Capital Advisory
Match capital to strategy, not the other way around.
Sapere Advisory helps founders and operators secure the right capital for growth, refinancing, and shareholder transitions. We structure deals that align with lender criteria and preserve owner optionality.
Capital decisions shape the next decade of a business. We work alongside owners to size the raise correctly, choose the right instrument, and negotiate terms that support the strategy rather than constrain it. From senior debt to mezzanine to equity, we bring lender and investor perspective to the table before you sit down.
Scope of engagement.
Growth Capital
Debt, equity, and hybrid structures to fund expansion without over-diluting ownership.
Refinancing
Restructure existing debt to lower cost, extend duration, or free up collateral for new initiatives.
Shareholder Liquidity
Structured partial exits and secondary transactions for founders and legacy shareholders.
Capital Optimization
Right-sizing the capital stack to match business cash flow and strategic horizon.
Term Negotiation
Direct engagement with banks, private lenders, and investors on covenants, pricing, and structure.
Readiness Assessment
Financial statements, projections, and diligence materials prepared to institutional standard.
Capital Strategy Without the Broker Bias
Sapere Advisory is not a lender or a fund. We work for the owner, which means the recommendation is always based on what fits the business, not what pays a placement fee.
Independent Advice
No placement fees from lenders or investors. Our incentives sit with yours.
Direct Lender Access
Working relationships with banks, private credit funds, and family offices across Canada.
Owner Perspective
We measure success by what the deal does for the business two, five, and ten years out.
Six years of active deal experience across acquisition financing, growth capital, and refinancing across Canadian mid-market businesses. Every engagement is led by a principal, not delegated to junior staff.
CIO, Capital & M&A Advisory
Zohaib leads Sapere's Capital & M&A Advisory practice, guiding business owners, investors, and acquisition groups through mergers, acquisitions, and growth transactions. Six years of deal experience spanning acquisition financing, capital structuring, and buy-side execution across Canadian markets.
Considering a transaction? Let's scope it.
Book a consultationRelated advisory services
Mergers & Acquisitions
Buy-side M&A advisory for business owners and acquisition groups, from target identification through funding and close.
Acquisition Financing
Acquisition debt and structured financing for operating businesses, franchises, and commercial assets, coordinated directly with banks and private lenders.
Strategic Advisory
Strategic advisory for founders and operators on expansion, exits, and capital strategy, with the analytical rigor to back the recommendation.