Private Advisory · Montreal

Experience, in your corner.

Direction · Clarity · Confidence

Decades spent bringing the right parties together — and the experience of building and selling a firm of our own. At Lummaris, that experience works directly for business owners, on the decisions that matter most.

What we do

Senior counsel, on every engagement.

That's deliberate — the people you first speak with are the people who do the work, across all three things we do. Behind them: a career spent bringing the right parties together, and the experience of building and selling a firm of our own.

01

M&A Advisory

We help owners find the right buyer, and buyers find the right opportunity — then hold the transaction together, all the way to a clean close.

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02

CFO On Demand

Not every company needs a full-time CFO. Most reach moments that call for one. We step into that seat, on your terms.

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03

Corporate Financial Advisory

A sounding board for the financial decisions that matter most — made clearer by decades of having faced the same ones.

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Why Lummaris

Experience that stands behind every word.

We have built it, advised it, financed it and sold it. That experience — and that network — stands behind every Lummaris engagement.

Decades as CPAs
Public & private companies
A firm built and sold
A network across Quebec business
Begin a conversation

The first step is a private, no-obligation talk.

Every relationship starts with a conversation — reach out, and we'll tell you honestly how we can help.

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