Real cases, real outcomes - here's what we've been able to pull off for our clients
Look, we can't share every detail - confidentiality's kinda the whole point in this business. But what we can tell you gives a pretty solid picture of how we approach complex corporate challenges and what kind of results you might expect when working with us.
Canadian SaaS company wanted to acquire a US-based competitor with significant IP assets. The deal was complicated by different regulatory frameworks, potential antitrust concerns, and about three dozen existing vendor contracts that needed reviewing. Timeline was tight - they had 90 days or the whole thing fell apart.
We coordinated with US counsel while handling the Canadian regulatory side, conducted accelerated due diligence focusing on high-risk areas first, and negotiated protective clauses that gave our client walkaway rights if key issues surfaced. We also restructured the deal to minimize tax exposure on both sides of the border.
Deal closed in 82 days. Our client acquired all critical IP assets, secured key personnel through retention agreements, and saved approximately $2.3M in potential tax liabilities through our structuring approach. The acquired company's been integrated successfully and revenue's up 47% year-over-year.
Manufacturing client got hit with a $4.8M breach of contract claim from a major supplier who alleged our client failed to meet minimum purchase commitments during COVID shutdowns. The supplier was pushing hard for litigation, and our client's insurance wasn't gonna cover most of it.
Instead of immediately going to court, we dug deep into the force majeure clauses and found some pretty solid grounds for defense based on government-mandated shutdowns. But we also looked at the bigger picture - this supplier relationship was actually valuable long-term. So we proposed structured mediation with a focus on preserving the business relationship while finding middle ground.
Settled for $875K paid over 18 months with modified contract terms going forward. Both parties avoided lengthy litigation costs, the business relationship stayed intact, and our client's now getting better pricing than before. Sometimes the win isn't about crushing the other side - it's about finding solutions that actually work.
Biotech startup discovered that a former senior scientist had joined a direct competitor and there were serious concerns about proprietary research methodologies being compromised. The problem? Their existing employment agreements had some gaps, and they'd been pretty casual about documenting what was actually considered confidential.
We moved fast on two fronts. First, immediate cease and desist to the competitor with a detailed breakdown of what we believed was protected. Second, we quickly but carefully documented the company's trade secrets and implemented a comprehensive IP protection program for going forward. We also reviewed all employee agreements and tightened 'em up across the board.
Reached confidential settlement with the competitor that included monitoring provisions and restrictions on the former employee's role. More importantly, we helped implement systems that've prevented similar issues - they've since had 12 employees leave and zero IP concerns. The protection framework we built has actually become a selling point in their investor presentations.
Financial services client received notice of an upcoming regulatory audit and knew they had problems. Years of rapid growth meant their compliance program hadn't kept pace with changing regulations. They were looking at potential penalties in the six-figure range and possible license restrictions.
We conducted our own internal audit before the regulators showed up, identifying and categorizing issues by severity. Where we found problems, we immediately implemented fixes and documented everything. We also prepared detailed remediation plans for stuff we couldn't fix overnight. The goal was to show good faith effort and systematic approach rather than trying to hide anything.
Final penalty came in at $28K - way less than feared. No license restrictions. The regulators actually commented on the quality of our remediation work. We then helped implement ongoing compliance monitoring that's caught and fixed a dozen potential issues before they became problems. Client's now actually using their compliance program as a competitive advantage.
Three-way shareholder split in a successful e-commerce business had turned toxic. One partner wanted out, another wanted to buy them out, and the third was threatening litigation over alleged mismanagement. The company was paralyzed, missing opportunities, and bleeding key employees who were scared about the uncertainty.
We pushed for private mediation before things got uglier. Brought in a forensic accountant we trust to do an independent valuation everyone could work from. Then we structured a buyout that let the departing partner exit with fair value, gave the acquiring partner time to finance it without crippling the business, and addressed the third partner's concerns through enhanced governance provisions.
Deal closed in 6 weeks. Departing shareholder got fair value plus earnout provisions tied to future performance. Company stayed operational throughout, didn't lose a single key employee, and actually landed their biggest contract ever two months after resolution. The remaining partners have a much clearer operating agreement now and they're doing great.
Growing logistics company had a patchwork of contracts with carriers across Canada and the US that were negotiated at different times with wildly inconsistent terms. They were facing liability exposure, couldn't scale efficiently, and their insurance company was threatening to drop coverage because the risk profile was all over the place.
We created a master template that worked under both Canadian and US law, then systematically worked through their 47 existing carrier relationships to bring everyone onto the new framework. For their biggest partners, we negotiated enhanced terms. For smaller carriers, we offered simplified agreements that still protected our client but weren't overly burdensome on the other side.