CANADIAN LEADERSHIP · INTERNATIONAL CAPITAL
Canadian leadership for international investors.
An investment in Canada needs someone accountable for what happens here.
NorthHelm Advisory provides director, board advisory and interim executive mandates for international investors and Canadian companies. Doug Bailey, CPA, is the named principal, with a defined role and responsibility to carry the mandate through.
Discuss your Canadian mandateBased in Calgary, Alberta. Focused on complex Canadian corporate situations.
THE ROLE FOLLOWS THE SITUATION
Who needs to take responsibility?
You may be considering an acquisition, overseeing a Canadian business from abroad, or working through a change in ownership, leadership or capital structure. The starting point is the responsibility that needs to be held in Canada.
A director in Canada
A Canadian-resident director or sole director appointment where the structure and circumstances call for it. The mandate establishes authority, oversight and reporting alongside the company's counsel.
What decisions must the board make, and who is accountable for them?
A board or special advisor
An advisory mandate for a board, owner or investor weighing a consequential corporate decision. The role provides perspective and coordination while leaving decision authority with the appointed directors and executives.
Where does the decision need experienced, independent challenge?
An interim CEO or CFO
An executive appointment to carry defined responsibilities through a transition, recapitalization or special situation. Scope, reporting and the eventual handback are agreed at the outset.
Who will lead the business while the situation is being resolved?
A director appointment, executive role and advisory mandate carry different responsibilities. The appropriate structure is determined with counsel; Canadian residence alone does not establish suitability or satisfy every requirement.
FROM INVESTMENT INTENT TO ACCOUNTABLE ACTION
A clear role. A practical working relationship.
Define the seat
Clarify the entity, ownership, capital structure, immediate pressures and the decisions that cannot wait.
Agree the mandate
Set written scope, authority, reporting cadence and completion or termination mechanics, subject to a conflicts check and appropriate indemnification.
Work alongside your advisors
Coordinate with counsel, finance teams and other appointed specialists. Agree how issues are escalated and how progress is reported to the board or owner.
Plan the handback
Define how responsibility passes to permanent leadership or the appropriate appointed professional when the assignment is complete.
NorthHelm's contribution is governance, executive leadership and corporate execution. Legal, tax, regulatory and specialist investment advice remain with the appropriately qualified advisors.
THE NAMED PRINCIPAL
Doug Bailey, CPA
Canadian executive and board experience, applied to the decisions in front of you.
Doug is based in Calgary, Alberta. His career includes CEO, CFO and director roles in Canadian public companies, with substantial experience in energy, corporate finance and complex transactions.
His previous roles include President, CEO and Director of Striker Exploration and Razor Energy, and CFO of Hyperion Exploration. That experience informs NorthHelm's work where governance, capital structure and execution intersect.
The engagement is with a named principal. Specialist expertise is brought into the professional team where the situation requires it.
Read Doug Bailey’s profile ↗EXPERIENCE YOU CAN EXAMINE
Roles supported by public records.
These are examples from Doug's career, not representations that the companies are current clients or endorse NorthHelm.
STRIKER EXPLORATION · 2016 RECORD
Executive and board responsibility through an arrangement
The June 2016 joint information circular identifies Doug as Striker's President, Chief Executive Officer and Director and describes the proposed arrangement with Gear Energy.
Read the joint information circular (PDF) ↗RAZOR ENERGY · HISTORICAL BIOGRAPHY
Public-company leadership and sector experience
Razor's published management biography documents Doug's President, CEO and Director role and his background in Canadian energy and corporate development. This is a historical role, not a statement of current office.
Read the company biography ↗BEFORE AN INTRODUCTORY CALL
Questions an international investor may ask.
Can NorthHelm work alongside our existing Canadian advisors?
Yes. The mandate is designed around a defined governance, executive or advisory responsibility, coordinated with counsel and other members of the professional team.
Does the company need to be in distress?
No. A transaction, ownership transition, leadership gap or sensitive governance decision can create the need for an accountable principal. Restructuring is one possible context.
Is this an investment sourcing or government-access service?
The focus is the role inside or alongside the company. NorthHelm does not promise investment opportunities, financing, government access, approvals or investment returns.
What should we bring to the first discussion?
A brief explanation of the Canadian entity or proposed investment, the ownership and capital structure, your immediate question and the role you believe is missing. Formal materials are not needed for an initial conversation.
ONE ACCOUNTABLE PRINCIPAL. WHEN IT MATTERS.
Tell us what needs to happen in Canada.
Start with the situation, the decision and the responsibility you need someone to take.
Contact Doug at NorthHelm ↗Engagements are subject to a conflicts check, agreed scope and appropriate indemnification.