TRANSACTION ARCHITECTS structuring and executing principal m&a

whether you’re ready to sell now or exploring your options for a partnership, we provide a discreet, straightforward process for business owners. Our goal is to structure mergers and acquisitions that preserve your legacy, maximize value, and create a smooth transition all while retaining employees, aligning with your objectives and timeline.

disclaimer: we act as principal-aligned M&A specialists, we may co-invest alongside buyers or owners, but do not function as a traditional broker-dealer.

M&A advisory + structuring for clients, and if we invest, we act as a principal.

Our M&A advisory is separate from capital raising. When Old York raises or accepts capital it does so as a principal through Old York Capital Partners.

Capital-raising, when it occurs, is via our private co-investment vehicle, not via public securities distribution.

when Old York participates financially in a private transaction, we do so as a principal co-investor through Old York Capital Partners; we do not act as a public securities intermediary.

transactions involving capital raising are structured in compliance with applicable securities laws.

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chairman & managing partner

connor a. Schroder

old york financial - foudner and chairman

old york advisory - business advisory specialist

old york capital partners - managing partner private wealth

 

info@oldyorkfinancial.com

picton, ontario
Monday–Friday
9:00am - 9:00pm