Origin Merchant Partners is pleased to announce that Nest Wealth Asset Management Inc. (“Nest Wealth”) has received a strategic minority investment of $6 million from National Bank of Canada (“National Bank”).
Origin Merchant Partners acted as financial advisor to Nest Wealth with respect to this transaction.
Nest Wealth is an automated wealth management solutions provider that offers both direct-to-investor solutions and advanced business solutions through its Nest Wealth Pro product. Nest Wealth’s consumer solutions make it easy for investors to obtain sophisticated wealth management focused on their long-term goals without high fees, large minimums or lack of transparency. Nest Wealth’s white-labeled B2B solutions allow wealth management firms to offer simple onboarding, greater transparency and fully integrated back office and compliance functionality.
National Bank of Canada is one of Canada’s leading integrated financial groups. The Bank has more than 21,000 employees.
Origin Senior Leads: Mario Di Pietro, Rob Penteliuk
Origin Merchant Partners was retained by the Board and Special Committee of Mood Media Corporation (“Mood”) to advise and provide opinions and a Formal Valuation with respect to the Company’s US$645 million Arrangement Agreement with Apollo Global Management, LLC and GSO Capital Partners LP.
Origin Merchant Partners provided a Formal Valuation and Fairness Opinions to Mood Media Corporation with respect to this transaction.
Mood Media Corporation is a leader in elevating customer experiences. With more than 500,000 active client locations around the globe, Mood combines sight, sound, scent, social mobile technology and systems to create greater emotional connections between brands and consumers. Mood’s clients include businesses of all sizes and market sectors, from the world’s most recognized retailers and hotels to quick-service restaurants, local banks and thousands of small businesses.
Origin Senior Leads: Jim Osler, Mario Di Pietro
Origin Merchant Securities Inc. is pleased to announce that Electrovaya Inc. has successfully completed a $15 million private placement of convertible unsecured subordinated debentures.
Origin Merchant Securities acted as exclusive financial advisor to Electrovaya with respect to this transaction.
Electrovaya Inc. designs, develops and manufactures proprietary Lithium Ion Super Polymer® batteries, battery systems, and battery-related products for energy storage, clean electric transportation and other specialized applications. Electrovaya is a technology focused company with extensive patents and other Intellectual Property. Headquartered in Ontario, Canada, Electrovaya has production facilities in Canada and Germany with customers around the globe.
Origin Senior Lead:Â Mark Ernst
Origin Merchant Partners is pleased to announce that Dye & Durham Corporation has acquired OnCorp Direct Inc.
Origin Merchant Partners acted as exclusive financial advisor to Dye & Durham Corporation with respect to this transaction.
Dye & Durham Corporation is Canada’s leading provider of easy-to-use legal software and technology enabled services. Founded in 1874, and employing over 200 team members in Canada and the United Kingdom, Dye & Durham is an industry leader with an existing blue chip customer base and a leading presence in the legal services market.
OnCorp Direct Inc. is a leading provider of corporate search and registration services, due diligence, PPSA and other registry related services to legal and financial professionals, corporations and financial institutions across Canada.
Origin Senior Leads: Mario Di Pietro, Andrew Muirhead
Origin Merchant Partners is pleased to announce that Information Services Corporation (“ISC”) has acquired all issued and outstanding common shares of Enterprise Registry Solutions (“ERS”).
Origin Merchant Partners acted as exclusive financial advisor to ISC with respect to this transaction.
Information Services Corporation is the exclusive provider of Land Titles Registry, Land Surveys Directory, Personal Property Registry and Corporate Registry in Saskatchewan. ISC is listed on the Toronto Stock Exchange (TSX-ISV).
Enterprise Registry Solutions is headquartered in Dublin, Ireland and specializes in the provision of consulting services and solutions to the commercial registry domain. Its solutions have also been used globally to implement systems that manage other legal registries such as intellectual property, securities, licenses and pension schemes.
