Look, we're not gonna sugarcoat it - these are the battles we've fought and won for our clients. Each case taught us something new, and honestly, that's what keeps this work interesting. From boardroom disputes to complex IP tangles, here's what we've been up to.
M&A Advisory
Q2 2024 | Value: $450M
Client wanted to acquire a US-based SaaS company but got stuck on regulatory hurdles and some tricky IP licensing issues. Took us about 8 months, but we navigated the Competition Bureau requirements and restructured the deal to satisfy both sides.
"They didn't just handle the paperwork - they actually understood our business model and kept the deal alive when others would've walked away."
Q4 2023 - Q1 2024 | Claim: $8.7M
Distribution partner suddenly terminated a 10-year contract and started working with our client's competitor. Pretty blatant violation of exclusivity terms, but they tried to claim force majeure because of supply chain issues during COVID. We weren't buying it.
"We were ready to go to trial but their pre-trial strategy was so solid that the other side settled before discovery even wrapped up. Saved us months of stress."
We dug up internal emails showing premeditation, brought in supply chain experts to debunk their COVID defense, and demonstrated clear financial harm. The evidence was overwhelming, so they settled rather than face trial.
Q3 2024 | 7 months
Patent troll came after our client claiming their manufacturing process violated some obscure patent from 2008. Classic shakedown attempt - they were betting on a quick settlement to avoid legal costs.
"They turned what could've been a multi-million dollar nightmare into a complete victory. Their technical knowledge was impressive."
Q1 2024 | Value: $85M company
Three founding partners of a successful consulting firm couldn't agree on the direction of the company. Two wanted to sell, one wanted to stay independent. Things got messy fast - frozen accounts, withheld distributions, the whole nine yards.
Facilitated a structured buyout where the two partners acquired the third's shares at fair market value. Set up new governance docs that actually made sense and prevented future deadlock situations. Everyone walked away satisfied, which doesn't happen often in these cases.
"They managed to keep this out of court and preserve the business value. That alone saved us probably $2M in lost revenue and legal fees."
Q2 2023 - Q4 2023
C-suite executive got terminated "without cause" but the severance package they offered was insulting - like 6 months when he'd been there for 12 years. Company tried to rush him into signing by putting pressure on his benefits continuation.
"I was ready to just take what they offered because I didn't want the stress. So glad I didn't. These folks fought for what I actually deserved and kept me informed every step of the way."
Q1 2024 | 3-month engagement
Long-term supplier tried to impose a 40% price increase mid-contract, claiming material cost escalation. Our client was stuck - switching suppliers would've shut down production for months.
"They turned a crisis into an opportunity. The new contract terms are actually better than what we had before."
Q4 2023 - Q2 2024 | Transaction Value: $1.2B
PE firm wanted to carve out and sell a non-core division of their portfolio company. Sounds straightforward but it involved separating shared services, unwinding intercompany agreements, dealing with pension liabilities, and restructuring about 200 contracts. Plus regulatory approvals in three provinces.
"Most complex carve-out I've worked on in 20 years. Their team coordinated with our accountants, bankers, and operational folks seamlessly. No drama, just execution."
Q3 2023 - Q3 2024 | Claim: $15M
Client acquired a business based on financial statements that turned out to be... let's just say "creatively prepared." Revenue was inflated, expenses were buried, and customer contracts weren't as solid as represented.
"When everyone said we'd never see that money again, they proved them wrong. Tenacious doesn't even begin to describe it."
