What INFOR Financial Inc. does

INFOR Financial Inc. is a Canadian independent investment banking advisory firm founded in 2015 and headquartered in Toronto, with a secondary office in Calgary. The firm is a wholly-owned broker-dealer subsidiary of INFOR Financial Group Inc., regulated through CIRO and CIPF membership, and ranked the #1 Independent Advisory Investment Bank in Canada. Its service offering spans M&A advisory, equity and debt capital raising, debt advisory and restructuring, and merchant banking, supported by institutional distribution (covering North American, European, and Australasian buyside accounts) and retail distribution through exclusive partnerships with Wellington-Altus Private Wealth and Questrade Inc., providing access to over $135B in combined retail assets under administration.

The firm is sector-specialized, with primary coverage in metals & mining, energy and energy transition, financial services, and healthcare & cannabis, and secondary coverage in technology/media/communications, consumer products, diversified industrials, and real estate. Deal flow is generated through a principal-led, relationship-based model where senior bankers — drawn from Scotiabank, BMO Capital Markets, Canaccord Genuity, GMP Securities, and Deloitte — originate and execute mandates. The firm has completed 200+ M&A transactions since inception and supplements dealmaking with content-based thought leadership (Market Insights, Management Interviews) distributed via LinkedIn, Twitter, and PR channels.

The revenue model is professional services fee-based: advisory mandates are negotiated per transaction, with at least one disclosed fixed-fee structure for fairness opinions. There is no proprietary technology, SaaS, or API offering; the firm explicitly does not sell software products. Marketing is content-driven rather than performance-based, and the firm maintains a relatively flat headcount of 11-50 employees, consistent with a boutique advisory model. Geographic scope is primarily North America with select international distribution coverage.

Name

INFOR Financial Inc.

Legal name

INFOR Financial Inc.

Website

https://inforfg.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

INFOR Financial Inc. is a Toronto-based independent Canadian investment banking advisory firm (founded 2015) providing M&A advisory, capital raising, debt advisory, and merchant banking services across mining, energy, healthcare, financial services, and technology verticals.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Equity Capital Introduction & Prime Services (FSACAFAK)

Keywords

• Investment banking advisory
• Mergers and acquisitions advisory
• Capital raising services
• Debt restructuring advisory
• Merchant banking services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. M&A Advisory: Providing merger and acquisition advisory services including deal structuring, valuation, negotiation support, and transaction completion for corporate clients across various industries.
2. Capital Raising: Assisting clients in raising equity and debt capital through various financing structures including IPOs, follow-on offerings, private placements, and bought deal financings.
3. Debt Advisory & Restructuring: Providing advisory services for debt capital raising, corporate restructuring, refinancing, and balance sheet optimization.
4. Merchant Banking: Long-term client partnerships through merchant banking activities, potentially including principal investments alongside advisory clients.
5. Institutional Distribution: Post-trading support and institutional engagement platform providing coverage of North America's leading institutional buyside accounts, including fundamental mutual funds, hedge funds, value funds, and family offices.
6. Retail Distribution: Retail brokerage distribution through exclusive strategic partnerships with Wellington-Altus and Questrade, providing access to retail investor base for client securities offerings.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

INFOR Financial Inc. is an independent Canadian investment banking advisory firm providing M&A advisory, equity and debt capital raising, debt advisory & restructuring, and merchant banking services to corporate clients. The firm also operates dedicated institutional and retail distribution capabilities for client securities, leveraging exclusive partnerships with Wellington-Altus Private Wealth and Questrade Inc.

