Selected engagements
Representative consulting engagements since 2022.
Client identities withheld by agreement
United States and Canada
01Multifamily
A regional multifamily developer
- Situation
- A growing portfolio of garden and mid-rise communities, but no consistent framework for evaluating acquisitions.
- Engagement
- The firm built the market analysis and underwriting framework, advised on pipeline prioritization, and restructured asset management reporting.
- Outcome
- The framework was adopted as the client's standing diligence standard and has governed every acquisition since.
02Marina
A marina operator in coastal British Columbia
- Situation
- Slip occupancy was declining and operating costs were rising across a multi-property portfolio.
- Engagement
- The firm analyzed market positioning and rate structures, identified operating inefficiencies property by property, and built a phased improvement plan with management.
- Outcome
- Occupancy recovered and operating margins improved over the following two seasons.
03Private equity
A real estate private equity sponsor
- Situation
- An active multifamily acquisition program had outgrown the sponsor's internal diligence capacity.
- Engagement
- The firm provided independent market diligence and underwriting review on each acquisition, then continued as retained support for portfolio operations.
- Outcome
- The program closed on schedule. The operating reporting installed by the firm remains in use.
04Market entry
A Canadian manufacturer
- Situation
- A Canadian manufacturer was preparing its first entry into the United States market.
- Engagement
- The firm developed the market entry analysis, advised on organizational structure and staffing, and supported the establishment of US operations.
- Outcome
- The client launched its US operation on the recommended structure and timeline.
05AI ventures
An early-stage AI company
- Situation
- Strong engineering and early pilots, but no product roadmap, pricing, or go-to-market plan.
- Engagement
- The firm defined the product strategy and roadmap, established pricing, and advised the founding team through launch planning.
- Outcome
- The company shipped its first commercial release on the roadmap and pricing the firm set.