kaur

Software Engineer

Anjali Kukreja

Systems and Process Specialist

OUR CLIENTS

Building Products

BC, Canada

Aided a BC-based building products manufacturer and distributor in the assessment of strategic options including sale preparation, valuation, IM preparation , sale process management, and the selection of sale options.

Law intellectual Property Firm

USA

Conducted technical and procedural support for intellectual property cases in the IT sector where specific and detailed knowledge of code, software and related technical details are critical.

Agricultural Services

BC, Canada

Guided a BC-headquartered agricultural services company with operations across Western Canada to complete a merger and define a forward strategy aimed at building a leading player in agricultural services and select equipment supply.

Energy

Malaysia

Assisted a Malaysian based energy company explore options for financing Canadian operations.

Global Leadership Organization

Canada

In support of a new management team, helped chart a new strategy for a global leadership Not-for-Profit including scope, structure, systems and leadership development.

Apparel and Promotions

BC, Canada

Conducted a valuation and financing options analysis.