Origin Senior Leads: Mario Di Pietro, Andrew Muirhead
Origin Merchant Partners is pleased to announce that PriceMetrix Inc. (“PriceMetrix”) has completed its strategic sale to McKinsey & Company (“McKinsey”).
Origin Merchant Partners acted as exclusive financial advisor to PriceMetrix with respect to this transaction.
PriceMetrix Inc. is a leading practice management software for North American wealth managers that was founded in 2000 and headquartered in Toronto, Ontario. Their solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses. PriceMetrix directly measures aggregated data representing seven million retail investors, 500 million transactions, and $3.5 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today.
McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. McKinsey & Company has consultants in more than 110 locations in over 60 countries, across industries and functions.
Origin Senior Leads:Â Jim Osler, Mario Di Pietro
Origin Merchant Partners is pleased to announce that Primus Telecommunications (“Primus”) has completed its strategic sale and investment solicitation process resulting in the pending sale of Primus to Birch Communications, Inc. (“Birch”).
Origin Merchant Partners acted as exclusive financial advisor to Primus with respect to this transaction.
Primus Telecommunications is one of Canada’s largest independent telecommunications service providers, serving over 250,000 residential and business customers on a national network. The company’s services include internet, voice over internet protocol, local phone, wireless, long distance and prepaid calling cards. Primus was founded in 1997 and has over 500 employees located in offices across Canada including Vancouver, Toronto, Ottawa, London and Edmundston.
Birch Communications, Inc. is a leading technology service provider of IP-based communications, network broadband, cloud computing, and information technology to small, mid-sized, enterprise and wholesale businesses. The company`s services footprint spans 50 U.S. states, Washington D.C., Canada and Puerto Rico. Headquartered in Atlanta, Georgia, Birch has over 1,400 employees across the U.S.A.
Origin Senior Leads:Â Jim Osler, Andrew MuirheadÂ
Origin Merchant Partners is pleased to announce that OneMove Technologies Inc. (“OneMove”) has acquired Dye & Durham Corporation (“Dye & Durham”).
Origin Merchant Partners acted as exclusive financial advisor to OneMove with respect to this transaction.
OneMove Technologies Inc. is the leading provider of web-based real estate transaction platforms and the creator of the largest and fastest growing online community of conveyancing professionals. Through econveyance™, its proprietary web-based conveyancing software solution, OneMove™ simplifies and expedites the process of buying and selling real estate. econveyance™ connects all participants in the property transfer process, offering a secure and efficient means of completing the transaction online.
Dye & Durham Corporation is a leading supplier of worldwide registry and legal support services in Canada. Founded in 1874 and employing over 150 people, Dye & Durham is one of British Columbia’s most historic employers and principal electronic filers. A proud founding member of the British Columbia Association of Professional Registry Agents (BCAPRA), Dye & Durham operates out of five offices located in New Westminster, Vancouver, Victoria, Prince George and Abbotsford.
Origin Senior Leads: Andrew Muirhead, Mario Di PietroÂ
Origin Merchant Partners (“Origin”) is pleased to announce that it has been selected to facilitate the sale of the Royal Canadian Mint’s MintChip™ digital currency product.
The Royal Canadian Mint (the “RCM”) is the Crown Corporation responsible for the minting and distribution of Canada’s circulation coins. The RCM is recognized as one of the largest and most versatile mints in the world, offering a wide range of specialized, high quality coinage products and related services on an international scale. For more information about the RCM, visit www.mint.ca.
nanoPay is an early stage Fintech company based in Toronto that provides loyalty and payments solutions for retail and ecommerce merchants. nanoPay combines customer identity, loyalty and payment information into single-use transaction tokens that make payments frictionless®. Merchants are able to leverage customer data into insight and engage customers with content and offers relevant to them. For more information about nanoPay, visit http://www.nanopay.net.
