Ventum Financial

We are thrilled to welcome Margaret Barron to our Private Client Services team as an Investment Advisor, based in our Toronto office!   With over 35 years in the industry, Margaret is both Equity and Options licensed. She spent much of her career at Canaccord Wealth Management, where she gained extensive experience working with small-cap companies, including financing, IPOs, pre-IPO investments and employee stock option plans for a retail client base.   Additionally, Margaret has worked exclusively with retail clients in traditional equity investments, focusing on cash, RRSP and TFSA accounts. Her knowledgeable and common-sense approach to investing makes her a valuable addition to our Private Client Services team.   Please join us in welcoming Margaret to the Ventum Financial family! 🎉

Ventum Capital Markets Arranges US$50 Million Debt Facility for a Canadian Personal Loan Provider   The Situation: SkyCap Financial (“SkyCap” or the “Company”) is a Canadian-based consumer finance company that provides personal loans to individuals across Canada. As SkyCap continues its strong operational execution, the Company was looking to strengthen its capital structure with an institutional credit provider to support its accelerated growth plans and growing loan book/originations.   The Solution: Ventum’s Debt Capital Markets, with its extensive experience/expertise in the specialty finance industry, leveraged its leading US and Canadian capital provider network to run a competitive process to achieve optimal terms and meet management's objectives. SkyCap entered into a US$50MM credit facility, including a US$15MM accordion, with a leading capital provider and credible partner for SkyCap to accelerate the growth of its loan book. Ventum acted as the exclusive financial advisor to SkyCap in connection with the transaction.

Ventum Capital Markets Congratulates Volatus Aerospace and Drone Delivery Canada on the Closing of its Transformative Merger of Equals.   On August 30th, 2024, Drone Delivery Canada Corp., an award-winning drone technology company focused on the design, development, and implementation of its proprietary technologies for remotely piloted aircraft operations with an emphasis on cargo delivery, and Volatus Aerospace Corp., a leader in the operation of piloted and remotely piloted aircraft systems (drones), announced the successful completion of their previously announced merger of equals.   The merger marks a new era for the companies, combining the power of Volatus’ commercialization expertise with Drone’s proven remote operations and logistics technology.   Ventum Capital Markets is pleased to have acted as exclusive financial advisor to Volatus in connection with this transformative merger.

Ventum Capital Markets has had a great start to 2024 with substantial activity across all sectors! We are pleased to play a meaningful role in many financings and M&A transactions over the course of the first half of 2024. Below please find some of our key transactions across equity, debt, and M&A that we announced or closed at Ventum Capital Markets or its predecessor firms, PI Financial and Echelon Capital Markets. We are proud of the team’s success so far and looking forward to a great 2nd half of 2024.   #InvestmentBanking #CapitalMarkets #Equity #Debt #MandA

Ventum Capital Markets arranges US$140 Million Debt Facility for a Leading U.S. Multi-State Cannabis Operator. The Situation: TerrAscend is a leading U.S. cannabis MSO with vertically integrated licensed operations in five U.S. states and retail operations in Canada, offering premium brands across a variety of product types. The Company was looking to strengthen its balance sheet by refinancing and consolidating its maturing debt facilities that had various collateral packages. The Solution: Ventum Capital Markets, with its extensive experience and expertise across the U.S. cannabis space and debt capital markets, leveraged its leading U.S. and Canadian capital provider network to run a competitive process to achieve the optimal terms and objectives of management. TerrAscend entered into a US$140MM committed non-dilutive credit facility with a leading institutional capital provider, that provides the Company with a credible partner and provides for flexibility on its balance sheet. Ventum acted as exclusive financial advisor to TerrAscend in connection with the transaction.

Ventum Financial Corp. (“Ventum” – formerly PI Financial Corp.) is pleased to announce the successful completion of its amalgamation with Echelon Wealth Partners Inc. (“Echelon”), marking a significant milestone that solidifies its position as a leading independent investment advisory, wealth management, and capital markets firm in Canada. David Cusson, former CEO of Echelon, has assumed the role of CEO of Ventum. Jean-Paul Bachellerie, former CEO of Ventum, has assumed the role of President and COO of Ventum. This strategic alignment of leadership combines the expertise and vision of both firms to enhance client service and operational efficiency. "With offices across Canada, and strong anchors in the east and west, we are well positioned to deliver comprehensive financial solutions tailored to meet the diverse needs of our clients," said David Cusson, CEO of Ventum. "This amalgamation represents a significant step forward in our commitment to excellence and towards becoming the leading independent investment dealer in Canada." "Our combined Private Client Services and Capital Markets teams provide us with the scale needed for future success, enabling continuous investment in our platform and the provision of leading-edge tools and technology for our advisory teams,” said Jean-Paul Bachellerie, President & COO of Ventum. For more information about Ventum, please visit ventumfinancial.com.

In case you missed it—on May 1, 2024, PI Financial Corp. (PI) officially rebranded to Ventum Financial Corp. (Ventum)! This name change is part of the amalgamation process between PI and Echelon Wealth Partners previously announced in March 2023. The amalgamation which, subject to regulatory approval, will occur on June 24, 2024. After months of hard work and anticipation, we're excited to embark on this next chapter of our journey. “PI has 42 years of success in the industry,” said Ventum CEO Jean-Paul Bachellerie. “To us, the name Ventum represents the progressive, entrepreneurial spirit that has been at the heart of our success. We look forward to continuing serving clients alongside our new colleagues under our new brand.” Our rebranding represents a significant step forward as we continue to evolve and grow in the financial services industry. As one of Canada’s leading independent investment advisory, wealth management, and capital markets firms, we're committed to innovation, excellence, and providing even greater value to our clients and partners. We're incredibly grateful for the support of our team, clients, and partners throughout this transition. Together, we're building something truly special at Ventum. Stay tuned for more updates and exciting developments and visit ventumfinancial.com to learn more. #VentumFinancial #Rebranding #NextChapter