Capital Expertise
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Shared Success, Global Focus, Intelligent Capital, Bold Horizons
Who We Are
FMI Capital Advisory Inc. is a leading Toronto-based independent investment bank focused on corporate finance and providing capital markets advisory services.
Our Team
The FMI Capital Advisory team brings financial advice, growth potential, and capital/technical markets experience to your investments.
Adam Szweras
Chairman
Adam is the founder and Chairman of Foundation Markets Inc., a Toronto Merchant Bank and Exempt Market Dealer, and a member of the Securities Law Group of the Toronto law firm of Fogler Rubinoff LLP.
Adam Szweras, Chairman
Mr. Szweras was called to the Bar of Ontario in 1996 and has successfully led Foundation Markets since its establishment in 2006. His law and banking practices focus on financings and going public transactions, where Mr. Szweras represents several mid-market public companies and assists companies in listing on the Toronto Stock Exchange, the Toronto Venture Exchange, and the Canadian Stock Exchange. He has also represented brokerage firms as legal counsel and has helped numerous clients with their mergers and acquisitions and cross border transactions. Through Foundation Markets, Mr. Szweras has helped to raise a significant amount of financing for emerging companies, including a number of cannabis companies. Mr. Szweras sits on the board of Aurora Cannabis and has sat on the board of directors of numerous other companies including Harborside Inc., Nutritional High International Inc., Water Ways Technologies, and Quinsam Capital.
Peter Bilodeau
President/CEO
Peter is a multi-faceted executive/entrepreneur with expertise in new business development, strategic planning, marketing strategy and organization, operations, finance, and client services.
Peter Bilodeau, President/CEO
Mr. Bilodeau has business experience in various sectors including, merchant and investment banking, retail, manufacturing, real estate, the cannabis industry, and oil and gas exploration and development. Mr. Bilodeau's business prowess is frequently called upon through his finance and advisory services business and as a member of the Board of Directors of several companies. Peter has an MBA with a specialty in Financial Services, from Dalhousie University, Halifax, Nova Scotia, Canada.
Alex Storcheus
Managing Director, Corporate Finance
Alex joined Foundation Markets in 2010 as an Associate in the Corporate Finance Group and has been involved in various financial and strategic advisory activities in the small-cap space including M&A and going public transactions.
Alex Storcheus, Managing Director, Corporate Finance
Mr. Storcheus has worked on projects in a variety of sectors including mining, oil and gas, media, technology, and alternative energy. Prior to joining Foundation Markets, he worked at the Department of National Defense with the Government of Canada as a Civilian Instructor. Alex has a Bachelor of Business Administration degree from the Schulich School of Business at York University with a concentration in finance and is a CFA Charterholder.
Vladyslav Somchenko
System Administrator
Vladyslav has joined Foundation Markets in 2021 as a System Administrator.
Vladyslav Somchenko, System Administrator
Mr. Somchenko's role is to make sure the data is protected, provide technical support to users, and IT support for company projects. Prior to joining Foundation Markets, he was a Technical Engineer at Ingram Micro.
What We Do
Our team provides financial advice, growth potential, and capital/technical markets experience to early-stage public or private companies.
Corporate Finance and Capital Markets Advisory Services
FMI Capital Advisory is a private investment bank located in Toronto, Canada. The FMI Capital Advisory team provides capital and domain markets expertise in combination with corporate matter advisory. In particular, we take a hands-on approach to incubate early-stage private and public companies focused on rapid growth. The FMI Capital Advisory approach is centered on developing and executing strategic financing plans, and enhancing governance structures, with a proven track record of investment banking services success.
- Capital & Domain Markets Expertise
- Hands-On Approach targeting rapid growth
- Designed for Early Stage Private and Public Companies
Investment Banking
FMI Capital Advisory provides various investment banking activities to public and private companies. Our team can assist with corporate finance advisory and debt and equity financings. FMI Capital Advisory prides itself on creating a tailored approach for going public transactions to best suit the needs of each client.
Beyond financing, the FMI Capital Advisory approach is to ensure the successful implementation of a strategic plan, assist with any challenges, and capitalize on new opportunities to create further value.
- Tailored approach for Public and Private Companies
- Corporate Finance Advisory
- Debt and Equity Financings
Financial Advisory
Our team’s ongoing financial advisory services mandates are performed with a clear purpose of creating a solid understanding of each clients business fundamentals, core strengths, vision, and growth opportunities from which company management can work towards maximizing value. Some of the services we provide include:
- Industry research and comparative research;
- Assistance in developing the capital structure of the Companies we represent;
- Assisting management in further developing and defining strategic plans for our clients and helping to prepare messaging to the market;
- Assisting with creating and maintaining a corporate presentation, and other marketing materials;
- Sourcing and introductions to potential Targets for M&A purposes;
- Assisting clients with their “go public” mandates;
- Work with management on the development of financing strategies;
Mergers, Acquisitions & Divestitures
FMI Capital Advisory emphasizes the importance of M&A in enhancing business capabilities and driving transformation. With a focus on strategic capabilities, successful M&A execution ensures seamless integration, captures synergies, and delivers value to stakeholders, enabling organizations to adapt and thrive in the post-pandemic landscape. Here are some of the services that we provide to business owners looking to buy or sell a business:
- Creating polished sales materials that showcase the opportunity in its most favorable aspect to get the highest price.
- Assist with negotiation and crafting transaction structures to advocate for our clients.
- Streamlining corporate divestitures and carve-outs for businesses lacking standalone viability and addressing underperforming entities.
- Assist with Management Buy-Outs (MBOs) by leveraging our expertise in M&A and financing to ensure management teams seize the once-in-a-lifetime opportunity by crafting winning bids and favorable financing arrangements.
- Supporting companies aiming for growth through acquisitions.
- Offering comprehensive services encompassing target identification, strategic approach, valuation, negotiation, structuring, and acquisition financing.
- Tailoring our support to clients' specific needs and preferences throughout the transaction process.