Meadowbank
Strategic
Partners
Inc.
About Meadowbank
With a core focus on providing scalable investor relations solutions, the firm's expertise spans eight total practice areas
Meadowbank Strategic Partners Inc. ("Meadowbank") is the corporate consultancy of Nick Kuzyk, MBA. Originally founded in 2006 and re-launched with a IR focus in 2020, Meadowbank exists to help clients create value through IR and tackle other important work not getting done in certain key areas, due to a lack of time, energy and/or human capital.
About Nick Kuzyk
Upon earning an HBA from the Richard Ivey School of Business at the UWO in 2002, Nick moved to Calgary to become a Business Analyst with Basek Holdings Inc., a private investment company. With Basek, he worked with start-up entities to analyze and refine business plans, help raise capital, and also screen investment opportunities.
In 2004, Nick worked at Overlord Financial Inc. (which became Aston Hill Financial), a firm founded by income trust inventor Marcel Tremblay. There, he assisted the firm and its subsidiaries with financial modeling, equity analysis and investor relations. From 2006-2007, Nick founded his own consultancy, Meadowbank Strategic Partners Inc., which served the clients named herein, among others.
In 2008, Nick earned his MBA (Ivey) and graduated on the Dean’s List. During the program, he co-organized a class trip to spend a day with Warren Buffett in Omaha, NB. Afterwards, Nick accepted the role of Sr. Business Development Associate with Kinder Morgan Canada Terminals. At KMCT, he expanded his expertise in financial modeling with a focus on midstream asset acquisitions, due diligence and business development.
In 2012, Nick accepted the role of Senior Financial Lead in the Competitive Process group of the Alberta Electric System Operator, where he helped structure its first public-private-partnership for critical transmission infrastructure. Then after joining Keyera (TSX:KEY) in 2013 and working in Corporate Development on acquisitions and divestitures until late 2014, he worked as the company's Manager of Investor Relations until 2018.
From 2018 to 2020, Nick was the Chief Strategy Officer & SVP Capital Markets at High Tide Inc. (CSE:HITI), a leading cannabis retailer that he helped take public and grow through a series of financings and acquisitions. In mid-2020, Nick re-opened his consultancy (Meadowbank) to provide corporate clients with scalable investor relations services and offer assistance in other practice areas including but not limited to business development, capital markets, corporate finance, mergers and acquisitions and strategy.
In his personal time, Nick enjoys spending time with his family and playing golf. His travels currently span 47 countries. In the community, he has been serving on the board of directors of the Oneball Charitable Cancer Organization since 2011 and has been a board member of the Alberta chapter of the Canadian Investor Relations Institute since 2017.
Gabriella Martin, Communications Specialist
Gabriella (Gaby) joined Meadowbank as its Communications Specialist in early 2022 to write news releases and draft other content, perform business development outreach activities, conduct research, assist with client relations and service provider management as well as perform other administrative duties. Also based in Calgary, Gaby has a Bachelor of Arts (History) from Mount Royal University, is an avid reader and loves her Labrador Retriever named Millie.
Strategic Partners
Caitlin Cheadle
Areas of Expertise: writing, presentations, social media, IR websites
Based: Nanaimo, British Columbia (PST)
As the Founder of Cache Communications Inc., Caitlin is a former journalist and magazine editor who has worked as a communications and marketing consultant in the capital markets for the past seven years. She has created and deployed successful investor marketing campaigns and communications strategies for public and private companies in the tech, biotech, gaming, cannabis, psychedelics, and mining sectors.
Caitlin works directly with companies to build marketing strategies and position them effectively in order to attract and maintain investor interest. She creates and develops investor pitch decks, websites, blog posts, shareholder newsletters, research reports, landing pages, e-mail marketing campaigns, press releases, and native content. Her writing has appeared in numerous publications including Business Insider, Zero Hedge, Visual Capitalist and the National Post.
Shauna Mason
Areas of Expertise: ESG, investor relations, governance, stakeholder communications
Based: Calgary, Alberta (MST)
As Founder of Malaika Corp., Shauna is a influential IR, governance, communications and ESG leader with 18 years of experience in developing strategies and programs for both public and private companies. Ms. Mason is skilled at developing integrated communication strategies that engages stakeholders in a meaningful way while enhancing the corporate image.
Shauna has written ESG/Sustainability reports, managed materiality assessments and created ESG strategies providing many benefits including improved rating agency scores, awards and recognition, access to capital and reduced insurance premiums.
She holds a Master of Business Administration (MBA) degree from Queen’s University and an Honours Bachelor of Commerce (HBCOM) degree from McMaster University and is a Chartered Governance professional (FCG).
