Our work

Selected engagements.

Client names are confidential. Each case describes the situation, what we did and what changed.

Fundraising · Corporate Finance

Situation: A venture-backed HR-technology company needed non-dilutive capital to fund product and international growth, and lender-grade financials to get it.
What we did: Built the multi-year financial model and business plans behind loan and subsidy applications; ran the annual budgeting process and monthly performance reviews for two years.
Outcome: More than $3M in loans and subsidies secured; a budgeting and reporting cadence the management team now owns.

Transactions

Situation: A global personal-protective-equipment manufacturer was evaluating a series of acquisitions and needed fast, consistent screening.
What we did: Conducted financial due diligence on three targets and built a macro-enabled M&A simulator that lets non-finance managers model a transaction in under an hour: OPEX, COGS, working capital, synergies, asset-vs-share structure, earn-outs and sensitivities across 10+ parameters.
Outcome: Three targets assessed with a common framework; the internal team screens new opportunities without external support.

Strategy

Situation: A Québec software company was weighing expansion into the United States and other markets with limited capital.
What we did: Developed market-entry strategies with a detailed pricing review, built business cases and projections for each candidate market, advised on foreign-exchange risk, and supported performance management of international managers.
Outcome: Expansion opportunities ranked by projected return; a prioritised roadmap adopted by the executive team.

Fundraising · Transactions

Situation: An early-stage warehousing marketplace needed to raise its first institutional round and later assess acquiring a European competitor.
What we did: Prepared investor materials and the financial model, supported term negotiation, and later delivered a preliminary due-diligence memo on the acquisition target: platform comparison, financial health, data inconsistencies and follow-up questions.
Outcome: $1.2M raised; a clear go/no-go framework for the acquisition.

Transactions

Situation: A shareholder in the North American distribution subsidiary of a global equipment business was considering buying out another shareholder and needed an objective value.
What we did: Prepared a formal independent valuation using discounted cash flow, trading comparables and precedent transactions, with a written report and supporting model.
Outcome: A defensible valuation range to anchor the negotiation, delivered in under three weeks.

Corporate Finance · Strategy

Situation: A fast-growing start-up had no finance function beyond bookkeeping and was running below capacity.
What we did: Defined key operational, commercial and financial KPIs; set up the reporting structure with the accountant; ran monthly performance reviews; designed an operating model to maximise capacity utilisation.
Outcome: Capacity utilisation above 90% within six months; investor updates that helped secure over $200K in loans.

Strategy · Corporate Finance

Situation: A recycling company had acquired a U.S. foundry and needed to choose between three repurposing options.
What we did: Built a dynamic model comparing the options on financial return, risk and speed of execution; ran working sessions to validate assumptions; delivered a recommendation deck.
Outcome: A single recommended option, with the model handed over to the client's team.

Experience beyond Polaris