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Experience. Integrity. Trust .
Governance - Financial Structuring - Funding Strategy
Advisor for
Acceleration and Success
of
Growth Companies
Real World Experience and Expertise
Gerard Buckley
– Founder & CEO of Jaguar Capital an Advisory Practice for Growth Companies
in Governance, Financial Management & Financing Strategies
– Chairperson of Board of Directors, Maple Leaf Angels Corporation & Investor
in eight early stage companies
– Certified Corporate Director of the Institute of Corporate Directors
– Previously Entrepreneur in Residence with Incubes (An Internet Company
Accelerator)
– Past member of Small & Medium Enterprise Committee of The Ontario
Securities Commission
– Investment Committee of Mount Saint Vincent University, Halifax, NS
– 32 yr. Career with Scotia Capital as a Financial Risk Management Advisor to
Fortune 200 Companies: Rogers, Irving Group, Empire Co., Four Seasons,
Bruce Power, OPG, Province of Ontario, Ford etc.
Jaguar Capital
An advisory firm in Governance, Financial Management and
Funding Strategies.
Our client focus is on growth companies in Energy, Digital Media,
Technology, Healthcare and Financial Services.
Jaguar Capital is specialized in
Evaluating, Pivoting and Growing Companies
Partnering for Success
• We work with our clients to identify their strategic priorities,
critical success factors and the decisions required to achieve
them
• We augment in-house expertise to resolve specific challenges
or provide support for recurring needs
• We provide financial risk management services to CEO/Board
of Directors and in-depth offerings for transactional personnel
Advisory and Consulting Services
• Planning the recruitment, formation & management of an
Advisory Board or Board of Directors
• Structuring Audit and Compensation Committees of Boards
• Executive coaching for Founders & CEOs
• Identifying financing alternatives for growth stage companies
• Assisting companies to negotiate professional financing
• Structuring investor presentations
• Preparing company for the due diligence process
Jaguar Capital Successes
Advisor - Entrepreneur Coach - Trust
Engaged to provide entrepreneurial coaching to the CEO of a
content marketing company in Canada. She contracted Gerard to
assist her with the structuring of the company and negotiate a
shareholders agreement and share structure with the company’s
primary non-executive shareholder. In addition she worked with
Jaguar Capital in the hiring of her executive team, structuring
compensation and targeting market segments in the growth of
her business.
Advisory Boards
• Prepare a Skills Matrix
• Reach outside your comfort zone
• Create a influential team of OCI’s
• Industry Vertical Experience
• Previous Start-up Experience
• People with large contact lists
• Members with Legal, Finance, Technology & M&A experience
• Customer Advisory Board
Jaguar Capital Successes
Consulting – Governance – Experience
A growth stage technology company engaged Jaguar Capital
to structure, recruit and implement an effective Advisory
Board. By building a skills inventory of the company, creating
a skills matrix and identifying skill gaps, Jaguar Capital was
able to identify the composition of an effective advisory
board. Using the experience of Jaguar Capital’s principles
with the participation of the management team, Advisers
were recruited whose interests and skills were aligned with
the company and its future growth.
Risk Management & Governance
Solutions
• Advise on the negotiation of financing, loan and banking
agreements
• Financial Risk Management Governance Policies
• Currency hedging programs
• Evaluate & build skills matrix and recruit for advisory boards
and boards of directors
• Lead strategic planning initiatives and build performance
measurement metrics
• Business development, strategy and sales leadership
• Lead and establish governance structures
Jaguar Capital Successes
Consulting – Governance - Risk Management – Trust
Jaguar Capital was engaged by an international
telecommunications company based in Canada to assist with
the development of a Financial Risk Management Policy for
the management of their foreign exchange and interest rate
exposures. JC was instrumental in developing a framework to
analyse the company’s financial risks and then work with
senior management to develop a Risk Management and
Investment policy that would be presented to The Board of
Directors for approval.
Interim Executive’s with Experience
• We offer interim executive management to growth stage
companies, midsized corporations and organizations in the
not-for-profit sector
• We provide flexible alternatives when definitive staffing
requirements are unknown
Jaguar Capital Successes
Interim Executive - Financial Management - Integrity
A junior mining company based in Vancouver that was focused on
acquiring mineral properties in Mexico and Canada engaged Jaguar
Capital to provide the services of a CFO for two days a week. The
CFO was responsible initially the set up the Head Office functions
including financial management, corporate structuring and tax
planning that resulted in negotiations with professionals in the
appropriate jurisdictions.
Positioning a Company for Investment
• Prepare a strong executive summary
• Business Plan and Investor Pitch Deck are separate
• Financial Statements should at least be prepared under a
review engagement
• Well prepared and understood USA
• Use an Advisory Board to get familiar with operating a formal
organizational structure
• Understand the requirement for Qtly Reporting to
shareholders
• Understand the sales metrics that drive your working capital
requirements
Jaguar Capital Successes
Consulting – Financial Structuring – Integrity
Jaguar Capital was engaged by a growth stage technology
company based in Canada to introduce the company to
potential accredited investors and sources of financing. JC
worked with the CEO to effectively pitch their company and
ensure the sources of capital understood the value
proposition of the technology. The process successfully
produced a Mezzanine Debt Term Sheet for $1 Million for
one year, an offer to inject equity and a proposal from a
boutique investment banker.
