What Morrison Park Advisors does

Morrison Park Advisors is a Toronto-headquartered, partner-owned independent investment banking firm founded in November 2006 that delivers conflict-free M&A advisory, capital raising, fairness opinions, and financial strategic advisory to Canadian mid-market companies. The firm operates through four core service lines—Mergers and Acquisitions Advisory (buy-side and sell-side), Capital Raising (public and private equity, debt, structured finance), Fairness Opinions/Valuations/Expert Opinions, and Financial Strategic Advisory (restructuring, due diligence, governance, succession)—deployed across six industry verticals: Energy Transition & Utilities, Metals & Mining, Asset Management, Healthcare, conventional Energy, and Industrials/Diversified. The firm does not operate a proprietary technology platform; it leverages standard capital markets tools (Bloomberg, Capital IQ, Pitchbook) for analysis and execution, supplemented by proprietary research publications including the Canadian Public M&A Deal Study, an AI M&A Report, and a Periodic Rollover Transactions report.

The firm generates revenue through success-based M&A advisory fees structured as a percentage of transaction value (typically with a modest retainer), professional services fees for capital raising engagements, fixed-fee pricing for fairness opinions and valuations (typically 2-4 week engagements), and ongoing strategic advisory fees for restructurings, due diligence, and governance work. Distribution is entirely direct and senior-led—no resellers or self-serve channels—with all client relationships personally managed by senior professionals from origination through execution. Cross-border capabilities are enabled through the IMAP global network (450+ professionals across 51 countries), U.S. broker-dealer partnership with Marco Polo Securities (SEC/FINRA-registered), and regional partners including South Andes Capital (Chile), SUMMA (Peru), DNA Capital (Montreal), and IMAP Netherlands.

Since founding, the firm has advised approximately 160 clients on transactions representing more than $18 billion in aggregate value, with senior professionals having collectively managed more than $30 billion in capital raising transactions. The customer base spans mid-market Canadian companies through larger enterprises and government entities, with notable transactions spanning healthcare technology (MedCurrent Corp.-VitalHub Corp. for up to C$34 million), metals & mining (Alxar Minería's Sierra Norte sale to Capstone Copper; Revival Gold's C$62 million combination with Ensign Minerals; Ascot Resources' C$50 million financing with Ccori Apu), asset management (Forge First Asset Management sale to CI Global Asset Management, approximately $1 billion AUM), and government/social infrastructure (Toronto Community Housing's $250M and $200M senior debt financings). Registration as an Exempt Market Dealer with the Ontario Securities Commission, Alberta Securities Commission, and British Columbia Securities Commission enables direct capital placement activities in three Canadian provinces.

Name

Morrison Park Advisors

Legal name

Morrison Park Advisors Inc.

Website

https://morrisonpark.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Morrison Park Advisors is a partner-owned, Toronto-based independent investment bank founded in 2006 delivering M&A advisory, capital raising, fairness opinions, and strategic advisory services to Canadian mid-market companies across six industry verticals, leveraging the IMAP global network for cross-border execution.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Fairness Opinions & Independent Financial Advice (BPAHAOAF), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Investment banking advisory
• Mergers and acquisitions
• Capital raising services
• Fairness opinions valuations
• Strategic financial advisory

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, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. M&A Advisory Fees: Success-based fees on completed mergers, acquisitions, and divestitures. Typically structured as a percentage of transaction value with a modest retainer. Covers full transaction lifecycle from strategy through closing.
2. Capital Raising Advisory: Fees for equity and debt capital raising engagements. Includes private placements, pre-IPO financing, structured finance, and debt offerings. Ranges from pre-IPO placements to $50M+ private equity raises.
3. Fairness Opinions and Valuations: Fees for independent fairness opinions, formal valuations, and expert opinions for boards, special committees, regulators, and courts. Typically 2-4 week engagements with fixed-fee pricing.
4. Financial Strategic Advisory: Ongoing strategic advisory fees for corporate restructuring, financial due diligence, succession planning, and governance advisory. Engagement duration varies from weeks to months depending on scope.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Morrison Park Advisors is an independent, partner-owned investment banking firm providing M&A advisory (buy-side and sell-side mandates), capital raising advisory across public and private markets, independent fairness opinions and formal valuations, and financial strategic advisory services to Canadian mid-market companies and select international clients. Engagements are personally led by senior bankers with 20+ years of average experience and span sectors including Energy Transition and Utilities, Metals and Mining, Asset Management, Healthcare, Energy, and Industrials. The firm is registered as an Exempt Market Dealer in Ontario, Alberta, and British Columbia, and partners with IMAP and Marco Polo Securities to deliver cross-border transaction capabilities.

