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Raintree Corporate Finance (RCF) assists entrepreneurs, management teams, developers and business owners in raising capital and completing mergers and acquisitions. RCF was established to provide innovative transaction solutions to companies that require growth capital or are seeking growth through acquisition. We also assist business owners who are assessing their succession plan or seeking an exit.

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Underwriting and Financing

At Raintree Corporate Finance we work with business owners to understand their financing objectives. We consult with entrepreneurs, managers and executives to understand the business plan and evaluate the existing capital structure.

Using this information, we make recommendations regarding attracting the right – lowest cost – capital that best suit the needs of our clients.

We understand how to build simple or complex capital strategies through multiple capital channels and partners. RCF has access to wide distribution through our affiliate, Raintree Financial Solutions and a network of other independent dealers. Additionally, in combination with our RCF affiliates we have a broad network of institutional, high-net-worth and family office investors. RCF also has strong links to syndication partners across Canada. In conjunction with Raintree Financial Solutions, we have raised over $700 million in the last seven years.

Understanding Objectives

We take the time to understand what management’s goals are and how they expect to achieve them by thoroughly diving into the detail about each project. Working with management, we use our experience to supplement their plans with considerations required for attracting capital.

Financing Strategy

Using what we know about your business and the broad financing industry, we develop a plan to attract capital to your business. This plan must incorporate existing information, management’s expectations and future capital requirements. Upon your approval, we begin preparing information required to attract financing.

Capital Channels

Matching a company’s balance sheet to the right capital requires an understanding of the Canadian capital markets. We have spent years understanding the channels of capital in the market and can navigate them on behalf of our clients.

Investor/Lender Introductions

We make regular contact with institutional investors and lenders across Canada. When determining what type of capital a business should raise it is critical to ensure that there is access to that form of capital.

Mergers and Acquisitions

Raintree Corporate Finance works with mid-sized, private businesses (valued between $5 – $100 million), seeking to acquire complementary businesses, or sell their own business. These transactions are complex so it is imperative that you find the right team to lead you through.

Based on our experience, there are 5 critical success factors that must be considered in our approach to every project. If you are contemplating a transaction and are looking for advice, contact us to assess your needs and have us tell you how we can assist you.

Industry Expertise

We have operated in the middle market mergers and acquisitions field for our entire history. Our ability to identify issues prior to them arising during a transaction is critical to maximize value. There is no transaction without identifying the right buyer and our experience operating in the Canadian market places us in a superior position to identify the right buyer, whether strategic or financial.

Confidential Process

We utilize a proven process of marketing that ensures that business owners keep their information confidential throughout the process. This can be critical when dealing with customers, employees and competitors.

Positioning

Our guiding principle throughout our engagements is maintaining the highest quality standards in the services that we provide. We present information to buyers that is routinely considered to be industry leading. This assists in framing a business in the best light, which ensures that the offers we receive are in-line with our expectations.

Collaborative Approach

Raintree is committed to developing a collaborative partnership with our clients. We have specialist skills in corporate finance, but we do not have the same familiarity with your company as you do. We expect to work with you to understand your business and use that knowledge to execute the transaction.

Pragmatic Advice

Raintree Corporate Finance provides clients with advice through what can often be the most complicated transaction in the company’s history. Our advice will take the form that best suits the situation and creates the most value for shareholders.

Special Projects

Raintree Corporate Finance brings experience, expertise and a large network together to assist clients with what often amounts to the most complex transaction they will face. We have created a network of investment banking professionals to help service clients in other markets and industries. Our goal is to provide the best advice to our clients – sector and geographic expertise matters. Please contact us to find out how we can assist you with your capital or merger and acquisition requirements.

Background

Our Network

Raintree Corporate Finance has developed a network of investment banking professionals across Canada who have local market knowledge and industry/sector expertise. It is not enough to know how to do something – we are experts. We know there are times that we might not have the full breadth of experience to provide the highest level of advice – so we’ve ensured that when we don’t know, we know someone who does.

It may sound cliché, but Corporate Finance is as much about who you know, as it is what you know. We have aligned ourselves with professionals in Toronto, Calgary, Edmonton and Vancouver who bring experience, expertise and a track record of success to meet our clients’ needs.

The following discloses our information gathering and dissemination practices for the raintreeCF.com website. Please note that when you access any external links, they may have different privacy policies specific to those sites. We encourage you to read all applicable privacy policies.

As an organization that collects, uses and discloses personal information, Raintree Corporate Finance is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Québec), effective January 1st, 2004. In complying with these laws, it is important that Raintree Corporate Finance provide you with information so that you may fully understand the purposes for which your personal information is collected.

What Personal Information Do We Gather From Those Who Visit Our Site?


When you visit our website, you may provide us with two types of information: personal information you knowingly choose to disclose, and information that we automatically collect as you browse our website.

Information You Voluntarily Submit

We collect and store any information you enter on our website, or provide to us in offline contacts we have with you. Information is collected from visitors to the website in the following areas:

  • Email Forms – If you use our email forms, we will generally ask you to provide contact information.
  • Surveys – At times, you may be asked to complete survey questions that appear on the website.
Information Collected and Stored Automatically

When you browse our website, you and your web browser may also transmit information that we automatically collect. We do log your IP address (the Internet address of your computer), the web pages you visit and the time of your visit, and other click-stream data. This information may be combined with other personal information you have provided. The only other type of information automatically provided to us is the type of computer, operating system and browser you are using. This information is provided by your browser, which we us to improve the performance of our site.

