About Coldwater
Coldwater is a boutique M&A advisory firm for Canada’s mid-market, trusted by founders and family-owned companies navigating major transitions. Professional, experienced, and personable — the senior team you actually meet, call, and close with.
Who we are
Since 2007, Coldwater has advised entrepreneurial, family-owned, and founder-led businesses on sell-side and buy-side M&A and capital solutions. We built the firm on a simple principle: owner-operated businesses are unique – they deserve senior attention, candid advice, and hands-on execution.
Our team brings decades of transaction experience across domestic and cross-border deals. We combine legal, financial, and operating expertise to anticipate issues, negotiate the right terms, and close with confidence — all delivered with clear communication and a calm, approachable style.
Our mission is to deliver great outcomes at pivotal moments, with honesty, clarity, and unwavering commitment to the owners we serve.
What sets us apart
Partners run every mandate, end‑to‑end — you get focus, speed, and accountability.
Bespoke outreach across global strategics and adjacency buyers to surface premium fits.
LL.B/JD, CPA/CA, and CFA credentials under one roof — practical, 360° deal judgment.
Standout materials and a clear, proven flow that reduces stress and failed‑deal risk.
How we work
Readiness, value drivers, and objectives.
Data‑driven materials and go‑to‑market plan.
Global strategics and financials; disciplined competition.
Price, structure, terms, and certainty of close.
Workstreams managed to the finish line.
Our values
What it means: Advice first, no conflicts.
How it shows up: We say the hard things early and structure for your goals, not ours.
What it means: Partners do the work that moves value.
How it shows up: Senior time on every critical call, model, and document.
What it means: Plain-English guidance, no surprises.
How it shows up: Issues surfaced early, decisions framed with trade-offs.
What it means: Disciplined execution when stakes are high.
How it shows up: Process control, tight workstreams, certainty of close.
Meet the team
We keep our model intentionally senior and hands‑on. Meet the advisors who will guide, negotiate, and close your transaction.
