Equis Capital Finance

What Equis Capital Finance does

Equis Capital Finance is an independent capital intermediary and advisory firm headquartered in Markham, Ontario, Canada, founded circa 2003 and operating across Canada and the United States. The firm does not deploy its own capital; instead, it structures, positions, and places commercial financing transactions on behalf of sponsors, owners, developers, and mid-market operating businesses through a network of institutional and private capital sources including banks, pension funds, insurance companies, credit unions, trust companies, and private lenders. Transaction sizes range from $1M to $500M, spanning commercial real estate, construction, corporate, and structured capital situations.

The firm's offering is anchored by two registered, trademarked frameworks. Project Navigator™ is a paid, confidential executive-level capital and feasibility diagnostic that assesses whether a project, business, or asset is financeable before lender or investor engagement. TECS™ (Transaction Execution & Capital Structuring Services Agreement) is a formal services agreement governing the scope, sequencing, and commercial terms under which Equis acts as independent capital advisor and intermediary. These are supplemented by a portfolio of specialized service lines including Real Estate Financing, Asset Based Loans, Equity Capital Financing, Receivables Financing, Working Capital Financing, Equipment Leasing, DIP Advisory, Structured Finance, Venture Capital Advisory, Cannabis Financing, Media & Entertainment Financing, and International Finance.

Equis generates revenue through professional services fees comprising non-refundable retainers, success-based fees tied to capital arranged or transactions completed, and advisory fees for structuring, execution, and transaction management under the TECS framework, plus professional fees for Project Navigator engagements. Go-to-market is conducted via direct advisory engagement, a selective Intermediary Gateway broker/advisor referral channel, and thought-leadership content marketing. The firm operates with a small team (1–10 employees) under President Angelo Butsianis, and disclosed completed transactions include $24M construction financing in Calgary, $20M refinance and asset acquisition, a $12.3M hotel in Ontario, $10M land acquisition in Florida, a $6.5M asset-based loan for a printing company, and a $1.4M first mortgage refinance in Scarborough.

Name

Equis Capital Finance

Legal name

Equis Capital Finance

Website

https://equisfinance.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent capital intermediary based in Markham, Ontario, that structures and places commercial financing transactions from $1M to $500M across Canada and the United States via its Project Navigator™ and TECS™ advisory frameworks.

Ownership category

akta.pro rank

Product category

Capital Advisory Services

NAICS

Mortgage and Nonmortgage Loan Brokers (52231), Credit Intermediation and Related Activities (522)

SIC

Investment Advice (6282)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Capital advisory services
• Commercial loan placement
• Transaction structuring advisory
• Capital readiness assessment
• Intermediary financing services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Capital Advisory and Intermediary Fees: Equis Capital Finance generates revenue through fees for capital advisory and transaction execution services. Under the TECS Agreement, compensation may include non-refundable retainers, success-based fees tied to capital arranged or transactions completed, and advisory fees for structuring, execution, and transaction management. The company does not deploy its own capital and is not a direct lender.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Equis Capital Finance operates as an independent capital intermediary and advisor, not a direct lender. The firm structures, positions, and executes complex commercial financing transactions in the $1M–$500M range across Canada and the United States, drawing on an institutional and private lender network. Its two flagship frameworks are Project Navigator™ (a confidential capital-readiness diagnostic) and TECS™ (a formal Transaction Execution & Capital Structuring Services Agreement).

Product overview

Equis Capital Finance is a capital advisory and intermediary firm, not a direct lender. The company operates two core products: Project Navigator™ (a capital-readiness diagnostic that assesses whether transactions are financeable before engaging capital markets) and TECS™ (Transaction Execution & Capital Structuring Services Agreement for capital-ready transactions). These core offerings are supported by a portfolio of specialized financing services including Real Estate Financing, Asset Based Loans, Equity Capital Financing, DIP Advisory, International Finance, Structured Finance, Venture Capital Advisory, and Cannabis Financing, all targeting commercial borrowers seeking $1M to $500M across Canada and the US.

Differentiator

Problem solved

Functional benefit

Brands

• Project Navigator™: A confidential, executive-level capital and feasibility diagnostic designed to determine whether a project, business, or asset is truly financeable before approaching lenders, investors, or institutional capital partners.
• TECS™ (Transaction Execution & Capital Structuring Services Agreement)

Products and services

• Project Navigator™

Quantifiable outcome

• Funding from $1M to $500M structured to fit unique needs
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CMLS Financial: One of Canada's largest independent commercial mortgage brokerage and advisory firms, arranging debt and structured financing for commercial real estate, construction, and mid-market borrowers — directly comparable to Equis's intermediary model and transaction range.
• Northbridge Capital: Canadian commercial real estate debt advisor arranging construction, bridge, and permanent financing for developers and owners — a close peer in the CRE-focused capital advisory niche.
• Firm Capital Corporation: Canadian commercial mortgage and real estate capital provider/broker that arranges financing for commercial real estate developers and investors, overlapping with Equis's core CRE intermediary mandate and target sponsors.

Emerging players

• Romspen Investment Corporation: Canadian private mortgage and equity lender focused on commercial real estate, construction, and land; while primarily a capital provider, it overlaps with Equis's lender network and mid-market CRE deal flow.

Broad incumbents

• Avison Young Capital Markets: Global commercial real estate services firm with a dedicated capital markets practice that arranges debt and equity for CRE owners and developers — a scaled competitor in capital advisory.
• JLL Capital Markets: Global real estate investment advisory with a major capital markets platform arranging debt, equity, and structured financing for CRE — comparable service offering to Equis at much greater scale.
• Cushman & Wakefield Capital Markets: Global real estate services firm with a large debt and structured finance advisory practice that brokers commercial real estate capital — comparable in function but far larger in scale.
• Trez Capital: Large Canadian alternative lender and mortgage investment corporation active in commercial and multi-family real estate finance — a scaled incumbent operating in the same deal ecosystem as Equis.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/EquisFinance
• YouTubeyoutube.com/@EquisCapitalFinance-yv6wq
• Facebookfacebook.com/equisfinance
• Instagraminstagram.com/equiscf

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Equis Capital Finance