Adam Hart
Areas of Expertise: analytics, due diligence, financial analysis, valuation
Based: Calgary, Alberta (MST)
As the Founder of Adam Hart Consulting and currently as VP, Advisory Services at Pliris Wealth, Adam has over a decade of experience working with small-to-medium sized businesses in the areas of finance, accounting, operations and strategy. His experience includes serving as VP Finance & Controller for the Crimson Group of Companies, a cross-border energy services company with operations in Canada and the US and as Director of Finance for King Media, Canada’s largest action sports media group. Mr. Hart also built and subsequently managed the Finance and Operations group for Citrus Capital Partners, a boutique consulting firm in Calgary.
Adam specializes in the short-term development and management of finance divisions for SMEs as well as financial modelling, market research and project valuations to support M&A transactions and investment decisions. He received his Bachelor of Commerce in Economics from McGill University.
Carrie Howes
Areas of Expertise: broker and institutional investor outreach, non-deal road shows
Based: Toronto, Ontario (EST)
As the Managing Director of Rayleigh Capital Ltd., Carrie manages the firm on a global basis and oversees all investor relations. She has 20+ years experience in the financial industry in both sell side marketing and fund raising. Formerly an institutional broker with Union Securities International London, UK, for eight years and later with Moore Clayton & Co. for three years as a Managing Director of European Investor Relations, she is responsible for arranging financing and exposure meetings in North America, UK and Europe for junior companies.
Ms. Howes focuses on the junior and small cap market and its undiscovered gems, with sector emphasis on Mining and Resource, Oil and Gas, Biotechnology, Technology & Environmental. Ms. Howes was FSA-licensed as a registered representative with Union Securities, MCC Global and Spencer Clarke prior to starting Rayleigh Capital, and formerly worked with the Securities Institute as a SFA Exam Writer and Editor. She received her B.A.(HON) in Psychology and Business from the University of Western Ontario, Canada.
Giving Back
Via its Principal & Owner, Meadowbank gives back to the community by fighting cancer, feeding the less fortunate and supporting the arts. Among others, these are the firm's preferred charitable organizations:
Mission Statement
To create enduring value for clients through investor relations and the firm’s practice areas, while operating with integrity and a focus on great service.
Firm Vision
To become indispensable to a diverse portfolio of excellent clients around the world, with the mutual benefit of ongoing learning and transformational growth over time.
Five Core Values
A Clear Conscience - Be Equitable to Sleep Soundly
Benevolence - Care, Give and Be Happy
Effort - Work Hard and Always Try
The Golden Rule - Treat Clients as You'd Like to be Treated
Optimism - Have a Predisposition to Saying Yes
Practice Areas
Meadowbank's areas of expertise are integral to all types and sizes of clients
— from small start-ups to large enterprises —
with solutions that deliver lasting improvements with measurable results.
Investor Relations
The firm's core area of expertise, all areas of external communications with current and prospective institutional and retail investors, bankers, research analysts and regulators, with further consideration given to Community Investment, Government Stakeholder Management and Media Relations.
Business Development
Exploration and pursuit of opportunities with new and existing customers, capital allocation for projects or strategic analysis of adjacent business lines.
Capital Markets
Advisory services with respect to sourcing capital, pricing and issuing securities and stock exchange listings.
Corporate Finance
Financial planning, forecasting and capital budgeting to optimize the performance and financial health of a business in the context of the current market conditions.
Due Diligence
In-depth data room reviews, assistance with transaction negotiation and complementary research conducted to maximize the outcome of business opportunities.
Governance
Structuring and support for corporate boards to best represent the interests of stakeholders, in the context of ESG-based market trends.
Mergers & Acquisitions
Financial analysis, valuation and scenario modeling for asset-driven or share-based transactions to acquire, combine or divest of interests.
Strategy
A foundational understanding of corporate strategy -- from low-cost competitiveness to heightened differentiation -- updated for nuances from the evolving economy.
IR Focus
Scope of IR Services
As a client’s ‘IR quarterback’ the firm can directly execute or indirectly provide:
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AGM Coordination
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Broker & Research Analyst Relationships
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Budgeting
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Conference Calls
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Executive & BOD Engagement
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Financial Statements & Review of Other Key Documents
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Investor Communications & Targeting
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Lead Cultivation
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Mailing List Development & Use
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News Release Writing & Issuance
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Peer Group Analysis & Monitoring
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Presentations & Fact Sheets
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Regulatory Agency Interaction
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Social Media Posting
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Stock Exchange Rules & Regulations
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Transfer Agent Administration
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Third-Party Service Provider Management
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Website Updating
Free Download:
IR Service Provider Network
The firm’s network includes over 80 third-party service providers in the areas of:
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Blog Posting
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Corporate Branding
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Digital Marketing
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Editorials & Landing Pages
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ESG Reporting & Governance
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Infographics
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Lead Generation
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Market-Making
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Media and/or Sentiment Monitoring
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Newswire Services
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News Release Amplification
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Non-Deal Road Shows
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Presentations & Fact Sheets
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Public Relations
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Regulatory Filings & Back-Office Administration
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Social Media & Forum Engagement
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Video Interviews & Production
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Website Development & SEO Optimization
Why Choose Meadowbank?
