Partner network

Every regulated step performed by a firm licensed to perform it.

Legatis leads the mandate and stays the client's point of contact. Around it: registered dealers, licensed brokerages, counsel, accountants, valuators and lenders, each engaged for the steps it is licensed to perform. Before any work begins, clients know who will do it, under what licence, and on what terms.

Work with us

Three ways to work alongside Legatis.

We introduce a client only when the file fits what a partner does. A short profile tells us exactly when that is, and it is never shared with other firms.

M&A firms

Owners ready for market, matched to your mandate.

M&A advisors, business brokers, dealers, private equity, family offices and search funds.

Businesses prepared one to three years ahead, with clean records
Acquisition financing arranged through our lenders
Every fee and referral arrangement disclosed to the owner

Send your M&A partner profile

Lenders

Prepared files that fit your credit box.

Banks, credit unions, Crown and private lenders, asset-based, equipment and mezzanine lenders.

Normalized financials, projections and a complete document pack
Introductions only inside your size, sector and security criteria
We stay on the file through credit, commitment and funding

Send your lender profile

Professional partners

Each regulated step, done by the firm licensed for it.

Counsel, accountants, valuators, grant specialists and implementers, engaged directly by the client.

A defined scope for every step of a mandate
Written referral terms, disclosed before engagement
Reviewed annually and after every completed mandate

Send your professional partner profile See the partner network

Partner network

The firms we work with, by the work they do.

Each regulated step in a mandate is performed by a partner licensed or registered to perform it, under its own engagement with the client. Referral arrangements between Legatis and any partner are documented in writing and disclosed to the client before engagement.

SecuritiesRegistered dealer partnersRegistered exempt market dealers, British Columbia Securities CommissionExecute share sales, mergers by share exchange and equity raises, each under its own engagement.

Real estateLicensed brokerage partnersLicensed brokerages, BC Financial Services AuthorityHandle real property sales, lease assignments and any real estate component of a business transaction.

LegalLegal counselCorporate, commercial and securities counselTransaction documents, shareholder agreements, estate freeze implementation and regulatory opinions. Clients may use their own counsel.

Tax & accountingTax and accountingChartered Professional AccountantsTax structuring, financial statement preparation, quality of earnings support and post-transaction filings. Clients may use their own accountants.

ValuationIndependent valuationChartered Business ValuatorsIndependent valuations for transactions, estate freezes, shareholder buy-sell events and financing.

Grants & programsGrant specialistsGovernment funding specialistsProgram identification, eligibility assessment, application preparation and post-award compliance for federal and provincial programs.

Lending relationshipsInstitutional lendersChartered banks, credit unions, government-backed lenders, private credit fundsLegatis maintains relationships with lending institutions across the credit spectrum. Named relationship managers are provided to clients during a placement.

ImplementationVetted implementersFinance, operations, technology, marketing and HR specialistsScoped in the Gameplan and contracted directly to the client. Legatis coordinates delivery and holds implementers to the plan.

Your own advisorsClients are welcome to keep their own counsel, accountants and bankers. We work alongside them and keep everyone on one timeline.

How partners are selected

The standard we hold partners to.

Partner selection is the most important control in our model. We apply the same diligence to a partner as to an acquisition target.

Regulatory standingCurrent registration or licence verified with the regulator; disciplinary history reviewed.

Track recordCompleted transactions or engagements of comparable size and type, with references.

Conduct under pressureHow the partner treats clients when a deal stalls, a lender declines or a dispute arises.

Aligned incentivesFee structures that reward the client's outcome, and no undisclosed compensation.

Written termsEvery referral arrangement in a signed agreement, with client disclosure before engagement.

Periodic reviewPartner relationships reviewed annually and after every completed mandate.

For M&A firms, dealers and lenders

Working with Legatis as a referral partner.

We are selective, and expect the same of our partners. Here is what one can expect from a Legatis mandate.

Prepared mandatesClients arrive with normalized financials, a documented Gameplan, a completed Risk & Opportunity Analysis and realistic expectations on value and timing.

Clear rolesLegatis stays within advisory and coordination. Registerable and licensable activities are the partner's alone, and we do not step into them.

Written arrangementsReferral agreements that satisfy the partner's regulatory obligations, including NI 31-103 referral requirements for registered firms.

An engaged clientWe remain on the file as the client's advisor, which keeps decisions moving and expectations grounded through diligence and closing.

Reciprocal standardsWe ask partners for responsiveness, candour with the client and transparent fees. We provide the same.

Discuss a partnership Lenders: send us your profile M&A firms: send us your profile Professionals: send us your profile Our regulatory framework