Case Studies

Real outcomes for clients across industries and growth stages.

Client Success Stories

Explore how we have helped organizations achieve their goals.

Tax and R&D

Manufacturing Client Identifies $2.4M in Tax Credits

A mid-size manufacturer engaged us for an R&D incentive review. Our team identified qualifying activities and documentation gaps, resulting in $2.4M in recoverable credits over three years.

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Advisory and M&A

Private Equity Exit: Successful Sale to Strategic Buyer

We advised a PE-backed software company through due diligence, deal structuring, and closing. The transaction completed on schedule with favourable terms for all stakeholders.

Explore M&A advisory
Assurance and NFP

National Charity Streamlines Audit and Reporting

A national charity sought efficiency in its audit process. We implemented process improvements and delivered a streamlined audit with enhanced stakeholder communications.

Learn about NFP assurance
Company Formation

Tech Startup: Formation Through Series A

From incorporation to Series A, we supported a tech startup with entity structure, cap table management, and investor-ready reporting.

Start your business journey