How We Deliver · Bespoke Advisory

Bespoke Advisory & Transactions — senior judgment for critical decisions.

Partner-led corporate advisory and transactional counsel for the matters that need strategy before documents.

DeliveryPartner-led
FeesCustom / hourly
EntryConsultation
Matters We Handle

Corporate, venture, governance, securities, and cross-border.

Partner-led work across the matters that need judgment before scope — strategy, structuring, risk allocation, and negotiation, not document preparation. Each area connects to the practice that governs it.

Governance

Governance, equity & shareholder matters

Board and control questions, reorganizations, cap-table remediation, and founder disputes — resolved with judgment, not templates.

Shareholder register···
Founders — 62%
Investors — 23%
Option pool — 15%
Financing

Venture financing & securities

SAFEs, notes, and priced rounds, investor negotiation, and securities exemptions and filings handled end to end.

SAFE / convertible note
Priced round — Series A
45-106F1 exemption filing
SEDAR+ submission
M&A

M&A & strategic transactions

Acquisitions, sales, and restructurings — diligence to closing, structured and negotiated by senior counsel.

Transaction stages···
LOI / term sheet — signed
Due diligence — in review
Closing — pending
Shareholders

Complex shareholders agreements

Negotiated control, transfer, and investor rights — drafted and negotiated, never boilerplate.

Commercial

Negotiated commercial contracts

Customer, vendor, and counterparty paper where liability, IP, and indemnity are actively negotiated.

Cross-border

Canada / UAE cross-border

Multi-jurisdiction structure and coordination for foreign parties and strategic cross-border risk.

What This Is

When legal work needs judgment, not just documents.

A standard workflow fits where the facts are clear, the parties are aligned, and the work is repeatable. Bespoke work is for everything that needs judgment before scope.

The principle
Judgment before documents

Not every matter should be reduced to a fixed-scope workflow. Bespoke work applies where the legal and business issues need judgment before scope can be responsibly confirmed.

Strategy · Structuring · Negotiation
The payoff
The earlier the judgment, the more options

Issue-spotting, structuring, risk allocation, and negotiation — brought in before the matter hardens, while real options still remain.

Options preserved · Risk allocated
Priced to the matter.

No public tier and no self-checkout. Bespoke mandates are scoped and priced once the facts are known — after intake, conflict review, and written engagement terms. Custom or hourly to the matter.

Fees & Engagement
PARTNER
LED
CUSTOM /
HOURLY
CONFLICT
REVIEW
WRITTEN
TERMS
CONSULT
FIRST
Right when there is
A negotiation
Governance
Shareholder & founder
Financing
Securities
M&A
Cross-border
A dispute
The Routing Principle

What stays partner-led — and where it sits.

The dividing line is judgment. Bespoke handles the complex matter; Structured Legal Systems handle the repeatable. Structured work is still lawyer-led — the workflow organizes delivery, it does not replace judgment.

Stays partner-led

Needs judgment before it can be scoped.

  • financing negotiations and priced rounds;
  • securities exemptions and filings;
  • M&A, shareholder and founder disputes;
  • complex shareholders agreements and governance;
  • tax-sensitive equity or corporate structuring;
  • cross-border Canada/UAE and strategic decisions.

Can be structured

Clear facts, aligned parties, repeatable.

  • incorporation and initial organization;
  • founder governance and IP assignment;
  • contractor, confidentiality, and IP documentation;
  • restricted shares and vesting where approved;
  • option plan setup and grant implementation;
  • funding readiness where consultation confirms fit.
Parent practice

Corporate Transactions & Advisory

The practice behind this work — governance, financing, M&A, and strategic corporate matters.

View the Practice
Efficient route

Structured Legal Systems

Repeatable lifecycle work at defined scope — incorporation, governance, equity, financing readiness.

Explore the Lifecycle
At scale

Enterprise & Portfolio

Coordinated infrastructure for funds, accelerators, and multi-entity groups, with bespoke escalation built in.

Explore Enterprise
From Contact to Engagement

A defined process before any work begins.

The same disciplined path applies to every advisory mandate. Submitting intake or booking a consultation does not create a lawyer-client relationship or guarantee acceptance.

Step 01 · 02

Intake & conflict

Basic information about the company, matter, parties, timing, and documents — then a conflict check before anything proceeds.

Step 03

Consultation & scope

A consultation or limited document review maps the legal issues, structures the matter, and confirms how it should be scoped.

Step 04

Engagement terms

Scope, fee structure, assumptions, exclusions, timing, and any retainer — all confirmed in writing before work begins.

Step 05 · Ongoing

Work & implementation

Strategy, drafting, negotiation, filings, and closing — through to implementation, corporate record cleanup, and cross-border coordination.

Have questions?
Find answers.

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What is Bespoke Advisory & Transactions?

Senior, partner-led corporate counsel for the matters that need judgment before scope — strategy, structuring, risk allocation, and negotiation, not document preparation. It’s the model behind Corporate Transactions & Advisory, scoped and priced to the matter once the facts are known.

What kinds of matters does this cover?

Governance, equity, and shareholder matters; venture financing and securities; M&A and strategic transactions; complex shareholders agreements; negotiated commercial contracts; cross-border Canada/UAE matters; and shareholder or founder disputes — the work that needs judgment before it can be responsibly scoped.

How is this different from Structured Legal Systems or Workflow Kits?

Bespoke advisory handles complex, negotiated, securities-sensitive, and strategic matters that need legal reasoning before scope. Structured Legal Systems handle the repeatable lifecycle events at defined scope. The two connect — a structured matter escalates to advisory the moment it becomes negotiated or complex.

Is there a fixed fee?

No. There is no public tier and no self-checkout. Bespoke mandates are custom or hourly, scoped and priced once the facts are known — after intake, conflict review, and written engagement terms. For how fee models are applied, see Fees & Engagement.

Do you handle venture financing and securities filings?

Yes. SAFEs, convertible notes, and priced rounds, investor negotiation, securities exemptions, and filings — including 45-106F1 exemption filings and SEDAR+ submissions — handled end to end.

Do you handle M&A and strategic transactions?

Yes. Acquisitions, sales, and restructurings — structured and negotiated by senior counsel from diligence through to closing and implementation.

Do you handle shareholder or founder disputes?

Yes — board and control questions, reorganizations, cap-table remediation, and founder or shareholder disputes are resolved with judgment, negotiation, and structuring, not templates.

Do you work on Canada/UAE cross-border matters?

Yes, for multi-jurisdiction structure and coordination involving foreign parties and strategic cross-border risk. Foreign law, UAE law, tax, and regulatory matters are coordinated with external counsel where required.

When should I engage advisory rather than a kit?

When there is a negotiation, a governance or shareholder issue, a securities question, an M&A process, a dispute, a cross-border issue, or a strategic corporate decision — anything that needs judgment before scope. The earlier the judgment, the more options remain.

Does booking a consultation create a lawyer-client relationship?

No. Submitting intake or booking a consultation does not create a lawyer-client relationship or guarantee acceptance. Work begins only after conflict review, scope confirmation, written engagement terms, and any required retainer.

Bring senior judgment before the matter gets harder.

If your company is facing a financing, negotiation, governance issue, shareholder matter, securities question, commercial transaction, M&A process, cross-border issue, or strategic corporate decision, start with an advisory review — the earlier the judgment, the more options remain.