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Financing an Early Stage Manufacturer - Eric Friedberg

Posted by Don Lane on Wed, Aug 23, 2017 @ 10:08 AM

Eric Friedberg, CPA, CMA, Senior Financing Specialist, Business Financing


The Client

The Company had been in business for three years providing tool and die cutting services for local engineering design firms.  During that time, management had spent considerable time developing a cutting-edge product for the machine tooling industry and were ready to take the product to market.  Initial customer orders could potentially bring in significant new revenues for the Company.

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Tags: Business Financing, Eric Friedberg, Case Study

Canadian Shirt Maker Benefits from Tailored M&A Solution - Blair Roblin and Nathan Treitel

Posted by Briar Lizmore on Fri, Jul 21, 2017 @ 10:42 AM

Blair Roblin, LLB, MBA, CBV, CF, Managing Director, Corporate Finance, Transactions & Valuations

Nathan Treitel, MBA, CBV, Managing Director, Corporate Finance, Transactions & Valuations

The Challenge

Canada has a proud history of manufacturing quality and success, but, as many companies find out, the industry is facing more challenges today than ever. Globalization, for one, has increased international competition, introduced new production technologies, put downward pressure on Canadian prices and heightened exchange rate volatility. At the same time, traditional Canadian businesses have been reluctantly tempted to move their manufacturing offshore with the promise of low foreign wages and input costs.

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Tags: Corporate Finance, Case Study

Case Study – Financing an Early Stage Tech Company – Eric Friedberg

Posted by Ellie Khalili on Wed, Feb 01, 2017 @ 08:46 AM

Eric Friedberg, CPA, CMA, Financial Analyst, Business Financing

The Client

Our client (the "Company") has spent the past seven years developing cutting edge technology for the banking industry and, after filing more than 40 patents, they were ready to take the product to the marketplace. 

Management had secured pilot projects with customers and were in the process of rolling out their platform to bring in significant revenues. In order to begin the pilot projects, they needed $250K (their initial ask) to manufacture the necessary equipment to deliver the technology. The business has considerable upside potential with a strong management team in place.

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Tags: Business Financing, Eric Friedberg, Case Study

Case Study - Kids Help Phone - Adam W. Silver

Posted by Briar Lizmore on Fri, Nov 11, 2016 @ 04:04 PM

Adam W. Silver, MA, Leader, Performance Improvement

The Challenge

In 2014, Kids Help Phone had been wrestling with a strategic question for over a year. Should they build a
Counselling Centre in Western Canada, in addition to the ones they already had in Toronto and Montreal? The
business executives on the board were concerned about establishing a sub-scale business unit and increasing the
overhead costs, but the management team saw an opportunity to increase Kids Help Phone’s connection with the
communities in Western Canada, furthering both their fundraising and service objectives. The board and the
management team had not yet reached alignment.

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Tags: Adam W. Silver, Performance Improvement, Case Study

Case Study - Strategic Investigative Review - Adam W. Silver

Posted by Briar Lizmore on Mon, Nov 17, 2014 @ 09:16 AM

Adam W. Silver, MA, Leader, Performance Improvement

Farber provides clarity to charity on multi-year critical business decision

The Challenge

A national charitable organization was presented with an unconventional opportunity.  A hot technology start-up in their building desperately needed more space. They asked the charity to sublet their floor. The downside was that the charity would have to move—but likely to a less expensive location. Further, the charity would have to lease two locations, a risky proposition if the start-up faltered or failed.

However, if the charity relocated, given the current market conditions and rental options available, they could make more than $100,000 over the next three years.

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Tags: Adam W. Silver, Performance Improvement, Case Study

Case Study – Automotive–Performance Improvement – Ian Brenner & Adam W. Silver

Posted by Briar Lizmore on Wed, Jun 11, 2014 @ 02:35 PM

Ian Brenner, CPA, CA, Partner, Interim Management

Adam W. Silver, MA, Leader, Performance Improvement

The Challenge

It became clear to the owners of a US tier-one automotive manufacturer that to reduce costs and improve quality, management had to consolidate production from an older plant located on the eastern seaboard of the US to a newer plant in Mexico.

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Tags: Ian Brenner, Adam W. Silver, Performance Improvement, Case Study

Case Study - Allan Nackan - Retail - Tabi - Insolvency

Posted by Andre Mazerolle on Mon, Dec 31, 2012 @ 12:28 PM

The Challenge:

Tabi operated a retail clothing store chain with 107 leased locations in malls in all Canadian provinces, except Quebec.  Tabi’s business consists of the sale of women’s clothing and related accessories.

In January 2010, in response to financial difficulties being experienced by Tabi, its US based bankers called their loans. A private secured lender took an assignment of the bank’s debt and security and engaged Farber to assist with the restructuring of its operations. 

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Tags: Insolvency & Restructuring, Allan Nackan, Case Study

Case Study - Allan Nackan - Retail - Movie Gallery - Insolvency

Posted by Andre Mazerolle on Mon, Dec 31, 2012 @ 12:18 PM

The Challenge:

Movie Gallery filed Chapter 11 proceedings in US, resulting in the liquidation and closure of approximately 1,200 stores across the US.  Initially, little if any attention was focussed on the Canadian operations which comprised 180 stores across Canada.  As all back-office functions were provided from Movie Gallery’s head office Portland, Oregon and this was being shut, an orderly liquidation of sale of the Canadian operation was required.  Landlords were in arrears and the company faced significant risks of legal action by numerous landlords.

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Tags: Insolvency & Restructuring, Allan Nackan, Case Study

Case Study - Medical Clinic - Ian Brenner

Posted by Andre Mazerolle on Mon, Dec 17, 2012 @ 05:44 PM

Ian Brenner, CPA, CA, Partner, Interim Management


Farber Provides Triage to Medical Clinic: Stability & Continuity Through a Period of Volatility Interim CFO Placement, Business Continuity, Improved Operations at a Full-Service Healthcare Clinic

The Challenge:

When the CFO/Business Manager of one of Canada’s longest-operating medical clinics resigned with short notice, the executive leadership of the 75-medical professionals realized that they would soon be without their professional manager and finance leader – and the business of medicine does not stop for such setbacks.

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Tags: Ian Brenner, Interim Management, Case Study

Case Study - Household Products - Ian Brenner - Interim Management

Posted by Andre Mazerolle on Tue, Dec 11, 2012 @ 01:24 PM

Ian Brenner, CPA, CA, Partner, Interim Management

The Challenge:

Over the last few years, the competitive landscape of the Canadian household furnishings market changed substantially, with certain companies adapting, and others not adjusting their business models in a proactive, timely manner. In late 2011, a manufacturer and distributor of “green” products filed a proposal to seek protection from its creditors. Farber’s Insolvency & Restructuring team managed this process.

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Tags: Ian Brenner, Interim Management, Case Study

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