Representative Experience

Representative experience includes*:

  • Over 100 representative Corporate, Securities & Strategic Transactions, including:

    • Over 30 Venture Capital & Growth Equity Financings closed

    • Over 30 Mergers, Acquisitions & Divestitures closed

    • Over 40 Public Company & Capital Markets Transactions closed

  • Financings from Seed → Series E, from Private → Public

  • Transactions ranging from early-stage startup financings to $100 million+ strategic investments and acquisitions

  • Experience across technology, software, fintech, industrial technology, natural resources, food and beverage, healthcare, manufacturing, consumer products and other growth sectors

*The representative transactions set forth herein may reflect our experience advising clients prior to the establishment of McNeill Bay Growth Partners, including in private practice with other firms. While such transactions were completed under the advice of our team, their listing herein does not imply that McNeill Bay Growth Partners acted as transaction advisor on these matters.

Early Stage Financings, Venture Capital & Growth Equity

Advising founders, investors and emerging growth companies on venture capital and growth equity financings spanning Seed, Series A and Series B through E transactions.

Representative financings have ranged from approximately $5 million to over $500 million, including venture equity and debt financings, convertible note financings and institutional growth equity investments across software, fintech, mining technology, industrial technology, healthcare technology, clean technology, robotics, logistics and advanced manufacturing.

Select transactions include:

  • Pre-seed financings via SAFE and convertible note offerings for gross proceeds ranging from under $1 million to over $10 million

  • Seed financings ranging in size from $1 million to over $10 million

  • Series A financings ranging in size from $10 million to over $25 million

  • Series B financing of leading practice management software company, including secondary offering

  • Series C financing of nanomedicine company

  • Series D financing of global software company, including secondary offering

  • Series E financings of mining technology company for gross proceeds of over $50 million

  • Advising US venture fund in its seed financing of a robotics company

  • Venture financings involving software, mining technology, healthcare technology, robotics, industrial technology, logistics and clean technology companies

Mergers & Acquisitions

Advising on mergers, acquisitions, divestitures and corporate reorganizations involving private companies, venture-backed businesses and publicly listed issuers.

Representative transactions have ranged from approximately $1 million to over $400 million and included founder exits, cross-border acquisitions, strategic investments, private equity transactions, healthcare businesses, software companies, manufacturing businesses, semiconductor technology, consumer products and industrial businesses.

Select transactions include:

  • Acquisition of a Canadian hospitality technology company by a U.S. strategic acquirer

  • Acquisition of a Canadian software company by a private equity-backed technology platform

  • Strategic, cross-border acquisition of an Australian company by a Canadian technology company

  • Acquisition of a semiconductor company by a multinational technology company

  • Acquisition of a Canadian health technology company

  • Acquisition of a food manufacturing business

  • Acquisition of a financial software business

  • Divestiture of a financial technology business

  • Acquisition of health clinics by private equity-backed buyers

  • Multiple confidential acquisitions and divestitures involving owner-managed businesses

  • Corporate reorganizations completed in anticipation of acquisitions or succession transactions

Public Markets & Capital Raising

Advising publicly listed issuers, emerging public companies, founders, institutional investors, underwriters and investment dealers on a broad range of Canadian capital markets transactions and ongoing securities law matters.

Representative transactions have ranged from from $5 million to over $1 billion, comprising initial public offerings, qualifying transactions, reverse takeovers, public and private offerings, exchange listings and public company governance and continuous disclosure matters across the technology, mining, life sciences, consumer products and industrial sectors.

Select transactions include:

  • Multiple initial public offerings (IPOs) on the TSX Venture Exchange and Canadian Securities Exchange

  • Multiple qualifying transactions and reverse takeover (RTO) transactions

  • Direct listing of a precious metals issuer on the TSX Venture Exchange

  • Representation of investment dealers and underwriters acting as lead agent or lead underwriter on multiple public offerings

  • Multiple bought deal public offerings

  • Multiple brokered and non-brokered private placements for publicly listed issuers

  • LIFE (Listed Issuer Financing Exemption) offerings

  • Convertible term loan and convertible debt financings for public companies

  • Public financings completed in connection with strategic acquisitions

  • Public company securities offerings exceeding $100 million

Corporate & Founder Advisory

Advising founders and emerging growth companies on the structural, strategic and operational decisions that shape businesses from formation through exit.

Representative experience includes advising companies throughout the corporate lifecycle, from initial incorporation and founder structuring through venture financings, governance, strategic growth, acquisitions and public company readiness. This experience spans early-stage startups, venture-backed companies, owner-managed businesses and publicly listed issuers across a broad range of industries.

Our principal advisor has worked with founders from the earliest stages of company formation through multiple institutional financing rounds, strategic acquisitions, public company transactions and exit events, providing ongoing strategic and transactional support throughout the business lifecycle.

Scope of advice includes:

  • Formation and structuring of dozens of startup and emerging growth companies

  • Founder equity structuring and initial capitalization

  • Initial shareholder relations and co-founder vesting arrangements

  • Corporate reorganizations

  • Cap table preparation and ongoing cap table management

  • Employee stock option plans and advisor equity arrangements

  • Early-stage financing preparation

  • Board formation and governance

  • Confidentiality and IP protection

  • Corporate governance advice

  • Strategic planning alongside founders and executive teams