Our Services
Advisory built for
the automotive industry.
From sell-side mandates to formal valuations, every service we offer is designed around one principle: your interests, protected at every stage.
Sell-Side Advisory
Representing dealership owners is our core business. We manage the entire transaction process — from confidential positioning and buyer identification to negotiation, due diligence, and closing — with absolute discretion and a singular focus on maximizing your outcome.
- Confidential process management from start to close
- Proprietary buyer network — no public listings
- Formal valuation to anchor negotiations
- OEM approval and franchise transfer coordination
- Structuring for tax efficiency and estate planning
- Post-transaction transition support
Buy-Side Advisory
We represent qualified acquirers — dealer groups, private equity, family offices, and strategic buyers — in identifying and securing automotive dealership acquisitions. Our off-market access and deep industry relationships surface opportunities that are never publicly available.
- Strategic acquisition mandate development
- Off-market opportunity sourcing
- Target identification and confidential outreach
- Valuation and deal structuring
- Due diligence coordination
- OEM approval support
Dealership Valuations
Our valuation practice is led by internationally accredited valuators and combines rigorous formal methodology with proprietary dealership-specific blue-sky analysis. We produce defensible, credible valuations used for transactions, estate planning, shareholder disputes, financing, and strategic planning.
- Internationally accredited formal valuation reports
- Blue-sky and goodwill analysis
- Real property and fixed asset appraisal coordination
- Franchise-specific earnings normalization
- Comparative transaction benchmarking
- Expert witness and litigation support
Franchise & OEM Advisory
We advise OEMs entering the Canadian market, support open point development, and provide strategic counsel on franchise restructuring and dealer network optimization. Our unique position — bridging manufacturer and dealer perspectives — creates outcomes that neither side could achieve alone.
- OEM market entry strategy for Canada
- Open point identification and dealer recruitment
- Franchise restructuring and consolidation
- Dealer network performance advisory
- Cross-border transaction support
- Regulatory and OEM approval navigation
Strategic Advisory
Beyond transactions, we serve as long-term strategic advisors to dealer principals and automotive investors. From succession planning to capital structure optimization, we provide the institutional perspective that most dealers have never had access to.
- Succession and transition planning
- Capital structure and financing advisory
- Multi-rooftop portfolio strategy
- Partnership and joint venture structuring
- Competitive positioning analysis
- Long-term relationship advisory
Begin the Conversation
Ready to explore
your options?
Whether you're considering a sale, seeking an acquisition, or simply want to understand what your dealership is worth — we're here to have a confidential conversation.