Unconflicted, Objective Advice
for Critical Decisions.
We advise founders, families, private shareholder groups, First Nations, as well as Boards of Directors of public companies and their Special Committees. Our advice is independent, conflict-free and tailored to the circumstances of each client.
Clients seek our advice during an active transaction or before one is contemplated, as they evaluate ownership, succession, strategic alternatives, or other significant corporate decisions. Our work is conducted confidentially and with discretion, giving clients the space to assess their options before engaging with outside parties.
Crosbie’s senior investment bankers bring financial, valuation and transaction expertise together with strategic judgement and integrity to help our clients make informed decisions with clarity and confidence.
Sophisticated Independent Advice for High-Stakes Situations.
How We Support Clients
Our Board & Shareholder Advisory work offers independent advice on mergers, acquisitions, divestitures, joint ventures, or other significant corporate transactions. Our services include:
- Advice to families, founders and private ownership groups
- Advice to First Nations and their economic development arms
- Advice to Boards of Directors and Special Committees
- Strategic alternatives reviews
- Valuations and fairness opinions
When Clients Call Us
We are often engaged in sensitive or contested situations where independence and objectivity are essential, including:
- Assessment and fairness of proposed transactions
- Responding to unsolicited approaches
- Minority shareholder matters
- Insider bids or other related-party transactions
- Succession strategy and preparation
- Stakeholder conflicts and disputes