Investment Banking Helping Businesses Navigate Growth, Transition, and Opportunity

Building wealth often extends beyond managing investments. For many successful entrepreneurs, business owners, and incorporated professionals, significant financial decisions arise throughout the life cycle of a business, from growth initiatives and capital raising to succession planning, acquisitions, and eventual business transitions.

Through Raymond James, clients of the Mary Hagerman Group have access to a global investment banking platform focused on helping businesses navigate these pivotal moments. Whether pursuing expansion, evaluating strategic opportunities, raising capital, or preparing for a liquidity event, our investment banking professionals provide sophisticated advice backed by deep industry expertise and extensive transaction experience.

Raymond James' Canadian Investment Banking team focuses on serving the financial and advisory needs of middle-market growth companies and is supported by more than 340 investment banking professionals globally. Over the past year, the Canadian platform has participated in more than 82 transactions totaling over $13.3 billion in gross proceeds, demonstrating the scale, reach, and expertise available to clients.

Areas of Expertise

• Mergers & Acquisitions Advisory
• Business Succession and Exit Planning
• Public Offerings and Private Placements
• Equity Capital Raising
• Strategic Corporate Finance Advisory
• Fairness Opinions and Business Valuations
• Restructuring and Reorganization Services
• Growth and Acquisition Financing Solutions

Connecting Business Wealth with Personal Wealth

A successful business transaction can have a profound impact on retirement planning, tax strategies, estate planning, charitable giving, and multigenerational wealth transfer.

The Mary Hagerman Group works closely with the broader Raymond James platform to help clients evaluate major business decisions within the context of their overall financial plan. By connecting corporate finance expertise with capital management, retirement planning, and legacy planning, we help ensure that business opportunities align with long-term personal and family goals.

Why Raymond James?

Raymond James Ltd. is Canada's largest independent financial services firm, with:

• 147 offices across Canada
• 520 advisors
• 2,200 associates
• $108.4 billion in Canadian client assets

Supported by the global strength of Raymond James Financial:

• $1.92 trillion in client assets worldwide
• Publicly traded on the NYSE (RJF)
• Member of the S&P 500

This combination of personalized advice and institutional capabilities allows clients to access sophisticated investment banking resources while continuing to work with a trusted advisory team that understands their complete financial picture.