Representative mandates

Transactions that
required more than
a standard application.

A selection of completed financing mandates across commercial mortgages, construction, multi-residential, and business financing. Details are representative and anonymised.

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Representative mandates.

Showing 10 mandates
Commercial mortgage · Owner-occupied
Industrial acquisition — environmental concern on title
The challenge
"The client's chartered bank declined based on a historical environmental notation on title — bank policy prohibited lending against affected properties regardless of remediation status."

A manufacturing business in Mississauga sought to purchase its operating premises. The deal was creditworthy, the business profitable, and the property well-located. However, a historical environmental notation on title triggered an automatic bank decline under standard credit policy. We identified an alternative lender with appropriate risk appetite for remediated properties, restructured the file presentation, and delivered a commitment within the client's required purchase timeline.

Multi-residential
12-unit apartment acquisition, Hamilton
The challenge
"Below-market rents meant the DSCR calculation failed every major lender's threshold. The deal only worked with an interest-only period."

Investor acquiring a 12-unit apartment building with long-term tenants at significantly below-market rents. Strong upside on renovation and re-leasing, but current income couldn't service conventional debt. Structured an interest-only bridge with a credit union while the client executed the renovation and re-tenanting plan.

Multi-residential · Bridge + term
32-unit portfolio — client in special loans
The challenge
"Existing lender issued a demand letter. Client had 45 days to refinance or face power of sale proceedings on a $5.4M portfolio."

Portfolio of two apartment buildings in Hamilton, with a maturing commercial mortgage the existing lender declined to renew due to a covenant breach. Bridge financing was arranged within 12 days to halt the power of sale process. Permanent financing through an alternative lender followed at close, at improved terms.

Construction financing
Mixed-use development, Vaughan — first-time developer
The challenge
"No development track record. Every institutional construction lender required at least one completed project. We had to find a lender who would underwrite the deal on its own merits."

First-time developer with a strong equity position and a well-located mixed-use site in Vaughan. Institutional construction lenders uniformly required prior development experience. We identified a private lender with appetite for the asset, structured a phased draw facility, and arranged conventional takeout financing at project completion.

Commercial mortgage · Retail
Retail plaza refinance, Brampton
The challenge
"One anchor tenant on a month-to-month lease. Banks wouldn't lend against unstable tenancy — but the tenant had been there 11 years and was not leaving."

Owner of a 6-unit retail plaza sought refinancing to access equity. The anchor tenant — a well-established food service business — had historically renewed verbally rather than in writing. A conventional bank declined on tenancy risk. We secured a term lender who accepted a signed letter of intent to renew as sufficient evidence of lease continuity.

Bridge financing
Bridge to close — buyer financing fell through
The challenge
"11 days to closing. The buyer's bank reversed their commitment due to an internal policy change. The deal needed a bridge lender who could commit in 48 hours."

Referred by the buyer's solicitor. A commercial property purchase was at risk of failing to close after the buyer's chartered bank reversed its mortgage commitment 11 days before the scheduled closing date. Emergency bridge financing was committed within 48 hours, the deal closed on time, and permanent financing was arranged and funded within 60 days.

Business financing
Working capital facility — manufacturing expansion
The challenge
"The business had strong revenue but had drawn down its bank line of credit. The bank wouldn't increase the limit without additional real estate security the owner didn't want to pledge."

A manufacturing company in Oakville needed working capital to fund a major new contract — raw material purchases and payroll for a 4-month ramp-up period. We structured a revenue-based working capital facility through an alternative lender that serviced against contract receivables, avoiding the need for real estate security.

Private lending
Private first mortgage — time-sensitive acquisition
The challenge
"The vendor required a firm close in 21 days. No institutional lender could meet that timeline on a commercial file. Private was the only path."

A commercial property investor identified an off-market acquisition opportunity with a vendor who required a 21-day close as a firm condition. Institutional financing timelines made this impossible. We arranged a private first mortgage through our MIC network at commercially competitive terms, with a conventional refinance planned for 6 months post-close.

Commercial mortgage · Office
Medical office building — complex income, Mississauga
The challenge
"The owner-operator was incorporated through a professional medical corporation. Lender income verification requirements weren't built for this structure."

A physician group acquiring its medical office building — a classic owner-occupied commercial scenario made complex by the professional corporation income structure. We identified a credit union with a dedicated healthcare professional lending program and structured the file to align with their income verification protocol.

All mandate details are representative and have been anonymised. Deal sizes, timelines, and outcomes reflect actual completed transactions but identifying details have been altered to protect client confidentiality. Past results do not guarantee future outcomes.

A decade of
complex mandates
across Canada.

From single-asset owner-occupied purchases to multi-property portfolio refinancings, the common thread is situations that required more than a standard bank application — and a team with the experience to structure them.

$2B+
Total financing facilitated
200+
Mandates completed
40+
Lender relationships
15+
Years in market

Where we work most.

Commercial mortgages
~45% of mandate volume

Owner-occupied and investment commercial properties — industrial, retail, office, and mixed-use across Canada.

Multi-residential
~20% of mandate volume

Apartment buildings, purpose-built rentals, and portfolio refinancings. Includes CMHC and conventional structures.

Construction & bridge
~10% of mandate volume

New builds, major renovations, and short-term bridge financing for time-sensitive situations and maturity events.

Business financing
~20% of mandate volume

Working capital, term loans, and equipment financing for established Canadian businesses.

Private & alternative
~5% of mandate volume

MIC and private lender placements — typically for time-sensitive acquisitions or bridge requirements.

Referral & advisor
Growing segment

Mandates originating from accountant, lawyer, and bank referrals — a growing part of our practice.

Bring us your file.

Every mandate on this page started with a conversation. Most began with a situation someone else had already declined.