IG PWM approach

Advice aligned to your life

Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.

Are you getting the tax and estate planning advice you deserve?

Discover crucial gaps in your estate plan and ways to maximize tax savings. Find out if you’re getting the kind of tax and estate advice that can really boost your financial plan.

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IG Private Company Advisory

IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.

Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.

 

Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:

  • Selling or acquiring a business

    Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.

    Services include:

    • Deal sourcing
    • Valuation and negotiation
    • Due diligence
    • Partial divestiture strategy
  • Strategic advisory

    Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.

    Services include:

    • Market entry strategy
    • Expansion strategy
    • Restructuring and turnaround
    • Succession planning
  • Raising capital

    The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.

    Services include:

    • Debt financing
    • Equity financing
    • Mezzanine financing
    • Alternative funding sources
    • Working capital solutions