Financing Alternatives
• There are 13 angel groups in Ont and 32 in Canada
• Government programs ( IAF, IRAP, OETF, OCE, IBI, SRED)
• Online - Angel List, The Funded, Gust
• Y Combinator, Tech Stars, 500 Start-ups
• Incubators & Accelerator funds – over 110 in Canada
• Crowd funding such as kickstarter.com and equity crowd
funding will follow
• Super Angels & Micro-VC’s
• Asset backed lenders
• Banks
Jaguar Capital Successes
Consulting – Financial Management - Experience
Jaguar Capital was engaged by a growth stage retail
distribution channel for a Speciality Heath Care Product. The
three year old company with sales of over $3 million required
financing that would be supported by the inventory and
receivables of the company. Jaguar Capital was successfully
able to negotiate with an alternative financing company a
line of credit that was able to meet the working capital needs
of the retail distributor.
What Investors Look For
• High anticipated growth rate
• Experienced management team
• Sustainable competitive advantage
• Barriers to entry
• Clear strategy for commercialization
• Proof of concept or enterprise level validation
• Business model anchored in Reality
• Traction (sales or user)
• Investor exit strategy
Jaguar Capital Successes
Training – Entrepreneurship – Experience
Jaguar Capital developed and delivered a series of seminars
for Angel Groups, Accelerators, Entrepreneurs and Industry
Conferences. These seminars which have indebt curriculum
include: Pitching for Investment, Due – Diligence, Valuation
of an Early Stage Company, Forming an Advisory Board,
Terms and Conditions to Expect from Investors, Accessing
Angel Capital, Preparing an Executive Summary and Pros and
Cons of Accessing Venture Capital too Early. These
presentations are industry leading which many have trended
on both LinkedIn and Slideshare.
Your Growth Adviser
• The Principals of Jaguar Capital, headed by Gerard Buckley,
have built their experience on over 30 years in financial
markets, technology and sales by consulting with market
leading corporations in North America.
• We are available to meet with your company and discuss the
growth needs specific to your company’s needs.
Jaguar Capital Team
Gerard Buckley, BBA, FICB, ICD.D
Managing Director
Jaguar Capital Inc.
(C) 416-884-9522
(W) 416-646-6789
g.buckley@jaguarcapital.ca
www.jaguarcapital.ca
@jaguarcapital
@gerardbuckley

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Governance - Financial Structuring - Funding Strategy Advisor

  • 1. Experience. Integrity. Trust . Governance - Financial Structuring - Funding Strategy Advisor for Acceleration and Success of Growth Companies
  • 2. Real World Experience and Expertise Gerard Buckley – Founder & CEO of Jaguar Capital an Advisory Practice for Growth Companies in Governance, Financial Management & Financing Strategies – Chairperson of Board of Directors, Maple Leaf Angels Corporation & Investor in eight early stage companies – Certified Corporate Director of the Institute of Corporate Directors – Previously Entrepreneur in Residence with Incubes (An Internet Company Accelerator) – Past member of Small & Medium Enterprise Committee of The Ontario Securities Commission – Investment Committee of Mount Saint Vincent University, Halifax, NS – 32 yr. Career with Scotia Capital as a Financial Risk Management Advisor to Fortune 200 Companies: Rogers, Irving Group, Empire Co., Four Seasons, Bruce Power, OPG, Province of Ontario, Ford etc.
  • 3. Jaguar Capital An advisory firm in Governance, Financial Management and Funding Strategies. Our client focus is on growth companies in Energy, Digital Media, Technology, Healthcare and Financial Services. Jaguar Capital is specialized in Evaluating, Pivoting and Growing Companies
  • 4. Partnering for Success • We work with our clients to identify their strategic priorities, critical success factors and the decisions required to achieve them • We augment in-house expertise to resolve specific challenges or provide support for recurring needs • We provide financial risk management services to CEO/Board of Directors and in-depth offerings for transactional personnel
  • 5. Advisory and Consulting Services • Planning the recruitment, formation & management of an Advisory Board or Board of Directors • Structuring Audit and Compensation Committees of Boards • Executive coaching for Founders & CEOs • Identifying financing alternatives for growth stage companies • Assisting companies to negotiate professional financing • Structuring investor presentations • Preparing company for the due diligence process
  • 6. Jaguar Capital Successes Advisor - Entrepreneur Coach - Trust Engaged to provide entrepreneurial coaching to the CEO of a content marketing company in Canada. She contracted Gerard to assist her with the structuring of the company and negotiate a shareholders agreement and share structure with the company’s primary non-executive shareholder. In addition she worked with Jaguar Capital in the hiring of her executive team, structuring compensation and targeting market segments in the growth of her business.
