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The WaterStreet Group Inc.
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COMPANY:
The
WaterStreet Group Inc.
SERVICES PROVIDED:
Strategic Planning,
Corporate Development,
Finance,
Operations,
Business Advisory Services
DESCRIPTION:
WaterStreet is Canada’s leading Multi-Family
Office firm in a relatively young industry,
dedicated to managing the personal wealth and
lives of affluent private families and
individuals. John Hamilton currently serves as
MD & COO in the amalgamation of CPA into
WaterStreet, overseeing strategy and other
corporate development, combining regulatory
environments of operations and launching the
unified
WaterStreet Family Offices brand. John also
leads corporate finance and M&A activities for
WaterStreet’s clients.
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Contac Services Inc.
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COMPANY:
Contac Services Inc.
SERVICES PROVIDED:
Strategic Planning,
Private Equity & Debt Refinancing
DESCRIPTION:
Contac is a global,
multi-disciplinary leader specializing in
one-to-one data-driven communication and supply
chain management solutions. John led a highly
successful debt private placement and equity
buy-back delivering significant value to
shareholders.
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The WaterStreet Group Inc.
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COMPANY:
The
WaterStreet Group Inc. & WaterStreet Family Capital
Council Inc.
SERVICES PROVIDED:
Strategic Planning,
Mergers & Acquisitions
DESCRIPTION:
WaterStreet was a relatively young, but unique
and highly recognized
Canadian private wealth counsel and family
office practice.
As
a private equity investor and
strategic/financial advisor, John led the
successful sale of the Company to Scotiabank.
John continues to serve as WaterStreet’s MD &
COO.
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ESC Corporate Services Ltd.
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COMPANY:
ESC Corporate Services Ltd.
SERVICES PROVIDED:
M&A Debt &
Equity Financing
DESCRIPTION:
ESC is a licensed service provider under
contract with the Ministry of Government
Services. Formerly
known as Dye & Durham, ESC provides online
delivery of corporate public record, due
diligence, filing and corporate supplies.
John
arranged financing to facilitate the acquisition
of the business from Teranet.
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StrategEx Capital Management Inc.
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COMPANY:
StrategEx Capital Management Inc.
SERVICES PROVIDED:
Acquisition &
Strategic Realignment
DESCRIPTION:
StrategEx is a private equity and corporate
advisory firm controlled by John Hamilton.
Through StrategEx, John led the strategy review,
realignment and made a private equity investment
in WaterStreet; at the time, a relatively young
wealth management firm serving ultra-high net
worth families.
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Arthur's Fresh Co. Ltd.
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COMPANY:
Arthur's
Fresh Co. Ltd.
SERVICES PROVIDED:
Corporate Finance,
Mergers & Acquisitions
DESCRIPTION:
Arthur’s Juice is a Canadian producer and
innovation leader in all-natural fruit
smoothies. StrategEx
acted as financial advisor and project manager
to Arthur’s and its shareholders for financing
and the successful sale of the Company to H.J.
Heinz Company of Canada Ltd.
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FreshChange Food Group Ltd.
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COMPANY:
FreshChange Food Group Ltd.
SERVICES PROVIDED:
Private Equity Investment Advisory Services
DESCRIPTION:
FreshChange is an investment firm that invests
in
and works with privately owned food companies in the
"good for you" space that want strategic,
operational or capital support to accelerate growth.
StrategEx acted as financial advisor for a
private equity investment in Arthur’s Juice; the
makers of all-natural fruit smoothies.
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Bergevin Investments Inc.
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COMPANY:
Bergevin Investments Inc. &
Mesier
China Ltd. & Dalian AW Gratings Ltd.
SERVICES PROVIDED: Private Equity
Investment Advisory Services,
Corporate Finance
Restructuring
DESCRIPTION:
Bergevin is a Canadian private equity investment
company.
Meiser is the Hong Kong parent company for a
China-based steel fabricating company.
