Chartered Associates

Tailored independent corporate finance & strategic advice across emerging markets

Americas
Europe
Middle East
Asia
Africa

We empower mid-cap businesses and corporations
to identify optimal solutions globally
for sustainable value creation,
leveraging cutting-edge technology and disciplined corporate finance expertise

We bring independent judgement to complex, high-stakes decisions.

We connect local context to a genuinely international perspective.

M&A illustration showing white and charcoal paths joining into an upward arrow on a teal background
Mergers & Acquisitions
What We Do

A trusted partner, for a wide range of corporate finance transactions and strategic advisory services

Corporate Finance

Mergers, Acquisitions, Divestitures, Private Equity, Valuations

Mergers, Acquisitions, Divestitures, Merger Planning & Execution, Take-over defence strategies, LBOs/MBOs/LBIs/MBIs, BIMBO, Valuations

Asset Finance, Mezzanine, Debt Advisory, Debt Restructuring, Turnarounds, Corporate Restructurings,

Equity Capital Advisory, IPOs, Right Issues, Split-offs, Investor Searches, Shareholder Replacements, Post Merger/Acquisition Integration

Project Finance & PPP Advisory

PF Advisory & Public-Private Partnerships

Project Finance Modelling, Term Sheet Negotiation, Access to Lending Institutions and Investors

Identification & Feasibility, Structuring & Risk Allocation, Procurement, Financial Close

Mitigate: Execution Risk, Accelerate: Financial Close, Deliver: Commercially Viable, High Performing Assets

Strategic Advisory

Sustainability/Impact Investing, Board & Shareholders Advisory, Corporate Governance, Commodity Markets Research & Advisory

Impact Investing, ESG Strategy, KPIs Implementation & Execution, ESG Data Integration & Reporting, Risks and Performance for Investors

Corporate Governance Framework Planning, Development & Integration, Stakeholder Mapping & Coalition Building, Shareholder Advocacy Initiatives, Nomination, Remuneration, Executive Committees Advisory

Responsible AI & Governance Framework, Succession Planning Initiatives, Family Business Members & Board Members Training, ESG Frameworks Training, In-house Sustainability Seminars

Connected to the conversations that matter.

We connect Toronto with operating partners across Asia, the Middle East, Africa and Europe.

We are members of
M&A Club CanadaCommodity Trading ClubIMCI+ Alliance
Mergers ClubFamily Capital
AxialEarth Nature Climate Institute (ENCI)SS&C Intralinks
We adopt
Taskforce on Nature-related Financial Disclosures