Sequeira Partners

What Sequeira Partners does

Sequeira Partners is a Western Canadian boutique advisory firm specializing in two complementary service lines: deal advisory (sell-side and buy-side M&A, recapitalizations, financing) and corporate valuations. The firm works with private, public, and entrepreneurial clients across Western Canada, with offices in Edmonton (headquarters), Calgary, and Vancouver. Its deal advisory practice covers business sales, acquisitions, divestitures, and corporate carve-outs, while the valuations practice provides independent corporate valuations for transactions, financial reporting, tax planning, and shareholder disputes.

The firm's competitive positioning rests on a credentialed professional team of approximately 25, including 14 designated Chartered Business Valuators (CBVs) and additional CPA, CA, and CFA designations, with over 200 years of collective mid-market M&A experience. The team is composed of partners, directors, associates, and operational staff, many recruited from Big Four transaction advisory practices (EY, Deloitte) and corporate development roles.

Commercially, Sequeira Partners operates as a relationship-led boutique with no proprietary technology platform, generating revenue through quote-based professional services fees negotiated on an engagement-by-engagement basis. Lead generation relies primarily on professional network referrals, direct business development by senior team members, and the firm's regional reputation. The firm reports 175+ completed transactions since founding in 2010, an average transaction value of $50M, and 500+ valuation clients served, positioning it as the most active boutique transaction advisory firm in Western Canada. Geographic scope includes Western Canada as the core market, with selected cross-border engagements spanning the US, Australia, and New Zealand.

Name

Sequeira Partners

Legal name

Sequeira Partners

Website

https://sequeirapartners.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Sequeira Partners is a Western Canadian boutique advisory firm providing sell-side and buy-side M&A deal advisory and independent corporate valuations to private, public, and entrepreneurial mid-market clients across Alberta, BC, and cross-border.

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Miscellaneous Intermediation (52391)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHAOAB

Transaction Services (Financial, Tax & Commercial Due Diligence)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHAOAF

Fairness Opinions & Independent Financial Advice

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• M&A advisory services
• Corporate valuation services
• Sell-side advisory
• Buy-side advisory
• Mergers and acquisitions

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Deal Advisory Services: Advisory fees for sell-side and buy-side M&A transactions including business sales, acquisitions, divestitures, and corporate carve-outs.
2. Corporate Valuation Services: Independent and objective corporate valuation services for various purposes including transactions, financial reporting, tax planning, and shareholder disputes.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sequeira Partners is a boutique advisory firm providing sell-side and buy-side M&A deal advisory (business sales, acquisitions, divestitures, recapitalizations, and financing services) along with independent corporate valuation services for transactions, financial reporting, tax planning, and shareholder disputes. The firm focuses on mid-market transactions across Western Canada.

Product overview

Sequeira Partners is a boutique transaction advisory firm offering two complementary core service lines: Deal Advisory and Corporate Valuations. Deal Advisory encompasses sell-side and buy-side M&A advisory, recapitalizations, and financing services, while Corporate Valuations provides independent business and equity valuations for transactions, financial reporting, tax planning, and strategic initiatives. Together, these services support mid-market transactions across Western Canada with 175+ completed transactions and $50M average transaction value.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 175+ completed national and cross-border transactions
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• CIBC Capital Markets: Canadian bank M&A advisory and capital markets platform active across mid-market and large-cap transactions, including Western Canada. Competes with Sequeira when integrated financing capabilities are required for larger mid-market deals.
• Stifel Canada (formerly GMP Capital): Canadian investment bank with mid-market M&A advisory and capital markets capabilities across energy, diversified industries, and real estate. Comparable mid-market coverage and Western Canadian client base, though at larger scale and with broader product set.
• KPMG Corporate Finance Canada: Big Four transaction advisory and valuations practice serving Canadian mid-market clients. Provides comparable deal advisory and valuation services at scale, competing for mandates where integrated consulting/audit cross-sell matters.
• EY-Parthenon (Canada): Big Four transaction advisory practice with strong Canadian M&A and valuations capability, including an Edmonton office. Competes with Sequeira for larger mid-market mandates and is the source of multiple Sequeira hires, indicating direct talent and client overlap.
• Deloitte M&A Advisory (Canada): Big Four corporate finance practice covering transactions, valuations, and due diligence across Canadian mid-market and large-cap. Overlaps with Sequeira on transaction services and valuations mandates, particularly on cross-border and larger deals.

Regional players

• Crosbie & Company Inc. Toronto-based boutique M&A advisory firm focused on Canadian mid-market transactions. Comparable service offering but operates primarily in Eastern Canada, providing a regional counterpoint to Sequeira's Western Canadian focus.

Direct peers

• Acumen Capital Partners: Western Canadian boutique investment bank focused on mid-market M&A and equity capital markets for energy, industrial, and technology companies. Directly comparable to Sequeira Partners in geography, target deal size, and boutique relationship-driven model.
• Capital West Partners: Vancouver-based boutique M&A advisory firm focused on Western Canadian mid-market transactions. Closely comparable to Sequeira in service mix (deal advisory and valuations), target client profile (private mid-market), and Western Canadian regional focus.
• Cascadia Capital: Pacific Northwest and Western U.S. boutique investment bank providing M&A advisory and capital raising to mid-market companies. Comparable to Sequeira in boutique positioning, mid-market focus, and regional sector expertise.
• CWB Maxium Financial (now CWB Wealth / National Bank): Edmonton-based M&A and corporate finance advisory practice serving Western Canadian mid-market companies. Direct competitor to Sequeira Partners in the Alberta deal advisory market with overlapping target clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Sequeira Partners