StrategEx
has conducted various business and strategy reviews
on behalf of Bergevin for prospective investment
opportunities and most recently acted as advisor to
Bergevin for the financial restructuring of Mesier
and Dalian.
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The Current Sales Corporation
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COMPANY:
The Current Sales Corporation
SERVICES PROVIDED:
Business and Strategy Review
DESCRIPTION:
Current
Corp is the Canadian leader in marine night vision
camera systems.
StrategEx has acted as strategic and
financial advisor to the company to lead a detailed
organizational review, strategy assessment and
providing ongoing corporate development services.
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HIG Capital, LLC
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COMPANY:
HIG
Capital, LLC, Private Equity Investments
SERVICES PROVIDED:
Acquisition
DESCRIPTION:
HIG
Capital is a global private investment firm with
over $7.5 billion of capital under management.
StrategEx acted as financial advisor for $225
million acquisition opportunity.
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Alberta Service Bureau
Inc.
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COMPANY:
Alberta Service Bureau Inc.
SERVICES PROVIDED:
Mergers & Acquisitions
DESCRIPTION:
ASB is a registry agent for the Province of
Alberta with its head office in Edmonton
Alberta.
StrategEx acted as financial advisor
to the shareholders for the sale of the
company.
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Transcom WorldWide S.A.
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COMPANY:
Transcom WorldWide S.A.
SERVICES PROVIDED:
Mergers & Acquisitions
DESCRIPTION:
Transcom is a leading global outsourced services
company specializing in Customer Relationship
Management and Credit Management Services, with
17,300 employees serving clients from 72 sites
around the globe in 29 countries.
StrategEx acted as financial advisor for the
review of North America acquisition opportunities.
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Visionledd Canada
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ORGANIZATION:
Visionledd
Canada
SERVICES PROVIDED:
Business
& Strategy Review
DESCRIPTION:
Visionledd
Canada is a not-for-profit advocacy, training and
community development organization dedicated to
working with children, parents, churches and other
community leaders to mobilize a North American
response to addressing the challenges facing orphans
and widows devastated by HIV/AIDS in sub-Saharan
Africa.
StrategEx has acted as strategic and financial
advisor to Visionledd to lead a detailed
organizational review, conduct overseas due
diligence with key partners and re-establish the
core vision, mission and strategies.
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CPP Investment Board & Private
Equity Investments |
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COMPANY: CPP
Investment Board, Private Equity Investments
SERVICES PROVIDED:
Private
Equity
DESCRIPTION:
CPP
Investment Board is an independent investment
management organization with responsibility to
invest and manage the $150 billion in assets of the
Canada Pension Plan.
John acted as a financial advisor and
principal to CPPIB for various new private equity
investments.
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Resolve Corporation & Resolve Business Outsourcing
Income Fund
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COMPANY:
Resolve Corporation & Resolve Business
Outsourcing Income Fund
SERVICES PROVIDED:
Mergers & Acquisitions,
Divestiture, Corporate Finance, Other
Corporate Development
DESCRIPTION:
Resolve provides business process outsourcing (BPO)
solutions to large businesses and governments in
North America.
As SVP Corporate Development, John
acted as financial advisor for the restructuring and
sale of the Travel Fulfillment Division, negotiating
strategic alliances with
2
key partners, leading the preparation for the
company's
IPO in conjunction with the merger with Canadian
Securities Registration System, and leading the
successful process reengineering and contract
procurement for the Canada Student Loans Program
resulting in a 5 year $270
million contract with the Federal Government.
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Canadian Imperial Bank of Commerce & Edulinx Canada
Corporation |
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COMPANY:
CIBC & Edulinx Canada Corporation
SERVICES PROVIDED:
Business & Strategy Review,
Acting CFO, Leading
Change by way of Restructuring,
Corporate Finance, Divestiture
DESCRIPTION:
Edulinx Canada Corporation is a Business Process
Outsourcing company providing loan servicing and
call centre services for various governments and
financial institutions.
As acting CFO, John led an in-depth business and
strategy review, operational and financial
restructuring and successful divestiture of Edulinx
for CIBC.
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