We may also place small data files, called “cookies,” in the browser file of your computer’s hard drive. These cookies automatically identify your browser to our server whenever you interact with the website. We use the cookies to record website statistics. Most browsers automatically accept the cookies, but you usually can change your browser setting to prevent the acceptance of cookies. Certain web pages may not function properly if you choose not to accept cookies.

How We Use Your Personal Information


We use your personal information to communicate with you, if and when necessary, in connection with your use of our website, to respond to your questions, or to send you material and information you request. We may use your information to:

  • Consider your suggestions
  • Possibly respond directly to you for clarification
  • Process your request for materials if you make one
  • Try to and answer your questions if you ask them

We may also use your website information in order to help diagnose problems with our site. We may use all information we collect to analyze statistical use patterns and demographic data (basically, where our visitors come from and what demographic characteristics they have) and to improve our site to better serve our customers. We use your IP address to help diagnose problems with our servers, and to administer our website. Your IP address is used to help identify you to gather broad demographic information.

Information Given via Conversation, Direct Email or Through the Investment Process

Over the course of your relationship with Raintree Corporate Finance, personal information will be collected in order to administer your account. This information typically includes your financial information, net worth, income and investment objectives, in addition to your current investments, banking information and your social insurance number.

Purposes of Collection

Information of a personal nature allows us to meet our regulatory duty to “know our client” and act in your best interests in recommending the purchase or sale of investments on your behalf. It also allows us to report to you and administer your account in a manner that complies with regulations.

Disclosing Your Personal Information To Others

Raintree Corporate Finance respects your privacy. We protect your personal information and adhere to all privacy regulations. We do not rent, sell, or trade our mailing lists. The information you provide will be used to deliver services and to keep you informed and up to date on the activities of Raintree Corporate Finance.

At times, Raintree Corporate Finance may be required to provide this information to investment manufacturers and trust companies as well as securities and other regulators or law enforcement agencies. In particular, Corporate Finance is regulated by various securities commissions in Canada. These regulators may require access to the personal information of current and former clients, employees, agents, directors, officers, partners and others that has been collected or used by Raintree Corporate Finance. Regulators collect, use or disclose such personal information for regulatory purposes, including:

  • Surveillance of trading-related activity,
  • Sales and financial compliance review and other regulatory audits,
  • Investigation of potential regulatory and statutory violations,
  • Regulatory databases,
  • Enforcement or disciplinary proceedings,
  • Information-sharing with securities regulatory authorities, regulated Marketplaces and law enforcement agencies in any jurisdiction in connection with any of the above.

Please note: Raintree Corporate Finance must decline to accept or administer an account if you do not consent to collection, use or disclosure of personal information for these purposes. Therefore, by maintaining your account with Raintree Corporate Finance, you have impliedly consented to our collecting, using and disclosing your personal information in the limited manner described above.

Security

Since we are committed to your privacy and security, we have put in place physical, electronic, and managerial procedures to attempt to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect online and through more direct contact. However, please remember that no transmission of data over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot ensure or warrant the security of any information that you transmit to us or from us, and you do so at your own risk.

Linked Sites

The activation of certain links on this website may, under certain circumstances, cause the user to leave the Raintree Corporate Finance website. Raintree Corporate Finance has not reviewed all the sites linked to the Raintree Corporate Finance website and accepts no responsibility for the contents thereof or for any products, services or other offers available on them. The inclusion of a link does not imply endorsement by Raintree Corporate Finance. This also applies to websites that offer links to the Raintree Corporate Finance website. Furthermore, explicit prior authorization must always be obtained for a link leading from an external website to the Raintree Corporate Finance website.

Changes In Privacy Policy & Terms of Use

By using our website or retaining our services, you consent to our collection and the use of your personal information as described in this Privacy Policy & Terms of Use. If we change our privacy policy and procedures, we will post these changes on our website. You have the opportunity to review the Privacy Policy & Terms of Use each time you use the website so that you are aware of any modifications made to these policies.

Questions About Our Privacy Policy & Terms of Use


If you have questions about our website and our Privacy Policy & Terms of Use or disclaimer, please feel free to contact our designated Privacy Policy Officer at admin@raintreeFS.com.

Exempt market investments are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Investment products sold in the exempt market are considered high risk because:

  1. They are not covered by deposit or investor protection insurance;
  2. Regulators do not review any of the offering documents for completeness and, in jurisdictions where an Offering Memorandum is filed, Regulators may not review them for completeness or accuracy;
  3. Issuers of exempt products are not subject to the same ongoing disclosure obligations as public issuers;
  4. Many exempt products are not as liquid as publicly-traded securities;
  5. Exempt products are often subject to a greater degree of “key person” risk than more widely held securities;
  6. They are purchased pursuant to an exemption from the usual protections accorded to investors in publicly-traded securities and under a prospectus offering; and
  7. There may be risks other than these related to the specific investments purchased. It is the Dealing Representative’s obligation to discuss or otherwise provide the Client with access to information relating to some of those risks.

There can be no assurances that the investment will be able to maintain its net acquisition value or to produce projected income. Investment values change frequently and past performance may not be repeated.

Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same if the value of the securities purchased declines.

All non-investment related business conducted by Representatives of Raintree Corporate Finance is not in the capacity of an employee or agent of Raintree Corporate Finance. Non-investment related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, Raintree Corporate Finance is not liable and/or responsible for any non-investment related business conducted by Representatives of Raintree Corporate Finance. Such business is the responsibility of the individual alone.

References on this website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving this site. Raintree Corporate Finance is not responsible for the information contained on these websites.

This web site is intended for Canadian residents only and the information contained herein is subject to change without notice. This Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

This web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

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