Our Approach
At Osborne Partners, we bring a blend of expertise, experience, and dedication to the table. We possess a deep understanding of the financial landscape, enabling us to offer precise and insightful advice to our clients. We take pride in being a boutique firm, allowing us to foster strong, personalized relationships with each of our clients and deliver tailored financial strategies that align with your unique goals and aspirations.
Our International Reach
Our approach is global in scope, leveraging our extensive network of buyers and investors in Canada, the United States, and abroad. With these well-established connections and a track record in navigating cross-border transactions, we are able to ensure the best possible outcome for our clients. Whether you are selling your business, or raising growth capital, we will canvas the globe in search of the right partner.
Our Diverse Industry Expertise
We take pride in our extensive transaction experience across nearly every major industry vertical, including manufacturing, energy, industrials, healthcare, technology, business services, and many others. This broad spectrum of experience equips us to provide tailored strategic guidance, understanding the distinct needs and complexities of each industry. Whether your business operates within established sectors or emerging markets, our wealth of knowledge and experience is at your disposal to propel your business forward.
Services
Sell-Side M&A Advisory
In addition to our comprehensive M&A Advisory practice, we offer specialized business brokerage services tailored for small and medium-sized businesses. We will facilitate the sale of your business, focusing on local buyers within your community. We provide essential services such as valuation, strategic marketing, and negotiation support, ensuring a streamlined and successful transaction that reflects our dedication to your business goals.
Buy-Side M&A Advisory
We also specialize in assisting search funds and independent sponsors, aiding in the entire business acquisition process. This includes leading acquisition target identification, conducting thorough valuations, leading negotiations, and advising on optimal deal structuring. Our expertise ensures that your endeavors are strategic, efficient, and result in favorable acquisitions that align with your investment goals.
Debt and Structured Financing Advisory
Growth Equity Advisory
Strategic Financial Services
Comprehensive Business Valuation: Leverage our expertise for a thorough and accurate assessment of your business's value, considering key financial metrics, industry benchmarks, and market dynamics to provide you with professional valuation insights.
Fractional Financial Executive Services: Our fractional financial executive services provide you with access to experienced financial executives on a flexible basis. This allows you to benefit from their expertise without the commitment of a full-time hire, ensuring cost-efficiency and strategic financial leadership.
Our Team
Graham Osborne is a seasoned finance professional distinguished by his expertise in mergers and acquisitions (M&A), capital raising, and strategic advisory. Holding Chartered Financial Analyst (CFA) and Certified Management Accountant (CMA) designations, Graham demonstrates a profound understanding of financial and strategic concepts.
With an extensive tenure at a global investment bank, Graham honed his skills in mergers and acquisitions and capital raising advisory services. Having the opportunity to work in both Canada and the United States, he developed expert proficiency in navigating the intricate landscape of financial transactions, and consistently added value and strategic insights to each deal. Prior to this, Graham embarked on his career journey at a global energy company, focusing on project economics and providing crucial expertise in mergers and acquisitions within the energy sector.
Graham is deeply passionate about assisting small and medium-sized business owners in executing their strategies. He finds fulfillment in guiding these entrepreneurs through critical decision-making processes, offering tailored advice that seamlessly aligns with their distinct visions and objectives.
Education
Chartered Financial Analyst (CFA)
- Graham is a proud CFA Charterholder, demonstrating his commitment to professional excellence and the highest ethical standards in the finance industry.
Certified Management Accountant (CMA)
- Holding the Certified Management Accountant designation, Graham underscores his proficiency in strategic management, financial planning, analysis, and decision support—essential skills for driving organizational success.
Bachelor of Commerce in Finance, with Distinction | University of Calgary
- Graham graduated with a Bachelor of Commerce in Finance from the University of Calgary, solidifying his academic foundation in financial theory, analysis, and investment principles.
Professional Engagement Beyond Finance
Graham values a multifaceted approach to life that extends beyond the finance sector. As an outdoor enthusiast, he embraces activities such as golf, rock climbing, fishing, scuba diving, and snowboarding, recognizing their role in promoting a balanced and healthy lifestyle, essential for sustained professional excellence.
In addition to his financial pursuits, Graham actively engages in networking, finding value in connecting with ambitious individuals across various industries. He appreciates the wealth of knowledge and differing perspectives these interactions offer, further fueling his drive for success.
Ken has a decade of experience in capital markets and mergers & acquisitions advisory across a broad range of industries including retail, technology, manufacturing, telecom, real estate, and healthcare. He has experience with both public and private company transactions with enterprise values ranging from $1 to $100M+. Ken is known for his broad knowledge base, extensive professional network, and practical approach to helping clients achieve their goals. Ken holds a Bachelor of Management in Finance and Economics from the University of British Columbia and is a Chartered Financial Analyst (CFA) Charterholder.
Prior to starting Osborne Partners, Ken worked at a large telecom company focused on mergers & acquisitions, and a boutique investment bank focused on equity capital raises across diversified industries.
Education
Chartered Financial Analyst (CFA)
- Ken holds the esteemed title of CFA Charterholder, underscoring his dedication to professional excellence and upholding the highest ethical standards in the finance industry.
Bachelor of Commerce in Finance | University of British Columbia
- Ken completed his Bachelor of Commerce in Finance at the University of British Columbia, solidifying his academic foundation in financial theory, analysis, and investment principles.
Professional Engagement Beyond Finance
Ken embraces an active lifestyle and is often found on the golf course or enjoying a day of fishing. These pursuits not only bring him joy but also contribute to a balanced and energized approach to his work.
Ken is an avid reader and a dedicated lifelong learner. He believes in the power of continuous learning, constantly delving into books to broaden his horizons and deepen his knowledge.
Why Choose Osborne Partners
Tailored Strategies
Every business is unique, and we recognize that. Our team crafts customized financial strategies that align with your business goals and market dynamics, ensuring a precise fit for your organization.
Client-Centric
We believe in building lasting relationships with our clients, founded on trust, transparency, and integrity. Your success is our success, and we are dedicated to being your trusted financial partner throughout your journey.
Proven Track Record
Our team has a proven track record of successfully navigating complex transactions and delivering exceptional outcomes for our clients. We have the expertise and experience to help you achieve your financial objectives.
Global Network
Leveraging our extensive global network and industry connections, we provide our clients with access to a wide range of opportunities and potential partners, both domestically and internationally.
Alignment
We are entrepreneurs too, not employees of larger organizations. We have more skin in the game and take full accountability for the results of our client engagements.
Team Member's Deal Experience -
Select Transactions
$40 MillionFinancial Advisor on Junior Debt Facility for the Acquisition of
Sourced Acquisition Target and Debt Financing for Acquisition of
$6 MillionAdvised on the
Acquisition of
$135 MillionFinancial Advisor to the Management Team on
the Management Buyout
of Strad Inc.
$97 MillionFinancial Advisor on Sale to
$155 MillionFinancial Advisor on Sale to
Financial Advisor on Sale to
Financial Advisor on Pre-Seed SAFE Financing
Advised on the
Acquisition of
Advised on the
Acquisition of
Financial Advisor on Secondary Sale of Shares and Equity Investment from a Canadian Family Office
Advised on Sale of East Tank Farm Assets to a Syndicate of First Nations Parties
$3 MillionAdvised on the
Acquisition of
Advised on the Acquisition of Additional Working Interest in the Fort Hills Oil Sands Mine
Financial Advisor on Equity Investment from
Advised on the
Acquisition of
Advised on the
Acquisition of
Seed and
Series A Financing