Experienced in providing IR services to a wide range of issuers across various industries
Knowledge of industry best practices as well as stock exchange rules and securities commission regulations
Access to over 80 third-party service providers to enhance the core IR function
Strategic partners who are experts in ESG; financial analysis; investor outreach and non-deal road shows; as well as presentations, social media and websites
Member of the Canadian Investor Relations Institute
The Meadowbank Method - a unique process to developing client IR programs honed through experience
The Meadowbank Method
A Unique Process, Honed Through Experience
The Meadowbank Matrix
A Key Tool for Assessing the Fit Between a Client’s Investor Base and its IR Program
Sample Engagements
Below are various examples of the work that Meadowbank has been engaged to perform for its clients.
National Cannabis Retailer (Public) - Calgary
Meadowbank was primarily engaged to provide a broad set of investor relations services; quantitative analysis and advisory services for debt restructuring; and assistance with the renegotiation of an asset-based transaction.
Cloud Kitchen Operator (Public) - Taipei/Vancouver
The firm was hired to develop a comprehensive investor relations program, complete with a budget funded by an interim capital raise, as the client prepared to and then listed its rapidly growing, international business on the public markets.
Advanced Materials Company (Public) - New York
The firm was engaged to manage, administer and advance the client's investor relations program over an extended period of time, as well as to provide advisory services in the areas of capital markets and corporate development.
Ketamine Clinic Aggregator (Public) - Vancouver
The firm was engaged to establish, maintain and grow the client’s investor relations program as it embarked on an aggressive growth strategy, as well as to assist in providing capital markets and general corporate development advisory services.
Ocean Economy Incubator (Public) – Vancouver
Meadowbank was engaged to quarterback and oversee the company’s investor relations program as it embarked on becoming public issuer, as well as to advise on capital markets issues and provide general corporate development support, as required.
Cannabis Extractor/Processor (Public) - Kelowna/Toronto
Based on a combination of limited internal resources and a high level of strategic importance assigned to the opportunity, Meadowbank was secured by this client to analyze, structure and launch a new business line offering white-label products for customers in an adjacent area of the value chain.
Helium E&P (Public) – Calgary
Secured to originate and execute the company’s investor relations program, Meadowbank prepared the company for becoming a public issuer and put a robust yet appropriate program in place.
Cellular Agriculture Platform (Public) – Vancouver
Meadowbank was hired to quarterback the issuer's investor relations program as it prepared to become a public issuer, as well as to provide capital markets advisory services and corporate development support.
Regional Cannabis Retailer (Private) - Ontario
Meadowbank was engaged to create a gross margin enhancement program by analyzing both company and industry data, structuring a dynamic service offering and delivering a pitch deck for use by the client's sales personnel, as well as to provide other corporate development-related consulting services.
Supplement Producer (Public) – Los Angeles
The consultancy was engaged to help evolve the company’s investor relations program as a new public issuer with a dual-class share structure, as well as to provide capital markets and corporate development advisory services.
Law Firm (Private) – Toronto
Meadowbank has been engaged on multiple occasions to perform news release writing as well as due diligence and acquisition analysis for various clients of the law firm.
NFT & Metaverse Developer (Public) – Vancouver
Meadowbank was engaged to help the company go public, develop a steady pipeline of news flow prior to and after becoming a public issuer, advise on an investor relations budget and strategy, and manage third-party service providers.
Licensed Producer of Cannabis (Public) - Vancouver
In parallel with a change in leadership and a new competitive strategy, Meadowbank was hired to manage and advance the client's investor relations program and provide corporate governance advisory services to the Chief Executive Officer.
Midstream Energy Company (Public) – Calgary
The consultancy was engaged by the client to update and refresh its investor deck, after the presentation’s design and layout had not been changes for many years.
Lithium Resource & Technology Company (Public) – Calgary
The firm was contracted to provide institutional investor outreach services, arrange meetings with senior management, assist with non-deal road shows, and otherwise support the existing IR team.
Fuel Systems Manufacturer (Public) – Vancouver
The client engaged Meadowbank to provide support for the existing investor relations resource in place, to assist with executing the existing investor relations program and expanding it, as needed.
Minter of NFTs from Carbon Offsets (Public) – Calgary
This client engaged the firm to establish an investor relations budget and implement the plan, assist with the re-listing of the shell, onboard third-party service providers, help craft external communications and issue news releases on behalf of the company.
Questions or Comments?
Get in touch and let's discuss how Meadowbank can help shape your future success.