Capital Markets Solutions
We partner with high calibre global investment managers to deliver differentiated, quality investment strategies not available to standard Canadian retail brokerage networks
Our strong relationships with known allocators allow us to understand appetite and risk preferences, while our deep understanding of alternative strategies ensures funds are positioned with the relevant investor base
We take a focused strategic approach to identify and select quality funds which has enabled us to consistently provide strategies that stand the test of time
CAPITAL MARKETS ADVISORY
We help our clients achieve superior results through trusted, independent, and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders
We provide differentiated strategic advice as well as unparalleled execution to both public and private companies across a broad range of industry sectors, with expertise in restructuring, mergers and acquisitions, and go-public advisory
We have advised on successful transactions in industries including technology, media, telecommunications, healthcare and financial services
We work with management teams to successfully develop relationships with and communicate their strategies to investors
Our understanding and participation in institutional and retail brokerage networks allows us to construct the most comprehensive national investor roadshows, including to 10,000+ Canadian IIROC retail brokers and 300+ North American funds
Our programs help our clients to raise their profiles in the investment community, set and manage expectations effectively and build credibility with investors
Oak Hill Financial is Canada’s leading marketing and distribution firm, focused on IIROC retail brokerage networks, servicing both asset managers and public companies. Our firm’s specialty is effectively communicating to the 10,000 Canadian IIROC retail brokers. Our experienced team of former asset management wholesalers and capital markets professionals help our clients achieve their strategic goals.
Our proprietary process effectively communicates to the 10,000 IIROC retail brokers in Canada to position your company or product with them. Our process allows Oak Hill to learn which investors are allocating to your competitors, to a comparable strategy or to your sector. Our programs help our clients to raise their profiles in the investment community, set and manage expectations effectively and build credibility with investors.
Our goal is to be a trusted partner for navigating and managing your communication and marketing strategy for IIROC retail brokerage networks. Our success begins and ends with an unrelenting commitment to delivering world-class client service.