We conducted commercial diligence on a financial services megamerger
Vision
A US private equity fund was evaluating the megamerger of an alternative lender with a Canadian market-leading mortgage lender
Work
We characterized the Canadian mortgage market for the American partner, summarized macroeconomic conditions and conducted deep, multivariate analysis to predict long-term performance
MARKET SIZING to determine the market size and growth rates
MACROECONOMIC ANALYSIS to assess macroeconomic risks and opportunities
REGULATORY RESEARCH to review the policy impact of federal bodies (e.g., OSFI, CMHC, BoC)
COMPETITIVE RESEARCH to uncover competitor positioning, share and threat of new entrants
EXPERT INTERVIEWS to evaluate target position, distribution priorities and competitive threats
CONSUMER SURVEY to highlight consumer purchasing preferences
Results
The merger closed at a ~$6B CAD valuation.
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