Product overview

INFOR Financial Inc. is a Canadian independent investment banking advisory firm founded in 2015, operating as a single-service advisory business rather than a platform-plus-modules architecture. The firm's core offering consists of investment banking services organized around M&A Advisory, Capital Raising, Debt Advisory & Restructuring, and Merchant Banking, supported by Institutional and Retail Distribution capabilities. These services are delivered across specialized industry verticals including Metals & Mining, Energy & Energy Transition, Financial Services, Healthcare & Cannabis, Consumer Products, Diversified, Real Estate, and Technology, Media & Communications. The firm also provides supplementary research content through Market Insights reports and Management Interviews. INFOR Financial operates exclusively as a service-based advisory firm — it does not offer a software product, SaaS platform, API, or developer-facing product.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Expert advisory services for mergers, acquisitions, and divestitures, including strategic guidance, valuation, deal structuring, and transaction execution support for corporate clients across multiple industries.
• Capital Raising Equity and debt capital raising services for clients, facilitating access to capital markets and private financing including IPOs, follow-on offerings, private placements, and bought deal financings.
• Debt Advisory & Restructuring Advisory services for debt capital markets, corporate restructuring, refinancing, balance sheet optimization, and distressed debt situations.
• Merchant Banking Long-term client partnership model combining advisory services with direct investment participation, providing aligned incentives and sustained support through merchant banking principles.
• Institutional Distribution Distribution services targeting institutional investors including fundamental mutual funds, hedge funds, value funds, alpha capture strategies, and family office/high-net-worth groups, supported by a dedicated market liquidity division covering North America with select accounts in Europe and Australasia.
• Retail Distribution

Quantifiable outcome

• 200+ M&A transactions completed since inception
• +1 more outcomes

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Wellington-Altus Private WealthcoreChannel Partner/ Reseller/ DistributorExclusive strategic partnership for retail distribution of client securities. Wellington-Altus is a leading independent, high-end wealth management advisory firm, registered investment dealer and member of IIROC and CIPF. Has over $200M average book size per advisor with 30+ branches across Canada and $50B+ Assets under Administration. INFOR clients benefit from access to high-net-worth retail investor base.
• Questrade Inc.coreChannel Partner/ Reseller/ DistributorExclusive strategic partnership for retail distribution. Questrade is Canada's fastest-growing online brokerage and #1 rated online broker by MoneySense 2021. Has 250,000 new accounts opened annually with $85B+ Assets under Administration. Provides INFOR clients with access to self-directed retail investor base.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cormark Securities: Toronto-based independent investment dealer focused on Canadian mid-market M&A and equity capital markets. Closely comparable boutique scale, sector coverage in mining and growth verticals, and similar institutional client base.
• Eight Capital: Toronto-based independent investment bank focused on Canadian mid-market M&A and capital raising. Directly comparable as a boutique Canadian advisor competing for similar mandates across mining, energy, and technology verticals.
• Canaccord Genuity: Canadian independent investment dealer with a strong mining and resources franchise. Multiple INFOR principals (Mayer, Dastoor) and its institutional distribution leader Sylvestre previously worked at Canaccord, making it the closest comparable in vertical mix and culture.
• Haywood Securities: Canadian independent investment dealer with a leading mining and resources practice. Comparable boutique scale, similar vertical mix (mining, energy, technology), and similar reliance on senior banker relationships to drive franchise value.
• PI Financial Corp. Vancouver-based independent Canadian investment dealer with significant mining and resources focus. Comparable boutique scale, similar vertical mix, and direct overlap in Canadian mid-market capital raising and advisory mandates.

Broad incumbents

• Desjardins Capital Markets: Quebec-based investment dealer with strong mid-market Canadian M&A advisory and equity capital markets capabilities. Competes for similar Quebec and Ontario mid-market mandates as INFOR, with a broader institutional parent.
• National Bank Financial Markets: Investment banking arm of National Bank of Canada with strong Canadian mining, energy, and diversified coverage. Competes for many of the same mid-market and large-cap mandates as INFOR, with deeper balance sheet capacity.
• Raymond James (Canadian operations): Canadian arm of a global wealth management and investment banking firm. Competes for mid-market M&A and capital raising mandates across INFOR's verticals, with the added scale of a global parent and broader product suite.
• Scotiabank Global Banking and Markets: Global investment banking arm of Scotiabank with leading Canadian and global mining and metals franchise. Peter Collibee was formerly Global Head of Mining & Metals at Scotiabank before joining INFOR, representing both talent lineage and a direct competitor.
• BMO Capital Markets: Investment banking subsidiary of Bank of Montreal with global mining and metals coverage. Peter Collibee (INFOR Principal) previously led the BMO mining group, making it a key historical and competitive anchor in INFOR's core vertical.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/INFOR_Financial
• LinkedInlinkedin.com/company/infor-financial-group-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about INFOR Financial Inc.