PI Financial Corp.

PI Financial Corp. is a full-service independent investment bank providing capital market services, including advisory, equity research, and institutional sales and trading, primarily for mid-market corporate clients across Canada. Founded in 1982 in Vancouver, Canada, PI Financial Corp. operates as an independent investment bank, focusing on capital market services.

The firm recently underwent a significant transformation when Echelon Wealth Partners Inc. , a portfolio company of Peerage Capital, merged into it on March 7, 2023. Following this merger, the company rebranded itself as Ventum Financial Corp. Jean-Paul Bachellerie, the CEO, has been instrumental in guiding the company through its recent changes.

Ventum Financial Corp. offers a comprehensive range of services as an independent investment bank, specializing in equity research, investment banking, advisory, and institutional sales and trading. The firm serves primarily mid-market corporate clients in various sectors, including mining and legal support, and extends its services across Canada, with a strong presence in major cities like Vancouver, Toronto, and Calgary. Ventum caters to over 75,000 individual and institutional clients, focusing on tailored solutions in wealth management and financial advisory.

Ventum Financial Corp. generates revenue from structured financial transactions, including advisory fees from investment banking services, commissions from sales and trading activities, and management fees from wealth management. Its business model is centered around B2B relationships with corporate clients looking for capital raise solutions or strategic advisory support. Revenue is derived from negotiated agreements, where fees are based on the capital raised or a percentage of advisory services rendered, reflecting the bespoke nature of the financial solutions offered.

The recent merger and rebranding to Ventum Financial Corp. is a strategic move aimed at enhancing service offerings and market reach. The firm plans to leverage the recent Buyout funding of USD 100. 00 mn, primarily raised from H.

I. G. Capital and RCM Capital, to support expansion initiatives and the development of new financial products. These initiatives include exploring opportunities in new markets and geographic regions, targeting expansion efforts in areas that complement their existing client base.

The merger will also facilitate the integration of new offerings and an improved service portfolio to better serve their clients.