Wang Private Equity Inc. — Enterprise-Grade Capital Advisory for the Mid-Market

Your Capital Shouldn't Cost More Than It Has To

Most mid-market companies in Western Canada — businesses generating $10M to $250M in annual revenue — accept their bank's first offer because they don't know what else is available. We change that. Our 6-person specialist team has spent the last decade building relationships with over 40 institutional capital providers so our clients never have to negotiate alone.

$1.4B+

Capital facilitated since founding in 2015 across debt, equity, and structured finance mandates

92%

Client retention rate — nearly every client returns for a second engagement

190 bps

Average cost-of-capital reduction for clients who complete a competitive banking review

6

Industries served — energy, food & agriculture, technology, construction, healthcare, and environmental services

100%

CMHC first-submission approval rate — 9 for 9, saving clients millions in interest costs

Meet the Team See How We Work

Honest Pricing You Can Plan Around — No Guesswork, No Surprises

Bay Street charges $500K minimums for mid-market advisory? That's not our world. We believe mid-market companies deserve the same calibre of capital advisory that billion-dollar corporations receive — but at a price point that makes commercial sense. Here's exactly what you'll pay, agreed in a written engagement letter before we touch your file. For a full overview of every service we offer, visit our services page.

Diagnostic

Capital Structure Review

Fixed Fee — Agreed Upfront

Full capital structure memorandum
Covenant analysis & compliance review
Market benchmarking against 40+ lenders
Written recommendations with action steps
Executive summary for your board or partners

Timeline: 4–6 weeks

Best for companies that sense "something is off" with their banking relationship — but need data, not opinions, to act on it. See a real example →

★ Most Popular

Refinancing & Debt Advisory

Modest Retainer + Success Fee (0.75%–2.0%)

Competitive lender process (3–7 proposals)
Covenant negotiation & term sheet review
Closing support & legal coordination
Full CBV-certified financial analysis
Personal guarantee reduction strategy

Timeline: 8–14 weeks

Best for companies overpaying on debt, outgrowing their lender, or facing a renewal with unfavourable terms. Our most-requested engagement — chosen by over 60% of clients.

Comprehensive

Full Transaction Advisory

Retainer + Success Fee

End-to-end acquisition financing
Growth capital structuring & layered facilities
CMHC insured mortgage advisory
Due diligence & legal coordination
Post-close capital structure monitoring

Timeline: 12–22 weeks

Best for acquisitions, major expansions, and government-backed financing. Our fastest close in this tier: 31 days for an $18M project facility. See our process →

Request Your Custom Quote — No Obligation

Why an Independent Advisor Outperforms Your Bank — By the Numbers

Your bank is a capital provider. They sell products from their own shelf. We are a capital advisor — we work exclusively on your side of the table, evaluating every option in the market so you never have to wonder whether a better deal existed. Here's how that independence translates into measurable results across every metric that matters.

Metric	Your Bank Alone	With Wang Private Equity
Capital providers evaluated	1	3–7 (from our network of 40+)
Average cost-of-capital reduction	0 bps	190 bps (documented across 60+ mandates)
Personal guarantees	Usually required as standard	Structured to minimize or eliminate entirely
Independent covenant review	No — reviewed by the lender who wrote them	Always — before you sign, by our CBV-certified team
Dedicated advisor continuity	New RM every 18–24 months on average	Same 6-person team, every engagement, every time
CMHC first-submission approval	Varies — application quality is unpredictable	100% approval rate (9 for 9 since 2015)
Financial analysis depth	Standard credit review (lender's template)	CBV-certified forensic analysis built for your interests
Fee transparency	"We'll get back to you"	Written engagement letter — every dollar documented upfront

These aren't projections. They're averages drawn from real client engagements since 2015. Explore specific outcomes in our case studies.

First-Time Clients. Honest Reactions. Real Savings.

We don't run advertisements, and we never have. Every new client finds us through a referral from someone we've already helped. Here's what three recent first-time clients had to say — unedited, with their permission. For the full financial breakdowns behind these stories, visit our case studies.

"We'd been with the same bank for 19 years and assumed our terms were fair. David and his team showed us — with hard numbers, not opinions — that we were overpaying by nearly $400,000 annually. They ran a competitive process, solicited proposals from five alternative lenders, and our incumbent bank matched the market without us having to move. We stayed where we were, kept all our existing relationships, and saved $400K a year. Without Wang Private Equity, we'd still be overpaying and wouldn't even know it."

Rick Brouwer — President, Ridgeline Oilfield Services Ltd., Red Deer, AB

"I was two weeks away from signing a term sheet that would have given a VC firm 35% of my company. Nathan sat me down, walked through the numbers line by line, and explained that my recurring revenue contracts — three-year terms with government agencies — could support a debt facility at a fraction of the cost. We structured a $12M credit facility, I kept 100% of my equity, and my monthly debt service was less than what the VC's preferred dividend would have been. I had no idea that was even an option. I wish I'd called them six months sooner."

