Crosbie

What Crosbie does

Crosbie & Company Inc. is an independent, owner-operated M&A advisory and investment banking firm headquartered at 150 King Street West in Toronto, Canada. Founded over 30 years ago, the firm provides conflict-free financial advice to private and public companies, family-owned businesses, shareholder groups, entrepreneurs, and Boards of Directors across Canada, with cross-border reach via its exclusive membership in the REACH Cross-border M&A partnership (30+ countries, 1,800+ transactions and US$60B+ in deal value managed since 2010). The firm is privately held with no disclosed institutional investors, subsidiaries, or parent entity, and operates from a single Toronto office with a lean team of approximately 11 professionals.

The firm's service offering is entirely professional advisory: mergers, acquisitions and divestitures (sale of business, acquisitions, corporate carve-outs, management buy-outs, mergers, value advocacy); capital raising (financing, recapitalization, debt advisory); independent advice (board and special-committee representation, strategic reviews, valuations and fairness opinions); underperforming-business advisory; valuations; and advising families and entrepreneurs. The firm is sales-led and originates mandates almost entirely through senior-banker relationships, board-level referrals, and the REACH network; it does not maintain a technology product, API, or software platform. Fees are engagement-based, structured as success fees (percentage of transaction value), retainers, or hourly arrangements, and are not publicly disclosed.

Crosbie's disclosed transaction track record spans 155+ mandates across at least 10 verticals (mining, power and energy, hospitality and gaming, financial services, construction and engineering, architecture, First Nations, healthcare IT, heavy equipment, industrial), with named engagements including Northland Power Income Fund (MI-611-101 fairness opinion for a $1.5B related-party transaction), Teck Resources (carve-out of the Battery Technology Group to a Berkshire Hathaway subsidiary), Desjardins Credit Union (merger with Meridian, forming a $8B-asset credit union), Henvey Inlet First Nation ($118M debt raise for a 300MW wind project), and the River Cree Resort & Casino ($255M acquisition financing). The team is senior-heavy, with CFA charterholders and pedigree hires from Ivey, Laurier, and Western Ontario, and is actively expanding with five incremental hires between 2014 and 2026, including a dedicated Director of Business Development joined in 2026.

Name

Crosbie

Legal name

Crosbie & Company Inc.

Website

https://crosbieco.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Crosbie & Company Inc. is an independent, Toronto-based M&A advisory and investment banking firm serving Canadian private and public companies, family-owned businesses, and Boards of Directors. It provides sell-side, buy-side, carve-out, capital raising, and fairness opinion mandates, with cross-border reach via the REACH partnership.

Ownership category

akta.pro rank

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, Others

Revenue model

1. Financial Advisory Fees: Fees earned from providing M&A advisory services including sale of businesses, acquisitions, mergers, management buy-outs, divestitures and carve-outs. Also generates revenue from capital raising advisory, debt advisory services, independent advice, valuations and fairness opinions, strategic reviews, and board advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Crosbie & Company Inc. is an independent, Toronto-based specialty investment banking firm providing M&A advisory services including sale of businesses, acquisitions, mergers, management buy-outs, divestitures and carve-outs. It also delivers capital raising and debt advisory, independent advice for boards and special committees, strategic reviews, valuations and fairness opinions, and advisory services for families and entrepreneurs. Engagements are handled by senior professionals on a direct, mandate-based basis, with cross-border reach provided through the REACH partnership.

Product overview

Crosbie & Company Inc. is a specialty investment banking firm providing independent advisory services. The firm does not offer a technology product or software platform — its offerings consist entirely of professional advisory services including M&A advisory, capital raising, independent advice, strategic reviews, valuations, fairness opinions, and advisory services for families and entrepreneurs.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers, Acquisitions & Divestitures End-to-end advisory on mergers, acquisitions and divestitures for private and public companies, including sale of a business, corporate divestitures and carve-outs, mergers, management buy-outs, acquisitions and buying a business, and value advocacy. For boards, owners and management teams evaluating strategic transactions.
• Capital Raising Capital raising advisory including financing and recapitalization, and debt advisory services. For companies, shareholders and management teams seeking to raise equity or debt capital or restructure their capital structure.
• Independent Advice Independent advice to Boards of Directors and Special Committees, including strategic reviews and valuations and fairness opinions (including MI-611-101 opinions). For public company boards, special committees and shareholders needing conflict-free independent financial advice.
• Underperforming Businesses Advisory Advisory services for underperforming and distressed businesses, covering corporate reorganizations, creditor negotiations and value enhancement. For companies facing operational or financial underperformance requiring restructuring guidance.
• Valuations Standalone valuation services for companies, boards and other stakeholders requiring independent assessments of business or asset value.
• Advising Families & Entrepreneurs Tailored advisory services for families, business owners and entrepreneurs, focused on exit planning, succession, liquidity events, sale of business and recapitalization.

Quantifiable outcome

• Trusted advisor to over 50 public company Boards of Directors and Special Committees
• +1 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• REACH Cross-border Mergers & AcquisitionscoreStrategic or Co-development Partner · 1 January 2010Crosbie is an exclusive member of REACH Cross-border Mergers & Acquisitions, one of the world's largest partnerships of independent M&A consulting firms. Together with partner firms covering over 30 countries across five continents, REACH provides seamless access to the best buyers, investors, sellers and opportunities around the globe. Since 2010, REACH firms managed more than 1,800 transactions with a deal value of more than US$60 billion.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/crosbiecompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Crosbie