For founders, families, and sponsors navigating critical capital decisions, finding a trusted advisor who understands both the strategic and operational sides of a transaction can make all the difference. Kadenwood Group, an independent investment and advisory firm launched in 2024, has quickly established itself as a go-to partner for complex sales, financings, and strategic growth initiatives. With a track record that includes advising on transactions up to the billion-dollar range, the firm brings a rare combination of hands-on experience, market insight, and aligned incentives to every engagement.
Founded by Louis Garoz-Ferguson, a seasoned professional with deep roots in investor relations and capital markets, Kadenwood Group operates from offices in Vancouver and New York. The firm’s approach is built on the principle that advisory work is most effective when the advisor has owned and operated businesses themselves. This ownership mindset permeates every aspect of their service, from sell-side M&A to debt advisory and direct investing. Whether a client is raising capital, selling a division, or seeking a strategic partner, Kadenwood Group provides the kind of independent, high-touch guidance that larger institutions often lack.
What is Kadenwood Group?
Kadenwood Group is an independent investment and advisory firm that serves founders, families, and sponsors with a range of capital markets and strategic advisory services. The firm was founded in 2024 by Louis Garoz-Ferguson, who previously worked in investor relations and marketing for listed small and mid-sized companies in mining and technology. Under his leadership, Kadenwood Group has grown to advise on transactions spanning company sales, financings, and complex carve-outs, with deal sizes ranging from $10 million to over $1 billion.
The firm’s advisory services are organized into seven distinct mandate types: sell-side M&A, buy-side M&A, special situations, debt advisory, equity capital, capital formation, divestitures, and business development. Each mandate is supported by a clear process, documented market evidence, and a commitment to transparency. Additionally, Kadenwood Group makes direct investments in businesses it understands, taking control or significant minority positions to drive growth and returns. This dual role as both advisor and investor ensures that the firm’s interests are closely aligned with those of its clients.
What stands out
Ownership-driven advisory
Kadenwood Group’s principals and senior advisors have run complex processes from the arranging side at global and independent banks for decades. This experience gives them a practical understanding of what works in the real world, not just in theory. The firm’s approach is built on the belief that advisory work is most effective when the advisor has owned and operated businesses themselves.
Proven track record
Since its launch in 2024, Kadenwood Group has advised on company sales and financings up to the billion-dollar range. Notable engagements include advising Andean Precious Metals on a $40 million refinancing, Ashley Black on a $10 million financing, and Doosan GridTech on a complex carve-out sale. These case studies demonstrate the firm’s ability to deliver results under tight timelines and challenging market conditions.
Client testimonials
Clients consistently praise Kadenwood Group for its responsiveness, strategic insight, and ability to generate multiple offers. For example, Juan Carlos Sandoval, CFO of Andean Precious Metals, noted that the firm secured around 20 offers during a refinancing process, a testament to its extensive network and deal-making capabilities.
Who it’s for
Kadenwood Group is best suited for founders, family offices, and institutional sponsors who are considering a sale, acquisition, financing, or other strategic transaction. The firm is particularly valuable for those who need independent, high-touch advice without the conflicts of interest that can arise at larger investment banks. Whether a client is a publicly listed company, a private business, or a growth-stage venture, Kadenwood Group tailors its approach to the specific needs of each engagement.
The firm’s direct investing capability also makes it an attractive partner for businesses seeking not just advice but also capital. By taking positions in companies it understands, Kadenwood Group demonstrates a long-term commitment to its clients’ success. This is especially valuable for businesses in sectors such as business services, energy, real assets and infrastructure, and industrials and manufacturing.
Pricing and availability
Kadenwood Group does not publicly disclose its fee structure, as pricing is tailored to the specific scope and complexity of each engagement. Prospective clients are encouraged to contact the firm directly to discuss their needs and receive a customized proposal. The firm’s offices are located in Vancouver and New York, and it serves clients across North America and internationally.
What makes it worth considering
Kadenwood Group distinguishes itself through its combination of deep market knowledge, hands-on experience, and aligned incentives. The firm’s principals have decades of experience arranging and executing complex transactions, giving them the insight to navigate even the most challenging situations. Their ability to generate multiple offers and secure favorable terms is backed by a robust network of strategic investors, lenders, and acquirers.
Additionally, Kadenwood Group’s commitment to transparency and client education sets it apart. Each engagement is supported by dated market evidence, clear process documentation, and regular communication. Clients are never left in the dark about where their transaction stands or what options are available. This level of service, combined with the firm’s direct investing capability, makes Kadenwood Group a compelling choice for anyone seeking independent, high-quality advisory services.
Verdict
Kadenwood Group is a capable and trustworthy partner for founders, families, and sponsors navigating critical capital decisions, offering independent advice backed by decades of deal-making experience and a proven track record of billion-dollar transactions.
Frequently asked questions
Kadenwood Group is an independent investment and advisory firm that advises founders, families, and sponsors on sales, acquisitions, debt, equity, and more.
The firm was founded in 2024 by Louis Garoz-Ferguson, who has a background in investor relations and capital markets.
Services include sell-side M&A, buy-side M&A, special situations, debt advisory, equity capital, capital formation, divestitures, and business development.
Yes, the firm takes direct positions in businesses it understands, either control or significant minority stakes.
The firm has advised on transactions from $10 million to over $1 billion.
The firm has offices in Vancouver and New York.
Visit their website at kadenwoodcapital.com to start a conversation.
