Succession Planning / Advisory Board Governance

Monashee can assist you in the establishment of a succession plan and an advisory board to ensure your interests and your family’s’ interests are protected.

Monashee M&A

Succession Planning

Often business owners are not prepared for the ultimate sale of their business. Their focus is on improving and growing the business and they are having fun in the process. Many owners suggest that they do not plan to consider a sale for 5 or 10 years.

What happens if you become suddenly ill or have an accident? Is there a plan in place? It is prudent to prepare for such an occurrence because we cannot predict the future. Monashee can assist in the preparation of a succession plan roadmap to ensure there is a well planned guideline.

Board Governance

Monashee has advised private business owners on the establishment and ongoing function of advisory boards. The Advisory Board mandate, structure, advisor diversity, and agenda topics are key components that must be addressed. Advisory boards can be an important component of governance to ensure continuity in the event a business owner and/or other key management are unable to management the business as a result of illness or otherwise.


Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for expertise and guidance that was provided. We felt that Kevin always had our interests at heart.

  Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia

I have worked with Kevin Budd on a number of M&A transactions over the past 20 years.  He is a strong and trusted professional resource.

  Ted Koffman - Partner McCarthy Tetrault, Vancouver, BC

Monashee acted in a timely, efficient & professional manner to ensure his client was the successful bidder for the assets of our business.

  John Thwaits - Former CEO, Precision Metalform Inc., Vancouver, BC

We have worked with Monashee on a number of transactions and view the firm as a trusted resource.

  Steven Lukas Partner - Harper Gray

The business was domiciled in Singapore with our operations based in Bangalore, India.  Monashee negotiated the deal and was able to navigate all aspects of the multi jurisdictional transaction to bring the acquisition to a close.

  Babu Jain - Founder, NavSemi Energy PTE, Singapore

Kevin was an engaged and supportive Board member for our business since inception through to its sale to Transcontinental Industries. Flexstar became one of the premium converters on the West Coast. During PSVI's involvement.

  Marc Bray, President & CEO - Flexstar Packaging Inc., Richmond, BC

Monashee was a completely capable and trusted advisor, as seen by all parties, in the MBO transaction that existed two major stakeholders. One of the major stakeholders declared, 'this is a terrific win-win transaction'.

  Paul Chisholm, CEO IFD Internal Fault Detection

Monashee successfully structured the transaction to acquire the Canadian assets of Compower Systems Inc. to enable ATL to expand its service capabilities.  The transaction was challenging however Kevin stayed the course and closed the deal with the Private Equity owners in a methodical and professional manner.

  Sam Wong, CFO Alpha Technologies Ltd.

Monashee Capital is a valued strategic partner in our business and key advisor. Executive Air Ambulance

  Dr. Neil McLean, CEO, Executive Air Ambulance

PSVI has been a long term and supportive investor during our firm's development. Thunderbird Films

  Tim Gamble, Founder, Thunderbird Films

PSVI has been a supportive financial and strategic partner to St. Tropica during its development.

  Sean and Tianna, Founders, St. Tropica Wellness

PSVI supported the acquisition of a complementary business in support of our growth. LED Dental

  Dr. David Gane, CEO, LED Dental

Monashee Capital are trusted advisors in our business and have been instrumental in the turnaround of our companies. Daryl-Evans

  Daryl Tisseur, Founder, Daryl-Evans Mechanical

Kevin, through Monashee, has been a key resource during the growth and development of our funds. Ryan Mortgage Income Fund; Manchester Investments

  Brent Wipp, Ryan Mortgage Income Fund and Manchester Investments

Kevin has been a supportive board member to Ryan Mortgage Income Fund and Manchester Investments and advisor to the Amur Financial Group. Assets under management exceeding $350 million: Amur Financial Group

  Kurt Wipp, CEO Amur Financial Group, Delta, British Columbia

We have used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.

  Fred Kaiser, Founder, The Alpha Group

Monashee advised us through our successful acquisition of Outback Power Systems, NavSemi Energy PTE and Seldon Systems, from the preparation of the LOIs through leading our due diligence process and negotiating the final agreements. Monashee provided structure and discipline during the acquisitions and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end. Alpha Technologies

  Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State

Monashee has assisted our Board to improve corporate governance and their experience and knowledge has entrenched them as a key and trusted resource.

  Chris Giffin, CEO, -30- Forensic Engineering, Toronto, Ontario