Product overview

Morrison Park Advisors is an independent, partner-owned investment banking firm headquartered in Toronto, founded in 2006. The firm offers four integrated core advisory services: M&A Advisory (buy-side and sell-side), Capital Raising (debt and equity across public and private markets), Fairness Opinions & Valuations (including expert testimony), and Financial Strategic Advisory (restructuring, due diligence, succession planning). These services are delivered across six industry verticals: Energy Transition & Utilities, Metals & Mining, Asset Management, Healthcare, Energy, and Industrials & Diversified. The firm supplements its advisory work with proprietary research publications including the Canadian Public M&A Deal Study, the MPA AI M&A Report, and the MPA Rollover Report. As an Exempt Market Dealer registered with Ontario Securities Commission, Alberta Securities Commission, and British Columbia Securities Commission, the firm has approximately $18 billion in aggregate transaction value across 160+ deals.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory Full-lifecycle M&A advisory covering buy-side and sell-side mandates, including target identification, valuation, transaction structuring, due diligence management, negotiation, and closing support. Serves mid-market through multi-billion dollar transactions for Canadian companies and select international clients.
• Capital Raising Independent capital raising advisory spanning public equity and debt, private equity and credit, venture capital, and structured finance. Transacts pre-IPO placements and private equity raises exceeding $50 million, with access to 110+ capital providers across North America and global private markets via IMAP. Canadian securities offered directly; U.S. securities offered through Marco Polo Securities partnership.
• Fairness Opinions, Valuations and Expert Opinions Independent fairness opinions, formal valuations, and expert testimony for boards, trustees, regulators, and courts. Covers private company transactions, public company transactions, MI 61-101 opinions, CBCA restructuring opinions, and creditor-focused opinions, with written and oral testimony when required.
• Financial Strategic Advisory Strategic and financial advisory including corporate restructuring, financial due diligence, capital structure optimization, board and governance advisory, and succession planning. Serves businesses of all sizes, boards, special committees, institutional investors, and public sector entities, with engagement durations from weeks to months depending on scope.

Quantifiable outcome

• ~$18B+ in aggregate transaction value across 160+ deals since 2006
• +2 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core, preferred and secondary.

• IMAP (International M&A Partnership)coreChannel Partner/ Reseller/ DistributorExclusive global network of leading M&A advisory firms. IMAP provides MPA clients access to local expertise in every major market worldwide with 450+ professionals across 51 countries. In 2025, IMAP members completed 250+ deals worth $16B+. MPA leverages this network for cross-border transaction execution and international deal sourcing.
• Marco Polo SecuritiescoreChannel Partner/ Reseller/ DistributorU.S.-based SEC-registered broker-dealer, member FINRA and SIPC. All U.S. regulated activities and securities are offered through Marco Polo Securities, enabling MPA to provide Canadian clients access to U.S. capital markets.
• South Andes CapitalpreferredChannel Partner/ Reseller/ DistributorLeading corporate finance advisory firm in Chile established in 1993. MPA's IMAP partner for Chile transactions, providing deep expertise in Chilean mining, energy, and industrial sectors. Jointly advised Alxar on Sierra Norte sale to Capstone Copper.
• IMAP NetherlandspreferredChannel Partner/ Reseller/ DistributorInternational partner that collaborated with MPA on MedCurrent-VitalHub transaction. Ian Bussey and Indrajeet Mohite from IMAP Netherlands joined MPA's team (Brent Walker, Emile Kandela, Carolina Da Silva, Dalton Austin) as exclusive financial advisors to MedCurrent.
• SUMMA (Peru)secondaryChannel Partner/ Reseller/ DistributorPeruvian partner firm that worked with MPA's deal team to advance discussions with Ccori Apu regarding Ascot Resources strategic partnership. Provided local market expertise for the transaction.
• DNA Capital (Montreal)preferredChannel Partner/ Reseller/ DistributorMontreal-based strategic alliance partner extending MPA's reach and capabilities. Referenced in The Fertility Partners financing as part of MPA's national and international scope.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Canaccord Genuity: Canadian-headquartered independent mid-market investment bank providing M&A advisory, capital raising, and equity research across similar sectors. Comparable as a Canada-based independent advisory competitor serving mid-market clients, though at substantially larger scale.
• PI Financial: Canadian boutique investment bank and wealth management firm providing M&A advisory and capital markets services with strong mining, energy, and diversified sector coverage. Comparable given similar Canadian mid-market focus and resource sector expertise.
• Cormark Securities: Canadian independent investment bank providing M&A advisory and equity capital markets services to mid-market companies, with notable mining and energy sector expertise. Comparable for similar boutique independent positioning and sector overlap in resources.
• Haywood Securities: Canadian boutique investment bank focused on mid-market companies, particularly in mining, energy, and technology sectors. Comparable given similar sector emphasis (mining, energy), boutique independent structure, and Canadian mid-market client base.
• Origin Merchant Partners: Canadian independent, partner-owned investment bank focused on mid-market M&A advisory across similar verticals including diversified industrials, consumer, and business services. Directly comparable as a Canadian boutique M&A advisory competitor serving similar mid-market clients with similar senior-led engagement model.
• Echelon Wealth Partners: Canadian boutique investment bank providing M&A advisory and capital markets services to mid-market companies, with strong mining and resource sector coverage. Comparable given overlapping Canadian mid-market focus and similar sector verticals (especially mining).
• INFOR Financial Group: Canadian independent M&A advisory firm specializing in mid-market transactions for private and public companies. Directly comparable given similar boutique size, Canadian mid-market focus, sector-agnostic advisory approach, and partner-owned structure.
• Eight Capital: Canadian independent investment bank providing advisory, equity capital markets, and institutional research services to mid-market companies. Comparable as a Canadian boutique independent with similar M&A advisory focus and mid-market positioning.

Broad incumbents

• Lincoln International: Global independent mid-market investment bank providing M&A advisory and capital raising services with strong sector verticals including industrials, healthcare, and energy. Comparable for independent mid-market advisory focus, though at substantially larger scale and broader geographic footprint.
• Houlihan Lokey: Global independent investment bank specializing in M&A advisory, capital markets, and valuation/fairness opinions across mid-market and large-cap transactions. Comparable given independence positioning and significant fairness opinion/valuation franchise, though operates at much larger global scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@morrisonparkadvisors654
• LinkedInlinkedin.com/company/morrisonpark
• Xx.com/morrisonparkdna

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Morrison Park Advisors