Our Strategic Partner has successfully guided clients through direct listings, reverse mergers, and IPOs, utilizing proven strategies that have generated over $8 billion in shareholder value.
Benefits to consider
We deliver the structure, strategic expertise, and a proven go-public playbook that empower entrepreneurs to raise capital, execute acquisitions, and scale rapidly — all while retaining more equity and driving significant shareholder value.
Our process begins with a comprehensive, founder-focused strategy phase. We evaluate your financials, growth trajectory, team, and capital access to identify the best path to going public. Whether through a direct listing, reverse merger, or IPO, we assess risks, timelines, exchange requirements, costs, and structural alignment to ensure you make a confident, well-informed decision.
With a clear strategy in place, we support you in capital positioning by structuring the offering, crafting a compelling investor narrative, and ensuring regulatory compliance. From private placements and crowdfunding to Reg A+ and IPO preparation, we customize capital strategies to align with your business model and target investors.
In addition to strategy and capital planning, we assemble a trusted team of professionals — including attorneys, auditors, transfer agents, and more — enabling you to move forward efficiently and compliantly without the challenge of building a team from scratch.
Proactive Strategic Guidance & Support
We oversee every aspect of the go-public process from start to finish, including financial statement preparation, audits, legal coordination, government filings, stock exchange applications, market maker engagement, and structural execution. Once your company is public, we remain by your side as long-term strategic advisors, ensuring you're not only listed but also positioned for sustainable growth and enduring success. This isn’t about financial engineering — it’s about partnering with visionary entrepreneurs to build significantly more valuable companies by leveraging the right structure at the right time.
Who We Work With
We partner with entrepreneurs who are ready to take their businesses public the right way — with structure, compliance, and a clear strategy for long-term value creation. Our ideal clients are established, profitable businesses generating $2 million to $20 million in revenue (or $500K+ in EBITDA). They are committed to scaling both organically and through acquisitions and are prepared for a 6-12 month go-public process designed to set them up for exponential growth.
In select cases, we also work with earlier-stage or pre-revenue founders who bring the right foundation: a compelling acquisition thesis, strong access to capital, and a capable operating and advisory team to support their vision.
What Sets Us Apart
Our Strategic Partner brings unparalleled experience, having taken four of his own companies public and guided dozens more through the process — from pre-revenue startups to businesses generating millions in annual revenue. With a background as a buy-side analyst, sell-side analyst, and partner at a 700-person investment banking firm, he offers a unique blend of capital markets expertise and entrepreneurial perspective. The clients he’s worked with have collectively created over $8 billion in shareholder value, a testament to his strategic vision and proven track record.
How We Work and Engage
Our approach is built on true partnership — we take an equity stake in the companies we accelerate, ensuring our interests are fully aligned with your success. In addition, we charge a monthly fee for our comprehensive services, which include personalized support for going public, expert strategic guidance, and access to our extensive professional network.
We customize engagement terms to fit your company’s stage, structure, and goals, often combining equity participation with milestone-based deliverables. This ensures flexibility while maintaining alignment and focus on achieving your objectives.
If you’re ready to scale bigger, faster, and smarter — we’re here to help.
Ready to get Started! - Let's Schedule a Strategy Call - Contact Wesley Paterson, CMC at wes@patersonconsulting.ca