MintChip™ (“MintChip”) was created to be the first regulator-friendly digital cash platform. MintChip was designed to support compliance of regulatory standards including anti-money laundering (AML) and know your customer (KYC) rules. MintChip is a digital replacement for cash linked to a country’s fiat currency and uses secure asset stores to move funds between parties without an intermediary and can process transactions both online and offline. For more information about MintChip, visit http://gomintchip.com/
Origin Senior Lead:Â Jim Osler
Origin Merchant Securities Inc. (“OMSI”) is pleased to announce that AdvisorStream Ltd. (“AdvisorStream”) has successfully completed its equity offering of Class B Preferred Shares.
Origin Merchant Securities Inc. acted as exclusive Agent to AdvisorStream with respect to this transaction.
AdvisorStream Ltd. is the only end-to-end solution which empowers Investment Advisors and other sales people to increase their business by providing them with a unique client communications solution providing client news, communications, and lead capture services. AdvisorStream allows professionals to co-brand themselves with the most credible news content through exclusive licensing agreements with the world’s leading publishers.
Origin Merchant Securities Inc. is a wholly-owned affiliate of Origin Merchant Partners. OMSI is an exempt market dealer that will agent private placements of debt and equity securities to finance the acquisition capital, growth capital or recapitalization needs of our clients. OMSI is registered as an Exempt Market Dealer with the Ontario Securities Commission.
Origin Senior Leads: Mario Di Pietro, Rob Penteliuk
Origin Merchant Partners is pleased to announce that Information Services Corporation (“ISC”) has acquired ESC Corporate Services Ltd. (“ESC”) in a transaction valued at approximately C$28 million.
Origin Merchant Partners acted as exclusive financial advisor to ISC with respect to this transaction.
Information Services Corporation is the exclusive provider of Land Titles Registry, Land Surveys Directory, Personal Property Registry and Corporate Registry in Saskatchewan. ISC is listed on the Toronto Stock Exchange (TSX-ISV).
ESC Corporate Services Ltd. is a privately-held corporation providing full-service, bilingual, online corporate services including due diligence, filing and incorporation services across Canada and around the world. ESC was founded in 2009 with offices in Toronto and Montreal and has over 4,500 clients, including law firms, corporations and financial institutions.
Origin Senior Leads:Â Andrew Muirhead, Mario Di Pietro
Origin Merchant Partners is pleased to announce that Information Services Corporation (“ISC”) has agreed to acquire 30% of the issued and outstanding voting common shares of OneMove Technologies Inc. (“OneMove”).
Origin Merchant Partners acted as exclusive financial advisor to ISC with respect to this transaction.
Information Services Corporation is the exclusive provider and the Land Titles Registry, Land Surveys Directory, Personal Property Registry and Corporate Registry in Saskatchewan, which are key supporters of economic activity in the province.
OneMove Technologies Inc. offers a leading real estate transaction platform. Through the consolidation of data, OneMove’s proprietary web-based conveyancing software solution, econveyance, facilitates efficient and secure communication between all parties involved in the process of buying and selling real estate in British Columbia.
Origin Senior Leads:Â Andrew Muirhead, Mario Di Pietro
Origin Merchant Partners is pleased to announce that Orderit.ca (“Orderit”) has completed its sale to JUST EAT Canada (“JUST EAT”).
Origin Merchant Partners acted as exclusive financial advisor to Orderit with respect to this transaction.
Orderit.ca is a leading provider of delivery and take-out services for over 1,000 Canadian restaurants. Orderit provides a convenient and secure platform to improve the food ordering and delivery experience for restaurants and customers across Canada.
JUST EAT plc operates the world’s leading online marketplace for takeaway delivery. Headquartered in London, JUST EAT uses proprietary technology to offer a quick and efficient online ordering service for over 8 million users and over 45,700 takeaway restaurants. JUST EAT is a member of the FTSE 250 Index.
Origin Senior Lead: Mario Di Pietro
Origin Merchant Securities Inc. is pleased to announce that Berkeley Payment Solutions (“Berkeley”) has successfully completed its Senior Secured Debenture Offering.
