P: 403.457.9897
E: pallan@redcapandtruss.com

I work with business owners navigating some of the most important decisions they will make about their companies—whether that means selling, acquiring a business or evaluating the options for what comes next.

As a founding Partner of Redcap&Truss, I bring experience from CIBC World Markets and GMP Securities, where I advised on more than $3 billion in M&A transactions. I work with owners through the transaction process, including assessing opportunities, identifying potential buyers, evaluating offers and negotiating deal terms.

I founded Redcap&Truss in 2014 because I believed business owners in the Western Canadian mid-market deserved access to experienced M&A advice tailored to their interests and objectives.

My roots are in rural Saskatchewan, where I started out farming alongside my father. I understand that a business represents more than its financial results—it reflects years of work, investment and decisions about the future.

At Redcap&Truss, we help owners understand their options and navigate important transactions with experienced, practical advice.

P: 403.457.9898
E: cbeaton@redcapandtruss.com

I advise business owners on the strategic and financial decisions that shape the future of their companies, including business sales, acquisitions, capital raising and growth.

As a founding Partner of Redcap&Truss, I bring more than 25 years of experience spanning corporate strategy, investment banking and M&A. My previous roles included Deloitte Consulting’s strategy group and CIBC World Markets, where my last assignment was leading the investment banking coverage of the oilfield services sector.

During my investment banking career, I helped raise more than $3 billion in debt and equity offerings and advised on major M&A transactions in the Canadian energy sector.

Today, I work with business owners to evaluate their options, understand how buyers and investors may view their businesses, and navigate transactions and financing decisions. My experience is particularly relevant to industrial, manufacturing and energy-related businesses, where understanding the commercial and operational context matters alongside the numbers.

Through Redcap&Truss’s Deal Brief, I also share practical perspectives on Western Canadian M&A, business value creation and preparing companies for future opportunities.

I hold an MBA with Distinction from the Richard Ivey School of Business at Western University and volunteer with the Pacific Assistance Dogs Society as a certified service puppy trainer.