Introduce the opportunity
Submit the website inquiry and mention “Referral”, or contact Colin directly. Share only high-level information.
Referral partners
A transaction resource for the advisers around the owner.
Accountants, lawyers, lenders and economic development teams often see a sale, acquisition, succession or financing decision first. MerchantBanker.ca provides a confidential, readiness-first next step for those clients.
How a referral works
Your relationship stays intact.
We begin with a preliminary fit and conflict review, then a confidential discussion with your client. Tax, legal, accounting and lending advice stays with the client’s existing professionals; MerchantBanker.ca coordinates its authorized transaction scope around that work.
Where a referral relationship is formalized, any referral arrangement is documented in writing and disclosed as required. No compensation is promised by this page.
Clients who may benefit
- Owners considering a full or partial sale, or succession
- Buyers with acquisition criteria and a financing path
- Companies needing acquisition financing or a capital-structure review
- Food and manufacturing businesses facing capacity, tariff or growth decisions
- Situations that need a credible Independent Review before outreach
Simple referral process
Four steps. Clear responsibilities.
Fit and conflict review
We confirm the mandate fits the $1 million to $20 million transaction focus and identify any conflicts.
Confidential client discussion
With the client’s permission, we discuss objectives, timing and the information needed. An NDA is used where appropriate.
Written scope
Any engagement proceeds under a signed written scope, beginning with the Independent Review. You are kept informed as agreed with the client.
The next step