We are a group of investment bankers and entrepreneurs with experience as both advisors and business owners. We provide clients with a level of expertise unmatched in the mid-market advisory services industry. Put simply, our experience gives our clients peace of mind about some of their most important business decisions.
A native of rural Saskatchewan, Patrick started his career farming alongside his father. After completing his MBA at the University of Calgary, Patrick worked for CIBC World Markets and GMP Securities LP advising on over $3 billion worth of M&A transactions.
Robyn’s unique experience has spanned multiple sectors of banking including debt capital markets, investment banking, and commodities trading providing Robyn with a thorough understanding of corporate finance.
“After meeting with Redcap&Truss for the first time in June, they immediately identified options that could help us take our company to the next level. I am incredibly excited about the future of First Pass and Whipcord. Together, we have the opportunity to create value for agriculture stakeholders with new digital products.”
“As Excel was growing, it became evident that we required a strategic partner to assist in the continued growth of the Company. Redcap&Truss identified UIG, as a strategic partner that would provide us with additional expertise in the construction industry while enabling us to continue to grow our business.”
“When we were having preliminary discussions with Big Bore, we had a general sense of what a fair deal would look like from a money perspective. The guys at Redcap&Truss confirmed our initial thinking, but also brought to the table some creative ideas on the other non-financial deal terms that we were not as familiar with. They did a great job in a short amount of time and negotiated a great deal for all sides .”
“I initially met Redcap&Truss at the end of 2012. At that time they advised me to continue to grow my business as they thought it was too early to sell it. By the summer of 2014, we engaged them and they thoroughly managed the sales process through the end of 2014 ensuring that our business was sold just prior to the downturn in 2015.”
“Patrick and Chris were valuable resources as we refined our business plan and sought out equity partners. We continue to lean on their expertise as we develop and grow our business.”
“I didn’t want to shop around and knew I wanted to sell my business to CEDA. However, I wanted to make sure I was getting a fair deal, not only on the sale of my equipment, but also as it related to my future employment. Redcap&Truss walked me through what a fair deal would look like and negotiated all the key deal terms that worked for both CEDA and I. The guys were always available for a late-night chat and were patient with any questions I had throughout the process.”
“Chris and Patrick did a fantastic job of guiding our shareholder group on how to sell our business. They handled all the little details, set up a process that gave us piece of mind that we were getting a fair price for our business and gave us no nonsense and honest answers to all our questions. We are extremely pleased to have hired the Redcap&Truss team.”
“We had a unique process where we almost sold to one group, realized it wasn’t the right party or time, continued to run our business and eventually sold to CEDA two years later. The Redcap&Truss guys worked with us all through that time, continued to monitor the market and narrowed the list of potential buyers until we were satisfied that CEDA was the right fit. The guys took care of managing all the paper work and I was able to manage and continue to grow my business during the entire process.”
What We Do
As a corporate finance and business advisory firm, Recap&Truss provides business owners a full range of services including:
Selling your Business
You have invested your life into your business and now its time to harvest the rewards. Our goal is to achieve an outcome that meets your corporate and family objectives.
Buying a Business
It’s time for growth. The question is how to make that happen sustainably and to your advantage. A successful acquisition requires significant strategic planning preparation, market insight and process expertise to navigate the many challenges that can come up in a competitive marketplace.
Get in touch with us
520, 2424 Fourth Street SW
Calgary, AB, T2S 2T4