First Servant has a working philosophy that no one firm has the expertise to serve the needs of a unique and demanding client. An engagement may start out as a valuation for matrimonial purposes, trend off to the need for a succession plan that requires an acquisition. The opportunity to globally expand and maybe go public may come out of the valuation engagement or something completely different and First Servant can be your point man on all aspects of business needs, from SR&ED credits, a social network marketing plan on Twitter, cross boarder reorganizations, the implantation of an HR policy; imagination is the limit. Our first service is to oversee all delegated issues so you can focus on what you do best. We assemble a team to decrease risk and increase opportunity in your life and business. You have no worries or leg work; we are your first servant.

First Servant performs valuations of the entire business enterprise; its intellectual property, intangible assets, debt, share capital including derivatives, partnership and joint venture interests along with subsidiaries. The associated network gives access to experts in every industry and business group, national and international, with a special expertise in the complex valuation process of an owner managed business.

First Servant’s main objective for it's clients is to increase corporate value. By working with each client, we optimize financial efficiency by lowering the cost of lending both short and long term. Financial restructuring and rebalancing is essential to maximizing corporate value in any market or business cycle. We represent client needs to banks, private equity and alternative lenders to create growth opportunities in the client’s business. Whether in distress, dispute, operational challenges, new ventures or that sudden deal from heaven, the financing requirements will be met by our financing team.

First Servant provides comprehensive M&A advisory services to private corporate in the small to mid-market space with revenues typically under $50 million. We create teams with our clients and associates to pinpoint the opportunities that provide the highest return for lowest risk and cost thereby accelerating corporate growth and value. Whether assisting on the initial negotiations, the Letter of Intent, due diligence, interim negotiation, raising capital or the closing documentation, we can participate to enhance the process. Our fees can be success based dependent on the file.

First Servant and associates outperform in all aspects of litigation, mediation and arbitrated matters. From fact-finding and initial case assessment to complex data management and analysis. Our associated experts consult and testify in all facets of commercial litigation; lost profits, restitution, contract damages, loss of value, reasonable royalty, to name only a few. We can act as your experts or liaise on your behalf with them to keep you focused on building your business while not consumed with the stress and distraction of litigation.