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.
Connect with Old York in Canada
start a confidential conversation about where you want to go today
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