CFO of business that acquired cash flowing assets with debt before sale in three small dispositions (Oct 15, 2012)
Created a CPC public shell on TSX and identified a Qualifying Transaction target with a hemp cigarette company (July 17, 2022)
CFO of a start-up that built three loading facilities and then sold to a public company (Aug 15, 2014)
Created public shell and identified target for a Qualifying Transaction with cash flowing petroleum company (April 4, 2018)
Clients over the years
Value of M&A Transactions
Total Number of Years of Professional Experience of Team
As a registered Exempt Market Dealer (EMD), we are dedicated to empowering businesses on their journey to growth and market leadership. Plato specialize in crafting bespoke financial solutions that resonate with the ambitions of each client. Our services are designed to navigate the complexities of the financial landscape, delivering expertise in Mergers & Acquisitions (M&A) and streamlined Capital Raising processes. With Plato, elevate your business strategy with trusted guidance and access to exclusive investment opportunities for Accounting and bookkeeping services in USA & Canada. Therefore, the key to managing expenses and deal risk in raising the public capital is to find good people to guide you through the process to avoid potential pitfalls.
Plato provides services in two main areas:
Expertise in seamless due diligence and negotiation for successful acquisitions.
Custom private placements and strategic structuring for optimal capital growth.
At Plato, we’re redefining the financial landscape for businesses aiming to scale. Leveraging our extensive experience in M&A and capital raising, we offer a streamlined path to success, minimizing costs, and maximizing opportunities in financial markets for Accounting and bookkeeping services in USA & Canada. Trust in our systemic approach to take your business to the next level.
Join us on the path to market excellence.
An EMD is a financial firm authorized to trade or underwrite exempt securities that are typically not publicly traded.
Investments through EMDs are usually reserved for accredited investors, not the general public. Who are in Accounting and bookkeeping services in USA & Canada
Exempt securities are financial instruments not required to be registered with securities regulators and typically sold privately.
“Major Strength Is the Ability to Communicate when Interacting with the Lawyers, Auditors and Bankers.”
“Strong understanding of complex legal structures such as mutual fund trusts, limited partnerships, and corporations, specifically differing IFRS and tax treatments.”
“Understood our operations and identified gaps in our marketing pitch. This helped when we were in presentations as most investors had similar questions.”
“Impressed with Ability to Assist our Board with the Strategic Planning Process.”
Ⓒ 2024 Plato Capital. All rights reserved.
Cookies
Privacy
Terms & Condition
