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Intelligent Advice Delivered With Integrity, Honesty And Above All, Loyalty To Our Clients.


Broadstone Partners is a Canadian industry focused advisory based boutique investment bank dedicated to Canada’s middle market.

Founded by Keith Mosley, formerly Head of PwC’s Corporate Finance practice for Canada and the America’s, Broadstone brings over 40 years combined experience providing Canadian middle market companies with national and international corporate finance and M&A solutions.

Broadstone’s industry focused expertise gives us a unique ability to help our clients achieve their financial and strategic options. Over the past 25 years our professionals have:

  • Raised venture capital for early stage growth companies
  • Raised debt and equity for expansion or recapitalization
  • Advised on the cross border sales of numerous Canadian businesses
  • Managed a middle market buy-side M&A process for several global firms including an international professional services firm
  • Arranged partial sales of Canadian businesses enabling entrepreneurial clients to reduce single asset exposure
  • Provided long term or strategic advice to Boards, shareholders and senior management on the M&A impact of business alternatives resulting in transactions being completed “when the time was right”

Why Choose Broadstone Partners

Broadstone Partners brings a unique set of qualifications that make us the logical choice for your corporate finance and M&A requirements:

Industry Sector Focus

Broadstone Partners is focused on serving the unique needs of shareholders and CEOs in the consumer, consulting & professional services and technology sectors. Broadstone Partners was founded on the principal of advising clients in those sectors where our professionals have significant transaction experience and current industry knowledge. More and more clients want experts who understand their industry, the challenges and opportunities they face, and how corporate finance and M&A can help.

Execution Experience And Expertise

With over 40 years combined experience we have raised funds from leading private capital firms and advised on the sale of consumer, technology and consulting firms to Canadian, North American and Global industry leaders.

In For The Long Haul

At Broadstone Partners we develop long-term relationships. We source capital for early stage businesses; we identify add-on opportunities to speed growth; we advise on alternative structures for minimizing tax; we assist in the establishing of employee ownership; and advise on how strategic alternatives can increase, or decrease, value. We strive to develop long term relationships and provide financial advice through all stages of a company’s growth.

Unique Insight

Our experience and deep industry knowledge gives us unique insight into the thinking of investors and buyers. We transfer to our clients the knowledge we have gained in advising on over 50 M&A transactions to global leading technology companies; from raising capital from and acting for some of Canada’s most successful venture capital firms; and from acting in a corporate development role for a global professional services firm in execution of its M&A strategy.


We are an advisor not a principal. We have, and will put our client’s interests first. Always.

Senior Resources

We commit our senior resources to all transactions. The team that you hire is the team that will execute. Broadstone Partners’ Managing Directors lead and perform all or the majority of the work on our engagements. Broadstone Partners strongly believes in providing highly skilled, experienced and professional services to our clients directly.

Long Standing Relationships With Both Buyers And Capital Providers

We have a broad range of senior relationships within the industries we serve. We are confident in our ability to bring the right parties to the table when we execute your transaction.

Keith Mosley

Keith is the founder of Broadstone Partners, a boutique investment banking firm created after a successful 28 year career at PwC, 17 as a Partner and the last 8 as the head of PwC's Canadian Corporate Finance practice.

Keith Mosley

Keith started with PwC in 1983 and after four years of training in accounting and taxation moved to London, England and began his career in Corporate Finance.

Over the next 25 years Keith built M&A teams focused on Software, IT Services, Food & Beverage and most recently Retail, Renewable Energy, Insurance and Professional Services.

While Keith has worked on nearly 100 completed transactions across a variety of industry sectors, the majority of his experience and real passion is with knowledge based companies. As well there was a common theme in all – assisting middle market companies, usually entrepreneurially owned, complete transactions with large cross border companies both public and private, financial institutions or Private Equity funds.

Keith understands knowledge based companies and how best to position and represent them in complex transactions. Often these transactions reflect the culmination of a career's work or the creative and technological expertise of a team of highly skilled engineers or scientists.

Connect with Keith Mosley on LinkedIn!

Lisa Kendall

Lisa Kendall has recently joined Broadstone Capital Partners as a Managing Director.

Lisa Kendall

Before joining Broadstone, Lisa spent 17 years with PwC’s Corporate Finance Practice, focussed on the technology sector. Lisa has conducted a wide range of corporate finance assignments including:

  • managing the divestiture of companies to ensure all value is brought to the purchaser's benefit by identifying, screening and contacting suitable purchasers; utilizing an appropriate marketing strategy; and leading or guiding the negotiation of the transaction;
  • dentifying suitable acquisition candidates;
  • sourcing of seed and early stage expansion capital for Canadian based technology companies;
  • managing “distressed M&A” processes for asset based lenders and other alternative lenders, chartered banks, subordinated debt funds and private equity firms.

Lisa has a passion for technology and respect for Canadian entrepreneurs that utilize their creativity and skill to develop world class technologies.

Lisa has been a frequent speaker at technology events throughout Ontario. Lisa received an M.B.A. from the Richard Ivey School of Business – University of Western Ontario.

Connect with Lisa Kendall on LinkedIn!