Reach New Heights
Kluane Partners is a leading boutique corporate finance advisory firm focused on client growth and strategic capital.
With more than 40 years of combined executive expertise in banking and financial services, Kluane Partners offers a tailored approach that drives value for mid-market businesses and inspires confidence in investors and lenders alike.
Services
We provide merchant banking, restructuring advisory, and corporate services to our clients that align with the best interest of all parties involved.
Merchant Banking
Enhanced deal terms for the client, increasing possibilities of achieving corporate objectives.
- Debt & Equity Advisory
- Growth & Transition Capital
- M&A Advisory
- Management/Shareholder Buyouts
Restructuring
When stakeholders are undecided or about to give up on the company, we deliver a better outcome than to receivership.
- Special Situations Advisory
- Distressed Debt & Recapitalization Advisory
- Working Capital Management
- CRO services
- Stakeholder Analysis
Corporate Services
Team of professionals that delivers tier one quality at a better price.
- Financial Analysis
- Quantitative Excel Modeling
- Cash Flow Modeling
- Valuations (CBV)
- Business Reviews
- Risk Advisory
- Accounting for Hire
- Investor Relations
Our Experience
Kluane Partners has been at the forefront of structuring diverse, complex, and tailored deals for a variety of organizations across Canada. Through an in-depth understanding of markets, trends, and strategic insights we continue to push the boundaries of what is possible in assisting our clients reach their goals.
50+
Transactions
$4.8B+
Capital Raised
40+
Years of Experience
The Kluane Way
Collaborative Style
At Kluane, we put our clients first and believe in partnership in every sense of the word. By working collaboratively, focusing on your needs and ensuring you are always well informed, it is only then that we can deliver the best value throughout every engagement.
Disciplined Approach
Every deal is important and we fully understand the trust our valued clients place in Kluane Partners. That is why we are disciplined in everything we do. Driving greater efficiencies and ensuring the highest standards so we continue to surpass expectations.
Strategic Design
We look at every engagement individually – never using a templated approach but rather developing specific strategies that address your specific situation. Thinking outside the box while utilizing our extensive experience so we can deliver more.
“Kluane was brought in to deal with a distressed client. Their team were able to clean-up the story, mitigate our loss, and find another lender to buy our paper.“
DIRECTOR – PRIVATE EQUITY
“Kluane was able to help us with one of our difficult clients. They came in and provided accurate weekly reporting. Working with our client and Kluane we were able to wind-down our position successfully.”
SPECIAL LOANS – CANADIAN SCHEDULE 1 BANK
“My company was in a difficult situation with our lender. We missed multiple loan payments due to the economic climate. Kluane Partners helped us manage this relationship, bought us more time, and found us short-term financing to get through the difficult months. Would definitely recommend.”
OWNER/OPERATOR – TRUCKING COMPANY
“After running my family business for over 20 years I realized there was an opportunity to expand. I didn’t know how to navigate this transition, nor was my company prepared for growth. Kluane was able to help me develop a strategy, find me capital, and help with my internal accounting.”
OWNER/OPERATOR CONSUMER SERVICES COMPANY
Team
Charles Bougie
Managing Director
Managing Director
Brock Forbes
Senior Principal
Senior Principal
Pedro Porto Alegre
Director of Business Development & Marketing
Director of Business Development & Marketing
Advisory Board
Cody Church
As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian private companies through overall investment strategies, deal-flow generation, facilitating key lending relationships and investment banking relationships.
Rakesh Saraf
Rakesh has over 30 years’ experience in investment management. He led Alberta Teachers’ Retirement Fund Board’s Private Investments group and also led the Private Investments group at AIMCo.
Greg Cote CA, CPA
Early in his career, Greg became a partner at EY within the corporate finance and insolvency groups and was instrumental in restructuring Ace Aviation (Air Canada) in the 2000’s and was a special advisor in winding down of Nortel Networks.
Get In Touch
Send us a note to discuss the challenges your business is currently facing and learn how Kluane Partners can help you unlock growth.
Mailing Address
Suite 1900, First Canadian Centre
350 – 7th Avenue SW
Calgary, Alberta T2P 3N9