Investment Solutions: Empowering Growth Through Strategic Investments

How CBGA adds value

Total Investment Management We will undertake a comprehensive evaluation of your existing portfolio and identify opportunities for optimization and risk management. Then we will develop unique strategies that are customized to diversify your assets, manage risk, and promote sustainability for your profits. We utilize market intelligence and relational capital with a range of venture capital funds, private equity firms, and financial institutions for your portfolio's success in a flexible market.

Securing capital is often a necessary step for growing businesses. At CBGA, we assist companies in understanding the nuances of raising capital by helping them identify the right venture capitalists, private investors, and government funding opportunities. Not only do we have strong relationships with key players in Canadian and international markets, we also allow your company to gain an edge when it comes to securing the funding they need for expansion.

We create long-term investment plans that address the specific needs of your business, ensuring the best use of internal resources while maximizing the use of external capital. We develop investment strategies that align your business with its market conditions, growth forecasts and overall objectives; whether you need private equity or are looking for government grants, CBGA enables you to look at your options holistically.

Work Plan and Phases

- Conduct a thorough review of your existing portfolio and investment requirements. 

- Identify priority areas of growth, risk reduction, and capital raising.

- Create a tailored investment strategy that considers asset diversification, risk appetite, and long-term growth potential.

- Identify potential capitalization sources including venture funds, private investors, and government grants.

- Implement investment strategies, monitor relevant market conditions, and modify portfolio management approaches as necessary. 

- Arrange introductions with potential investment partners and negotiate terms for funding and collaboration.

- Continually assess portfolio performance against key performance indicators (KPIs) and ongoing market conditions. 

- Assess metrics, market changes and business objectives to make adjustments.