Since our establishment in 2005, M Partners has maintained a commitment to open communication, diversity and innovation. M Partners' first priority is the financial satisfaction of its clients. This is achieved through a knowledge driven effort, which when combined with the extensive skills of the firm's associates, facilitates our efforts at superior research and excellent trade execution.
With our team of investment professionals, M Partners performs significant investment banking activity including lead mandates, underwriting syndicates, mergers and acquisitions, valuations and fairness options, and restructurings. M Partners is led by CEO Steve Isenberg.
M Partners is a member of the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF) and is a Participating Organization of the Toronto Stock Exchange (TSX) and the TSX Venture Stock Exchange (TSXV).
To learn more about our IIROC membership, please visit IIROC's Advisor Check database here.
If you have any concerns about your account or the services you receive, you may reach out to your or send your complaint directly to our firm’s Designated Complaints Officer, Richard Millar, for review:
Designated Complaints Officer
M Partners Inc
70 York Street 1560
Toronto, Ontario M5J 1S9
You can also contact the Compliance Department at 1.416.603.7381 EXT 235
We will acknowledge receipt in writing to you within five (5) business days of receiving the complaint. This acknowledgement will include the name and contact information of the individual handling your file, as well as the Investment Industry Organization of Canada’s (IIROC) complaint handling brochures. We will then review your complaint and the circumstances surrounding it. In conducting our review, we may contact you if we need more information. We will send you a substantive response letter to your complaint within 90 days of receipt. If more time is required to review your complaint, we will advise you of the reason for the delay and the expected completion date of our review.
We believe in open communication as a means of fostering strong relationships with our clients and within our organization, distinguishing us from our counterparts. We provide our clients with focused attention to their specific needs.
M Partners holds a diverse range of expertise. We have participated in over $4.5B of financings in a variety of sectors, including technology, metals and mining, cannabis, oil and gas, industrials and real estate.
We focus on delivering novel research to our institutional and retail clients. We have published approximately 200 research reports over the last 12 months. Additionally, we provide clients with innovative corporate finance and advisory services.