Experience + Creativity = Results
About
Sierra Financial’s mission is to accelerate the growth of emerging companies to create value for shareholders. We have a record of implementing innovative strategies and getting deals done.
Expertise includes:
- Capital raise advice
- Investor relations solutions
- Acquisitions, divestitures, company sale or buy-out
- Corporate development and strategic partnerships
- Strategic plans and restructurings
- Operations finance, risk management and accounting
Mandates include:
- Outsourced CFO
- Assist CEO/ Boards on a project or on-going basis with the activities described above
- Act for investors in connection with their investments (business review, board representation)
- Advise start-up investors on their business plan and financing needs
Services
Capital Raise Advice:
- Equity
- Debt: convertible, secured, high yield
- Tax credits, loan insurance, guarantees
Investor Relations:
- Improve corporate communication/ exposure with investors (current/ potential) analysts, lenders, market makers, etc.
- Roadshows, digital platforms, and media
Operational Efficiency:
- Increase revenues, margins, cash flow
- Lower costs.
Risk Management:
- Improve internal controls, reporting/budgeting
- Risk assessment, IT
- Regulatory compliance
- Sales contract process, deal desk
Finance Operations:
- Cash flow forecasting
- Financial statements & notes, MD&A
- Accounting policies, accounting software/ ERP system
Corporate secretary:
- Annual report
- Management information circular,
- SEDAR, SEDI, CEO/CFO certifications
Experience
Experience across multiple industries including, software (SaaS), fintech, media, telecom, medtech, retail and energy.
Select Strategic Mandates:
- VP, Corporate Development, company commercializing natural products for consumers/ agri-business:
- • Investor relations solutions, acquisitions and partnerships.
- CFO, digital payments company:
- • Investor relations solutions, new debt, tax credits, TSX-V listing, improved cash flow, budgeting/ reporting, compliance and controls.
- CEO (interim)/ CFO, industrial technology/ mining company:
- • Strategic partnerships, government support, improved cash flows, internal controls, and reporting/budgeting.
- CFO, industrial technology company:
- • Strategic partner, new debt, improved cash flow, reduced costs.
- CFO, a public fertilizer development company:
- • Strategic partnerships, new debt, large Feasibility Study, investor relations solutions.
- Advisor, various public/ private companies:
- • Sell/ merge company and/ or division
- • Capital raise advice: debt & equity, IPO/ RTO, public, private, venture (seed, series A/B).
- • Acquisitions, partnerships and restructurings
- • Strategic plans
Team
Derek Lindsay - Founder and Managing Partner of Sierra Financial
Background
Derek provides strategic leadership and mentoring to enhance collaboration, improve execution and increase accountability.
Operating at the Board and C-Suite levels for more than 30 years, Derek has worked in Canada, USA, UK, Latin America, China, and India.
He has worked with multiple companies in a senior finance role often as CFO. He works with both public and private companies.
Fluent in English, French, and working Spanish.
Education
- MBA Tuck Business School at Dartmouth College, USA
- BA (Economics/ French) Middlebury College, USA
Contact