Empowering the flow of private equity capital in Canada

Welcome to Waverley Corporate Financial Services.  We help dealers, issuers, and investors navigate the complex maze of the alternative investment market.
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Welcome To Waverley Corporate Financial Services Ltd.

At Waverley we strive to bridge the gaps and break down the barriers that exist in the efficient flow of private equity capital in Canada. We have innovated unique solutions for dealers, issuers, and investors.  Our unique structure and state-of-the-art technology have resulted in higher risk-adjusted returns for investors, efficient and cost effective access to capital for issuers, and a turn-key time and cost-effective platform for dealers. 

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Experience

Our team has decades of experience in the private equity markets.

4,000+ 

Over 4,000 satisfied investors have trusted Waverley to guide their investments into Canadian small businesses.

35 Issuers

Successfully raised capital through Waverley in 2023

Industry Leader

In technology, financial engineering, and compliance.

About Our Firm

Waverley was founded to bridge the gaps and break down the barriers that exist in the efficient flow of private equity capital in Canada.

The IIROC (Investment Industry Regulatory Organization of Canada) dealers that have a national presence typically do not focus on private companies, especially if they are small-cap or micro-cap. Exempt Market Dealers (EMDs), which do focus on smaller private companies, tend to be lacking scale and relationships beyond their local market. There is also little communication among EMDs and transactions are rarely syndicated. Waverley has built a national platform of Dealers with proven track records of success.
This platform allows issuers to leverage institutional and high-net-worth relationships across the country, not only in their local markets. We offer our dealers the opportunity to leverage the platform to increase the distribution potential for any new financing, which will facilitate quicker closings, exposure to more potential investors, and potentially higher valuations.

We provide our dealers with a platform consisting of best practice compliance, due diligence, communication, and technology, allowing them to spend more time adding value to our clients.

Leadership

Don McDonald, B.Sc., MBA, CFA

Don McDonald, Founder & CEO has dedicated his career to helping small and mid-size companies get to the next level.  Don pioneered “The Waverley Model”, which allows smaller issuers and investment bankers to grow their businesses in a time-effective, cost-effective, and compliant manner. Waverley also created the “Capital Acceleration Model”, a unique model, which allows issuers to accelerate their capital raises and broaden their investor bases. 

As a CEO, board member, private equity investor, investment banker, senior banker, and advisor Don has been active in the SME market for almost 40 years.  He is passionate about breaking down the barriers that exist for small Canadian companies to thrive, and founded Waverley to do just that.

Don has been involved with Canadian businesses ranging from start-up to TSX listed companies and has served on  numerous public, private, industry, and charity boards. He has witnessed first-hand the issues that companies face at various stages of their life-cycle.

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News

Waverley Top EMD in Canada Based on Number of Transactions

By Don McDonald • 30 Jul, 2024
We are very proud of our team, who have catipaulted Waverley to the top EMD in Canada based on number of transactions, and number 2 based on fees generated.

The Alternative May 2024

08 May, 2024
The recent period, where we have experienced rapid increases in interest rates, has caused many investors to pause when considering real estate as an investment asset class. Central banks try to manage rate changes carefully, as rate changes can have a direct negative impact on capital markets, affecting borrowing costs, which then reduces investments in equipment, labour etc. Ironically an increase in rates can even increase inflation by increasing the costs to purchase necessary items. Gross mismanagement of the Covid crisis, by governments all over the world, has left us with a situation where central banks have made extraordinary increases in rates, causing too many problems to mention, including volatility in the real estate market. Should investors wait on the sidelines to see where markets settle, or until we see more predictable trend lines? While it’s tempting, we are bullish on real estate and here’s why. Real estate has historically delivered high risk-adjusted returns, low volatility, security, and cash flow. This asset class typically makes up around 25% of the portfolios for major pension funds, and for ultra-high net worth (the smart money) investors. We are convinced that real estate should always be considered a long-term investment, and the current market environment should present entry-point opportunities. Real estate is a very broad term. Valuation metrics can vary by type of asset: single-family residential, multi-family residential, commercial, office, and industrial. These of course vary, by region and physical location, where local supply and demand factors have a significant effect. Currently, we favour multi-family residential assets in the right jurisdictions. Some of the primary growth locations have delivered, and are delivering, very strong growth which ensures strong demand and predictable revenues from rents and outright sales. Langford, BC, for instance, grew by 50% over a decade. Multi-family rentals have historically been very stable, and provide good security with strong cash flow. The biggest factor behind our multi-family bullishness is that we have more people than places for them to live. The following chart by National Bank Financial makes this shockingly clear:
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