  • 7. Advisory Boards • Prepare a Skills Matrix • Reach outside your comfort zone • Create a influential team of OCI’s • Industry Vertical Experience • Previous Start-up Experience • People with large contact lists • Members with Legal, Finance, Technology & M&A experience • Customer Advisory Board
  • 8. Jaguar Capital Successes Consulting – Governance – Experience A growth stage technology company engaged Jaguar Capital to structure, recruit and implement an effective Advisory Board. By building a skills inventory of the company, creating a skills matrix and identifying skill gaps, Jaguar Capital was able to identify the composition of an effective advisory board. Using the experience of Jaguar Capital’s principles with the participation of the management team, Advisers were recruited whose interests and skills were aligned with the company and its future growth.
  • 9. Risk Management & Governance Solutions • Advise on the negotiation of financing, loan and banking agreements • Financial Risk Management Governance Policies • Currency hedging programs • Evaluate & build skills matrix and recruit for advisory boards and boards of directors • Lead strategic planning initiatives and build performance measurement metrics • Business development, strategy and sales leadership • Lead and establish governance structures
  • 10. Jaguar Capital Successes Consulting – Governance - Risk Management – Trust Jaguar Capital was engaged by an international telecommunications company based in Canada to assist with the development of a Financial Risk Management Policy for the management of their foreign exchange and interest rate exposures. JC was instrumental in developing a framework to analyse the company’s financial risks and then work with senior management to develop a Risk Management and Investment policy that would be presented to The Board of Directors for approval.
  • 11. Interim Executive’s with Experience • We offer interim executive management to growth stage companies, midsized corporations and organizations in the not-for-profit sector • We provide flexible alternatives when definitive staffing requirements are unknown
  • 12. Jaguar Capital Successes Interim Executive - Financial Management - Integrity A junior mining company based in Vancouver that was focused on acquiring mineral properties in Mexico and Canada engaged Jaguar Capital to provide the services of a CFO for two days a week. The CFO was responsible initially the set up the Head Office functions including financial management, corporate structuring and tax planning that resulted in negotiations with professionals in the appropriate jurisdictions.
  • 13. Positioning a Company for Investment • Prepare a strong executive summary • Business Plan and Investor Pitch Deck are separate • Financial Statements should at least be prepared under a review engagement • Well prepared and understood USA • Use an Advisory Board to get familiar with operating a formal organizational structure • Understand the requirement for Qtly Reporting to shareholders • Understand the sales metrics that drive your working capital requirements
  • 14. Jaguar Capital Successes Consulting – Financial Structuring – Integrity Jaguar Capital was engaged by a growth stage technology company based in Canada to introduce the company to potential accredited investors and sources of financing. JC worked with the CEO to effectively pitch their company and ensure the sources of capital understood the value proposition of the technology. The process successfully produced a Mezzanine Debt Term Sheet for $1 Million for one year, an offer to inject equity and a proposal from a boutique investment banker.
  • 15. Financing Alternatives • There are 13 angel groups in Ont and 32 in Canada • Government programs ( IAF, IRAP, OETF, OCE, IBI, SRED) • Online - Angel List, The Funded, Gust • Y Combinator, Tech Stars, 500 Start-ups • Incubators & Accelerator funds – over 110 in Canada • Crowd funding such as kickstarter.com and equity crowd funding will follow • Super Angels & Micro-VC’s • Asset backed lenders • Banks
  • 16. Jaguar Capital Successes Consulting – Financial Management - Experience Jaguar Capital was engaged by a growth stage retail distribution channel for a Speciality Heath Care Product. The three year old company with sales of over $3 million required financing that would be supported by the inventory and receivables of the company. Jaguar Capital was successfully able to negotiate with an alternative financing company a line of credit that was able to meet the working capital needs of the retail distributor.
  • 17. What Investors Look For • High anticipated growth rate • Experienced management team • Sustainable competitive advantage • Barriers to entry • Clear strategy for commercialization • Proof of concept or enterprise level validation • Business model anchored in Reality • Traction (sales or user) • Investor exit strategy
  • 18. Jaguar Capital Successes Training – Entrepreneurship – Experience Jaguar Capital developed and delivered a series of seminars for Angel Groups, Accelerators, Entrepreneurs and Industry Conferences. These seminars which have indebt curriculum include: Pitching for Investment, Due – Diligence, Valuation of an Early Stage Company, Forming an Advisory Board, Terms and Conditions to Expect from Investors, Accessing Angel Capital, Preparing an Executive Summary and Pros and Cons of Accessing Venture Capital too Early. These presentations are industry leading which many have trended on both LinkedIn and Slideshare.
  • 19. Your Growth Adviser • The Principals of Jaguar Capital, headed by Gerard Buckley, have built their experience on over 30 years in financial markets, technology and sales by consulting with market leading corporations in North America. • We are available to meet with your company and discuss the growth needs specific to your company’s needs.
  • 20. Jaguar Capital Team Gerard Buckley, BBA, FICB, ICD.D Managing Director Jaguar Capital Inc. (C) 416-884-9522 (W) 416-646-6789 g.buckley@jaguarcapital.ca www.jaguarcapital.ca @jaguarcapital @gerardbuckley