Origin Merchant Securities Inc. acted as Agent to Berkeley with respect to this transaction.
Berkeley Payment Solutions (“Berkeley”) delivers MasterCard and Visa prepaid card programs for corporations, governments, and financial institutions. As a trusted managed services provider, Berkeley helps clients navigate the payments industry ecosystem and offers an extensive suite of services including program management, product development, accounting and reporting, IT consulting and integration, processing, card design, and card fulfillment. Berkeley also partners with leading financial institutions to accelerate revenue growth opportunities and profitability by reducing the cost, complexity, and risk of developing and launching new payments products. Berkeley serves over 500 corporate and government clients in North America spanning all industries and business functions, providing a variety of prepaid Visa and MasterCard solutions that are simple, flexible, and effective.
Origin Merchant Securities Inc. (“OMSI”) is a wholly-owned affiliate of Origin Merchant Partners. OMSI is an exempt market dealer that will agent private placements of debt and equity securities to finance the acquisition capital, growth capital or recapitalization needs of our clients. OMSI is registered as an Exempt Market Dealer with the Ontario Securities Commission.
Origin Senior Leads: Mario Di Pietro, Jim Osler
Origin Merchant Partners is pleased to announce that Syncordia Technologies and Healthcare Solutions, Inc. (“Syncordia”) has acquired Health Services Integration Inc. (“HSI”).
Origin Merchant Partners acted as financial advisor to Syncordia with respect to this transaction.
Syncordia Technologies and Healthcare Solutions, Inc. operates in North America and Europe and is focused on investing in, partnering with and growing revenue cycle management (“RCM”) companies where proprietary technology can be used as an accelerator. Syncordia addresses a great void in niche healthcare sectors where the necessary workflow/production/analytic components are largely absent or inadequate for an RCM company to maintain quality with scale. Led by a team of executives with extensive experience in RCM and technology, acquisition opportunities are carefully selected to become part of the Syncordia family and enable Syncordia’s vision of becoming a world class technology enhanced RCM company with best in class solutions. For more information: www.syncordiahealth.com.
Health Services Integration Inc., based in Santa Rosa, California, is a technology enhanced claims management company utilizing proprietary technology to improve claim workflow, production management, and actionable data transparency. Since its inception over a decade ago, HSI has demonstrated a consistent level of innovation and growth. The technology developed by HSI automates and speeds up claims processing and provides analytics for deeper insight to fine tune the RCM process. For more information: www.hsihealth.com.
Origin Senior Lead: Mario Di Pietro
Origin Merchant Partners is pleased to announce the successful sale of Addition Technology, Inc. (“Addition Technology”) to AJL Ophthalmic, S.A. (“AJL Ophthalmic”). Origin Merchant Partners acted as exclusive financial advisor to Addition with respect to the transaction.
Addition Technology is a certified ophthalmic device company, developing corneal implants for patients with moderate nearsightedness. Addition Technology offers the only FDA approved intracorneal segments for the treatment of Myopia and Keratoconus. Based in Sunnyvale, California, the company serves customers within the United States and internationally.
AJL Ophthalmic specializes in manufacturing medical products ranging from ophthalmology, airflow and craniofacial reconstruction to veterinary equipment and accessories. AJL Ophthalmic is located in Alava, Spain.
Origin Merchant Partners is pleased to announce the successful sale of Lanworth Inc. (“Lanworth”), a subsidiary of The Westervelt Company, to Thomson Reuters. Origin Merchant Partners acted as exclusive financial advisor in this transaction.
Lanworth provides independent intelligence on global food, feed, fuel and fiber supplies by combining daily satellite feeds, ground observations and biophysical models. Its reports on crop planting and production mitigate market risk and improve supply chain operations. Lanworth is located in Chicago, IL.
Thomson Reuters is a publicly traded company focused on providing intelligent information for businesses and professionals in the financial, legal, tax and accounting, healthcare, science and media markets.
Origin Senior Lead: Bill Doepke
