Mergers & Acquisitions

Monashee can assist you in the preparation of your business for sale.

Monashee M&A

Mergers, Acquisitions, Divestitures and Strategic Partnerships

When faced with a merger, acquisition, divestiture or strategic partner opportunity, Monashee can assist in all aspects of the transaction including:

  • sourcing potential targets or purchasers
  • preparation/review of non-disclosure agreements
  • preparation/review of confidential information memorandums
  • establishment/review of due diligence materials and data rooms
  • structuring and financing of the transaction
  • preparation/review of Letters of Intent
  • liaison with the businesses’ legal counsel, accounting and tax advisors during the preparation of the definitive agreements
  • development of a post-acquisition integration plan 

We have the experience and ability to help ensure that the process to acquire a business, plan and integrate a merger or strategic partnership, or divest the company or a business unit, goes smoothly.

Valuations and Fairness Opinions

In many instances a valuation exercise is required to approximate the worth of a business. It may be required in connection with a proposed merger, acquisition, buyout, or through the sale of a business.

A fairness opinion relates to an assessment of a transaction to determine whether it is equitable to the stakeholders involved. Fairness opinions are often mandated by company boards to ensure proper governance. Monashee is equipped to provide an assessment of value or fairness as is required.


Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for expertise and guidance that was provided. We felt that Kevin always had our interests at heart.

Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia

Kevin has been a supportive board member and advisor to us for Ryan Mortgage Investment Fund and we continue to grow with assets under management exceeding $40 million.

Kurt Wipp, Owner, Alpine Credits, Delta, British Columbia

Monashee’s professional experience and disciplined corporate governance has helped position our business to become the new technology leader in molded plastics packaging. The added professionalism has assisted us to secure new business with Fortune 500 customers.

Scott Molnar, President, YGrene Technologies Inc., Burlington, Ontario

We have used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.

Mark Schnarr, President and CEO, Alpha Technologies Ltd., Burnaby, British Columbia

Monashee advised us through our successful acquisition of Outback Power Systems, from the preparation of the LOI through leading our due diligence process and negotiating the final agreements. Kevin provided structure and discipline during the acquisition and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.

Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State

The guidance provided by Monashee has facilitated our ability to obtain appropriate growth financing for our business and has also allowed us to begin to position us for an appropriate succession plan in the future. We understand that if we treat succession as a process and not an event, we will achieve the best outcome.

Chris Giffin, CEO, Giffin Koerth Forensic Engineering, Toronto, Ontario

PSVI was able to provide us bridge financing in a timely manner during the sale of our business

Martin Carsky, Former CEO, Cryopak Industries