Moneta is a boutique investment banking advisory firm that specializes in advising growth stage companies through transformational changes including major transactions such as mergers and acquisitions, private placements, public offerings, obtaining debt, structure optimization, and other capital markets and divestiture / liquidity events. Additionally, and on a selective basis, we support pre-cash-flow companies fulfill project finance needs. Moneta is proud to be a female-founded and led investment banking advisory firm. Our partners bring decades of experience across a wide variety of sectors which enables us to deliver exceptional results for our clients in realizing their capital markets and strategic goals. Our partners are supported by a team of some of Canada’s most qualified associates, analysts, and admin personnel.
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999 W Hastings St
1500
Vancouver, British Columbia V6C 2W2, CA
Our team at Moneta has some thoughts about the storms coming (already here?). Ahead of November 5th, it’s worth a read on the article put together by Michael Curtis, Dana Willmer and the rest of our great banking team. Questions and comments warmly accepted.
Our latest thoughts on current capital market dynamics.
Our latest thoughts on current capital market dynamics.
We are enormously proud of our Founding Partner, Erin Campbell, ICD.D for her inspiring leadership which was highlighted by her recent appointment to the Board at Canada Powered By Women. Even in the year 2024, the finance industry and capital markets are shockingly underrepresented by women so we celebrate every successful woman who inspires women and girls to go for it until there is full gender parity in our industry and in the broader Canadian business landscape and beyond!
Moneta l Investment Banking | Corporate Director | Advisor | Edmonton and Vancouver
I’m happy to share that I’m starting a new position as Board Director at Canada Powered By Women! Founded and Chaired by Susan Riddell Rose and led by a great professional team (Tracey Bodnarchuk ), the CPW team is ensuring the energy policy discussion in Canada is nuanced around a sound mix of energy to drive our nation forward. Moneta
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Please check out the latest in our Perspectives by Moneta newsletter series, featuring our insights on the capital markets and global business finance events. As always, if you would like to talk with us about how we can help your company reach its capital markets goals, or if you have any questions, please don't hesitate to get in touch. #capital #capitalmarkets #markets #raisingcapital #economy #banking #investmentbanking #finance #economy #canada #canadianbusiness #canadianeconomy
We are pleased to share this first instalment of our Perspectives by Moneta newsletter, our take on current events and trends in the capital markets. Recent market events suggest we are at a pivotal moment with several key geopolitical and financial events intersecting. This situation presents both opportunities and risks for investors. In our view, the key forces at play currently include: Geopolitical Shifts: The war in Ukraine may be nearing a resolution, but tensions in Lebanon are escalating, potentially leading to a broader conflict in that region. Already experiencing explosive growth, India will likely continue to gain economic power as the West seeks to reorient its supply chains away from China. Economic Dynamics: The Bank of Japan is shifting from a dovish stance to raising rates, contrasting with the US Federal Reserve and other central banks. This could lead to significant liquidity movements. Market Sentiment: US tech stocks are reminiscent of the year 2000, with concerns over AI overcapacity outpacing viable business models and leading to a tipping point in tech fields. Precious Metals: In times of instability and economic stress, such as a mounting debt crisis, precious metal stocks tend to perform well, especially alongside a rapidly increasing housing inventory and unemployment on the rise. Canadian Fiscal Situation: Record government debt levels and continued high deficits coupled with lowering interest rates will likely impede future bond sales. Capital access difficulties will likely also persist in the startup and small cap space. For our more detailed commentary on what all this likely indicates going forward for the economy, commodities, and financial markets, read our full newsletter read our full newsletter by clicking below. If you'd like to discuss any of this further, we'd welcome hearing from you. Best regards, Moneta #capital #capitalmarkets #markets #metals #preciousmetals #economy #banking #investmentbanking #finance #economy #canada #canadianbusiness #canadianeconomy
We are proud to be a female-founded and led firm, headed by Erin Campbell, ICD.D. Check out Erin's recent insights on Canada's energy sector in this Canada Powered By Women video. 🇨🇦⚡️📈 #ProsperityPosition #EnergyTransformation #EnergyPolicy #CDNEnergy
Erin is an engaged woman who lives in Edmonton and works out of Vancouver. For her, energy policy needs to focus on allowing for quick investment into the energy sector. “I'm a great believer that Canada is on the precipice of an incredible opportunity for growth,” Erin Campbell, ICD.D told us in an interview about what energy policy means to her. #ProsperityPosition #EnergyTransformation #EnergyPolicy #CDNEnergy
Our very own Erin Campbell, ICD.D led a key discussion at yesterday's TechExit.io event in Vancouver. Amazing panelists covered some fascinating topics and it was all captured in some great photos! 📸 #techexit #tech #mergersandacquisitions #exitstrategy #deals #vancouver
Led by the insightful Erin Campbell, ICD.D, a stellar lineup including Matt Diederichs, Gordon MacNeill, and Geoff Pedlow, shared their expertise on how to navigate transaction pitfalls effectively. Key Takeaways: 🔑 Strategic Fit is Key: Matt from Invoca reminded us of the importance of alignment in your business strategy to avoid deal-breaking mismatches. 🔑 Founder Personalities Matter: According to Gordon of Accel-KKR, understanding the dynamics of founder personalities can be just as crucial as the financial and strategic elements. 🔑 Beware of Deal Delays: Geoff from Fasken highlighted that delays in sealing the deal can be detrimental. Efficiency is crucial! 🔑 Diligence Over Product: It's not just about having a stellar product. Gordon stressed the importance of thorough diligence to ensure a smooth transaction . 🔑 Get Your House in Order: Preparation is non-negotiable. Geoff's advice? Prepare your assets and tidy up all loose ends before entering any deal. 🔑 Align Processes with Priorities: Make sure that your transaction processes reflect what's most important to you, says Gordon. This tailored approach can make all the difference. #techexit #tech #mergersandacquisitions #exitstrategy #deals
Don't miss this opportunity to hear from some insightful M&A leaders, including our very own Erin Campbell, ICD.D, at TechExit.io Vancouver on May 8. See below for a special ticket discount code. We hope to see you there!
Moneta l Investment Banking | Corporate Director | Advisor | Edmonton and Vancouver
I'm pleased to be speaking at @TechExit.io this May 8 at the Vancouver Convention Centre! This Tech M&A conference is essential for tech entrepreneurs, providing invaluable insights on navigating acquisition opportunities. Attendees will gain practical knowledge on negotiation tactics, deal structuring, and closure strategies. As a member of my network you can save an additional 25% when you register before the Early Bird deadline on Thursday, April 11th using the code ecampbell25. I hope to see you there! https://lnkd.in/gR8Qhefk
We are pleased to be serving as Financial Advisors to H2 Portable Power Corp. in this exciting next phase of its proposed three-cornered merger with Loop Energy Inc. H2 Portable's team of industry leaders has demonstrated success at integrating fuel cells into industrial equipment that previously required diesel and can't be electrified. They are backed by an incredible team of business builders and equipment manufacturers who will help them provide market solutions to customers looking to decarbonize now. This CAD 15,000,000 offering is being led by ATB Financial who will act as lead agent and book runner. It represents a significant transaction in Canada's active hydrogen space. #hydrogen #hydrogeneconomy #decarbonization #cleanenergy #canadianenergy #canadianbusiness #H2P
As a proud female-founded and female-led firm, we join in celebrating women's equality in all areas of life on this 2024 International Women's Day. We also know there is still much work to be done to achieve a world that is truly diverse, equitable, and inclusive and where women and girls are universally valued and celebrated. #internationalwomensday #internationalwomensday2024 #iwd2024 #inspireinclusion