A transaction is a deal team.
Transactions at the $5M–$100M level require more than a brokerage. They benefit from a coordinated deal team of specialist advisors who work regularly on private company transactions. If you wish, we bring the right specialists to your team — advisors who know how to move a deal through a live process without stalling it.
Most business owners don't have these relationships in place before they sell. They shouldn't have to build them alone. Over nearly two decades of transactions, Ontario Business Brokers has developed relationships with specialist firms who work regularly on private company transactions — and we bring the right ones to the table for you.
Four professional disciplines. One coordinated team.
Every transaction touches four specialized professional disciplines. You don't need to build these relationships from scratch. We introduce, coordinate, and manage the professionals your transaction requires.
Transactional M&A Legal
General corporate counsel and transactional M&A counsel are two different practices. A sell-side transaction requires lawyers whose primary practice is deals — negotiating purchase agreements, structuring reps and warranties, and shepherding transactions through due diligence and closing.
- Purchase and sale agreement negotiation
- Representation & warranty structuring
- Reps & warranties insurance placement
- Due diligence coordination and legal review
- Share vs. asset sale structuring
- Non-compete and employment agreement drafting
M&A Tax Advisory
Deal structure often makes a larger difference to net after-tax proceeds than headline price. This isn't work for a general accountant. It requires M&A tax specialists who model the after-tax outcome of every deal term before it is agreed to.
- Lifetime Capital Gains Exemption (LCGE) optimization
- Estate freezes and family trust structures
- Deal structure tax analysis and modeling
- Cross-border and multi-jurisdiction considerations
- Coordination with your existing accountant
Wealth & Estate Planning
A liquidity event of the size you are working toward changes the shape of your family's balance sheet permanently. Managing that transition — and protecting it across generations — is planning that starts well before closing, not after.
- Pre-sale wealth planning and liquidity strategy
- Post-sale investment structuring
- Estate planning and multi-generational wealth transfer
- Insurance and risk management review
- Philanthropic and family foundation planning
Commercial & Acquisition Banking
Private company transactions typically require acquisition financing on the buyer side. A buyer with pre-arranged financing closes faster, offers stronger terms, and reduces the risk that a signed deal fails to fund.
- Acquisition financing coordination and introductions
- Senior debt and mezzanine capital structuring
- BDC and government-backed financing programs
- Cross-border financing for U.S. and international buyers
- Vendor take-back and earn-out structuring input
How this actually works.
You are not hiring us for referrals. You are hiring us for deal team management — end to end, through every phase of the transaction.
We Introduce
Based on your specific transaction, industry, deal size, and family situation, we identify which specialists your deal actually needs — and make direct introductions to advisors who work regularly on transactions of your type.
We Coordinate
Throughout the engagement, we act as the central point of communication among your advisors. Legal talks to tax. Tax talks to wealth. Wealth talks to banking. We manage the flow of information, resolve conflicts between advisors, and keep the deal moving on schedule.
We Manage
A mid-market transaction generates hundreds of decisions across multiple advisors, running in parallel over several months. Our job is to keep every workstream on track and prevent you from having to project-manage your own transaction.
Relationships, not commissions.
We are transparent about how our advisor network operates. These are professional firms we have worked alongside on real transactions — not sales partners, not affiliates, not sources of referral fees.
When we recommend an advisor, it is because their expertise is right for your transaction — not because they are paying us to send them work. Our loyalty is to the outcome you hire us for.
You are always free to use your own advisors. Many clients do. We coordinate with whoever you choose, and we will tell you honestly when a specialist recommendation would strengthen your position.
Every engagement begins with a
CONFIDENTIAL conversation.
No obligation. No pressure. Complete confidentiality. If we are the right firm for you, we will know within one conversation. If we are not, we will tell you honestly.
Boutique M&A advisory for
family-owned businesses across Ontario and Canada.
Seller representation only.
Full Sell-Side Representation
Market Value Assessment
Confidential Buyer Outreach
Exit Architecture
Trusted Advisor Network
Contact
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