Amit Patel — Founder & CEO, Canopy Digital Infrastructure Corp., Edmonton, AB

"Our CMHC application had been rejected once before we came to Wang Private Equity. Their team resubmitted it — same project, same site, same borrower — and it was approved on the first try. The difference was entirely in how the financial story was presented: they restructured the pro forma, reframed the market analysis, and prepared a 40-page submission package that addressed every concern CMHC had raised the first time. That approval unlocked insured financing that saved us over $4 million in interest costs over the term. I had no idea what to expect going in, and now I tell every developer I know."

Linda Olsen — CFO, Westridge Senior Living Corp., Kelowna, BC

Read All 6 Case Studies With Full Financial Breakdowns

The 5 Questions Every New Client Asks First

Before you pick up the phone, here are honest answers to the questions we hear in nearly every introductory call. If yours isn't listed, reach out directly — we'll give you a straight answer within one business day.

What size of company do you work with?

Established mid-market businesses generating $10 million to $250 million in annual revenue. Our sweet spot is companies that have outgrown small-business banking but fall below the minimums of Bay Street advisory firms — the "forgotten middle" of Canadian capital markets.

We've worked with clients as small as $8M and as large as $200M in revenue. We evaluate fit on complexity and strategic need, not just revenue. If you're facing a covenant issue, negotiating a renewal, or financing an acquisition, we can likely help. We serve six core sectors — energy, food & agriculture, technology, construction, healthcare, and environmental services — though we've taken mandates outside those verticals when the fit is right.

How are your fees structured?

Two ways, depending on the mandate type. Advisory mandates — capital structure reviews, competitive banking reviews, covenant analyses — are a fixed professional fee agreed in writing before work begins. You'll know the exact cost on day one.

Transaction mandates — acquisition financing, growth capital, CMHC applications — carry a modest retainer plus a success fee of 0.75%–2.0% of capital arranged. The success fee means we're financially aligned with your outcome: we only earn the bulk of our fee when you close on favourable terms. Every fee is documented in a written engagement letter. No surprises. No hidden charges. No hourly billing that balloons without warning. Visit our services page for a detailed breakdown of each engagement type.

How long does a typical engagement take?

It depends on the scope. Capital structure reviews typically take 4–6 weeks. Refinancing and competitive banking mandates run 8–14 weeks. Full transaction advisory — acquisitions, CMHC, growth capital — takes 12–22 weeks depending on complexity, lender timelines, and legal coordination.

Our fastest close ever was 31 days — an $18M project facility for Northern Gateway Construction Group, from signed engagement letter to funded facility. Our average across all mandates is 13.2 weeks. We'll give you a realistic, milestone-by-milestone timeline specific to your situation in our first conversation. You can review our full 5-phase process here.

How are you different from just going to our bank?

Your bank is a capital provider — they sell financial products from their own shelf. They're incentivized to offer you their products at their pricing. That's not a criticism; it's simply their business model. We are a capital advisor — we work exclusively on your side of the table, with no lending products of our own.

We evaluate your needs independently using CBV-certified financial analysis, design a structure that serves your interests and growth trajectory, then approach 3–7 potential capital providers from our network of over 40 institutional lenders, credit unions, private debt funds, and government-backed programs. In the majority of engagements, we find options and pricing that clients didn't know existed — and that their existing bank never volunteered. The competitive pressure alone typically generates a 190 basis point reduction in cost of capital.

Do we have to switch banks?

No. In fact, many of our clients stay with their incumbent lender — but on significantly better terms. The competitive process itself is what creates leverage, and that leverage has value whether or not you ultimately move your banking relationship.

Rick Brouwer at Ridgeline Oilfield Services stayed with his bank of 19 years, saved $400K annually, and never switched a single account. His bank simply didn't know what the broader market was willing to offer until we showed them. You can read his full case study here. The information itself — knowing exactly where you stand versus the market — has enormous value even if you never move.

No Contracts. No Pressure. Just a Confidential Conversation.

Every engagement starts with a free, no-obligation consultation — a 30-minute phone call where we listen to your situation, ask clarifying questions, and tell you honestly whether we can help. If we can, we'll outline exactly what an engagement would look like, what it would cost, and how long it would take. If we can't, we'll point you in the right direction — no invoice, no follow-up sales pressure, no strings.

We've been doing this since 2015. We've facilitated $1.4 billion across more than 60 mandates. Our 6-person team has worked with mid-market companies in energy, agriculture, technology, construction, healthcare, and environmental services. And it all starts with one call.

You can fill out our contact form, call us directly at (818) 557-1614, or email [email protected]. We respond to every inquiry within one business day.

Book Your Free Consultation

347 initial consultations since 2015. Average call: 28 minutes. Average follow-up: same day.