Client Testimonials

Corplan provided a professional, thoughtful and confidential approach to our search for a strategic financial partner. We are pleased with the firm located by Corplan. The business and culture fit was an excellent match. The Corplan Advisors were always concerned about protecting our best interests, values, people, and bottom line. Their financial forecasting expertise also proved to be very useful in the negotiations. We have no hesitation recommending the Corplan M&A services.
Duane Maki, President
Spectrum Resource Group Inc.
Prince George, BC
We are pleased with the team at Corplan. They were our trusted advisor for the transaction process and we appreciated their M&A expertise. Corplan searched the globe for strategic buyer prospects and were a good sounding board as we narrowed the list down and chose the right buyer partner. As project manager for this M&A work, Corplan helped us through the challenging process of negotiations, the LOI and the final agreements. We are delighted with the outcome.
Ron Fettback, Principal
Western Pacific Enterprise
Vancouver, BC
Corplan helped HMA find an international buyer who was the perfect fit for our business. And, the whole process only took 4 months!
Paul Anderson, President
Calgary, AB
In regard to the DynaWinch divestiture, Corplan did exactly what they said they would do.- Corplan was the exclusive advisor to DynaWinch Industries Ltd. regarding their sale to National Oilwell Varco -
Albert Roy, President & CEO
DynaWinch Industries Ltd.
Corplan quickly established a data base of target M&A candidates for STV. The firm has been thorough in arranging meetings, setting agendas, and flexible as our priorities evolve.
Joe A. Hastey, Senior Vice President
STV Group Inc. (a leading engineering firm in US)
The Corplan acquisition work was exceptional on a number of fronts. They conducted an exhaustive search, found a number of potential candidates and helped structure and negotiate a mutually beneficial $10 million transaction. The result has greatly benefitted our business and expansion capabilities.
Alykhan Mamdani, President & CEO
CriticalControl Solutions Corp.
Corplan was a partner in the process and we tackled the deal together. I gained a high level of trust in Brian. He brought the right balance of being a good negotiator without going too far. I am really happy with the services of Corplan Advisors. And to top it all off, Corplan saved us a million bucks!
Paul Anderson, President
HMA Land Services Ltd.
Calgary, AB
We had high expectations of Corplan and they delivered on all accounts. They first sought to understand our business and our project objectives and then they proceeded to assist us in successfully completing an employee share ownership plan. They were accountable, professional and personable. When the need arises they will be called on again.
Wes Campbell, President
We Care Health Services
Calgary South Calgary, AB
The feedback we received from the Fresh Look Assessment has allowed us to ensure our company has a strong foundation to grow and expand on. Also, through Corplan's suggestions we are ensuring the proper procedures are currently in place for a strong, viable company moving forward. The knowledge and professional experience Brian and Madonna bring to the table is outstanding. They truly have the best interest of Boundary Technical Group at the forefront of all their ideas. We were so impressed with the “Fresh Look” that we have requested their services to help implement some of the strategies outlined in their report.
Craig White, President
Boundary Technical Group
Airdrie, AB
I like the way the Corplan financial forecast model is laid out, including with the bank covenant tracking. It is simple to use and easy to understand. It’s very slick.
Paul Anderson, President
HMA Land Services Ltd.
Calgary, AB
Madonna from the Corplan Advisors was the architect behind our financial forecasting model, first designed in 2008. The model's flexibility and pro-forma capability was of great value for our financial planning decisions.The Corplan Advisors are helpful, responsive and always willing to go the extra mile to help us meet tight deadlines. We continue to use Corplan today for ongoing financial forecasting assignments
Axsel Iversen, Controller
FYi Eye Doctors
Calgary, AB
The Corplan Advisors cut to the chase, saw the core issues and quickly energized our strategic plans. Will we use them again? Absolutely!
Terry Maclean, Founder
HTS Hydraulics
Edmonton, AB
I first met Brian Hamilton of Corplan at the Banff Venture Forum and Brian immediately impressed me with his deep understanding of business issues and strategic thinking. His manner is non-threatening with a firm sense of intensity and his seasoned experience and mentorship has been of great value to me. Corplan Advisors helped us understand our financial resource needs and put a plan in place.
Steve Slupsky, Founder & CEO
Scanimetrics Inc.
Without question, Brian was a key contributor to adding value at CSI. He directed the strategic acquisition of three companies in Calgary, Scottsdale and Silicon Valley. He was also the point man for CSI going public on the TSX and the lead for raising over $40 million in equity and debt financing. Oftentimes we had a variety of financing options to which Brian added strong discernment and creativity. He led all of our financings through this time including Private Equity, our IPO, Line of Credit, Rights Offering, Long Term Debt and Subordinated Debt.
Stephen Verhoeff, Founder
CSI Wireless Inc.
Brian joined CSI in 1995 to help the company strengthen its Balance Sheet. This was intended to be a short term project, but it soon became obvious to me that Brian had skills far beyond raising capital. As the company grew we needed help developing both strategy and people. Brian was excellent in both of these areas and truly became my partner at CSI as we took the company to the next level. This partnership continued for nine years, as we guided CSI Wireless from a fledgling $ 5 million venture to a global player with over $60 million in sales by 2003 and CSI products sold in more than fifty countries. During this time the market cap of CSI rose to over $100 million. But perhaps most of all Brian had a knack for people that stood the test of time. Whether it was recruiting the absolute best person or Keeping People Forever - as Brian always would say - he was a gifted guy with a heart for people! Overall Brian is a seasoned executive for which I credit much of the success of CSI Wireless. He is a pleasure to work with and I'm sure he can add value to any company in need of his skills.
Stephen Verhoeff, Founder
CSI Wireless Inc.
Extraordinarily valuable.
Grant Cameron, President
Smith Cameron Pump Solutions
Surrey, BC
As president of MerBanco Inc. I had the great pleasure of having Brian Hamilton as a team member. With several million dollars under administration and a difficult mandate we assessed investments in a wide range of companies. Brian's assessment of the businesses and his insights on how to invest and maximize the investment were invaluable. Brian has both excellent analytical skills and a sixth sense on how to make things work.
James Malcolm, President
Merbanco Inc.
With their operating experience and financing acumen, Corplan brought new insights and a fresh perspective to our strategic plans and operations. In addition, their assessment of our leadership team was right-on. I highly recommend Corplan Advisors, and would use them again in a heartbeat.
Duane Macauley, Founder
Dynamic Source Manufacturing Inc.
I strongly recommend Corplan Advisors, and will definitely use the service of Brian & his team again in the future.
M. J. Brunner, President
Allied Projects Ltd.
Corplan Advisors deliver what they advertise. Their advice is useful and they execute to get the job done.
Alykhan Mamdani, President & CEO
CriticalControl Solutions Corp.
Before we talked with Corplan Advisors we were unsure we had addressed everything required for our growth strategy. We engaged Corplan to conduct one of their one-day Fresh Look assessments. Brian's experience and insights helped identify gaps our team rallied quickly to fill.
Steve Slupsky, Founder & CEO
Scanimetrics Inc.


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