Valuation of a privately held company in the hospitality industry for tax planning purposes (implied valuation of ~CAD $200 million).
Valuation of a securities exchange to establish the strike price of employee stock options (implied valuation of ~CAD $100 million).
For a matrimonial dispute involving over $100 million in net family property, consulted on business valuation issues and calculations regarding income for spousal support.
Share valuation of a cryptocurrency exchange for financial reporting purposes (implied valuation of ~CAD $100 million).
With respect to a minority shareholding in a restaurant franchising company, retained to provide a binding valuation conclusion in a shareholder dispute.
For a TSX-listed financial services company, valued acquired intangible assets (customer relationships, tradenames) in accordance with IFRS (deal size of ~CAD $60 million).
For a reverse takeover of a NASDAQ-listed company, valued proprietary technology and tradenames in accordance with US GAAP (deal size of ~USD $40 million).
For a TSX-listed wireless technology company, goodwill impairment testing for multiple cash generating units in accordance with IFRS (implied valuation of ~CAD $40 million).
For the acquisition of a private manufacturer of nutraceutical products, valued acquired customer relationships, brands, and proprietary recipes in accordance with ASPE (deal size of ~USD $35 million).
For a cryptocurrency mining transaction, engaged to measure the fair value of the purchase price (non-cash consideration) and intangible assets in accordance with IFRS (deal size of ~CAD $30 million).
Share valuation of a lighting manufacturer for tax planning purposes (implied valuation of ~CAD $20 million).
Valuation of a distributor of safety products for strategic planning purposes (implied valuation of ~CAD $15 million).
For a reverse takeover of a TSX Venture-listed company, completed valuations for initial recognition and subsequent goodwill impairment testing in accordance with IFRS (deal size ~CAD $10 million).
Valuation of an installer of security systems for tax planning purposes (implied valuation of CAD $10 million).
Valuation of a security monitoring service provider for tax planning purposes (implied valuation of ~CAD $10 million).
Valuation of a private mortgage lender for tax compliance purposes (implied valuation of ~CAD $10 million).
Valuation of water utility contracts for a business combination involving a Canadian publicly listed company in accordance with IFRS (deal size of ~CAD $5 million).
For an acquisition of a fintech company, valued identifiable intangible assets (technology, customer relationships) in accordance with IFRS (deal size of ~CAD $1 million).
Valuation of a wholesale distributor of electrical parts in the context of a matrimonial dispute (implied valuation of ~CAD $1 million).
Valuation of a professional services firm in the context of a partnership dispute (implied valuation of ~CAD $500,000).
Valuation of waste management contracts for a publicly traded company in accordance with US GAAP.
Valuation of a Tier 3 telecommunications company for international tax planning purposes.
Valuation of multiple professional services firms for tax planning purposes.
Valuation of multiple owner-managed businesses for transaction planning purposes.
Retained on several matters involving the calculation of income for support purposes under the Federal Child Support Guidelines in situations involving corporate ownership interests.
Retained by other valuation experts for consultation on various technical issues in business and securities valuation.
Consulted on curriculum development for the Canadian Institute of Chartered Business Valuators.
