About

Who We Are

TrailWise Capital is an independent M&A advisory firm dedicated to serving clients across Western Canada with exceptional experience and expertise. Specializing in divestitures and acquisition advisory, we cater to lower middle market companies in various industries across the spectrum of the economy. 

With extensive transaction and industry experience, TrailWise provides sophisticated advisory services to meet client’s unique needs. We pride ourselves on our ability to navigate the intricacies of M&A transactions, ensuring successful outcomes for our clients.

Mission Statement

We aim to empower our clients’ success and growth by providing expert transaction and corporate finance solutions, driven by innovation, integrity, and a deep understanding of market dynamics. We strive to be a premier boutique firm, where our expertise and tailored approach enable businesses to thrive in an evolving economic environment.

Corporate Values

Integrity and Accountability

We hold ourselvesĀ  accountable in all our operations, ensuring transparency, honesty, and fairness guide our actions. This foundation of trust is crucial for building lasting relationships with our clients and partners.

Client-Centric Approach

Our clients are at the heart of everything we do. We prioritize their needs and objectives, offering customized solutions that align with their unique goals. Our commitment to their success defines our own.

Innovation and Agility

The financial landscape is constantly evolving. We embrace innovation and adaptability as core principles, allowing us to navigate market changes and uncover new opportunities for our clients.

Experience and Expertise

We have 25 years of M&A and corporate finance experience and considerable expertise within various industry sectors. Our advice underscores our commitment to being not just an advisor but a trusted expert who can steer our clients through the intricacies of the financial landscape with confidence and skill.