Any Recommendations for a solid US/Canada based M&A advisor/banker?

searcher profile

November 24, 2025

by a searcher in Austin, TX, USA

I’m tapping into my network for recommendations. I need an intro to a solid M&A advisor/banker who specializes in Canada/US cross-border transactions. Business is in Canada but an acquirer can be from US. We are looking to list a high-growth, non-discretionary business with currently $4M+ EBITDA (projecting $6M-$7M next year). We need someone who knows how to navigate both markets efficiently. Recommendations and DMs are appreciated!
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commentor profile
Reply by a professional
from American University in Irvine, CA, USA
Thanks for the tag, Luke. Hi, Sandeep. We have worked on a number of cross-border transactions involving Canada, and in that context have developed good relationships with Canadian local counsel, and tax advisory services, which we would be happy to share with you if you need that type of help. On the IB side, specifically, we have worked with both Canacord [https://www.canaccordgenuity.com] and Royal Bank of Canada [https://www.rbccm.com/en/gib/mergers-acquisitions.page] on such transactions. Both of these organizations can be helpful in structuring cross-border acquisitions. In my experience, a careful review of tax consequences is extremely important in Canadian-US deals, especially if it is an asset deal, or where significant capital gains will be recognized as a result. If you can use any help on the US legal side, we would be happy to assist you, as well. DM me to let me know which introductions would be most helpful for you.
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Reply by an intermediary
in Kansas City, KS, USA
Thank you for the tag ^redacted‌. Hello ^redacted‌, my company may be exactly who you are looking for, depending on the type of business it is. 60% of our transactions are cross-border transactions, with the majority of those being US/Canada deals, so we are well versed in navigating the complexities of both countries. If the business in question does not have real estate involved in the transaction, we can make it happen for you. As Certified Merger & Acquisition Advisors, we are a boutique firm offering white-glove, investment bank level service at a fraction of the cost of the "big guys". More info https://www.westboundroad.com/sell-your-business.html
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