• Independent Advisory and Restructuring Firm
    • Innovative, Collaborative Business Recovery
    • Globally-respected Leadership
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  • BlueTree Advisors

  • About Us

    For more than 33 years, advisory firm BlueTree Advisors has focused on improving the performance of global client companies by providing expertise to manage operational, financial and organizational challenges.

    When situations involve uncertainty and rapidly changing dynamics, we develop strategic and tactical plans, real option back-up strategies, and negotiation strategies.  We excel at improving stakeholder value in the face of the most significant challenges.  

     

    • Objectivity

      We provide assurance to relevant stakeholders that restructuring plans have been subject to independent, expert review.

    • Improvement

      BlueTree Advisors focuses on performance improvement by delivering a precise balance of expertise to manage operational, financial and organizational challenges.

    • Protecting Value

      Delivering timely resolutions is critical to preserving and enhancing stakeholder value.

    • Strategic Alternatives

      No problem is too big for BlueTree Advisors to handle. We work with your people to develop and execute strategies that deliver results.

  • Our Clients

  • Our Services

    • Business Recovery

      Our turnaround expertise includes extensive experience dealing with difficult people and situations.  Our track record in multi-party dispute resolution and crisis situations allows us to quickly assess a situation, identify core problems and create practical solutions.   Whether we are assisting businesses in financial or operational distress, or assisting investors and financial institutions, we are committed to the rehabilitation and restoration of stakeholder value.

    • Court Supervised Proceedings

      Our work encompasses formal proceedings in Canada under the and the Bankruptcy and Insolvency Act (), and Chapter 11 and 15 proceedings in the United States. Services include mediation and arbitration advisory, acquisitions and divestitures, and out-of-court restructurings.

    • Financial Remediation

      We will help you achieve balance sheet transformation.  We have a highly regarded track record assisting clients with under-performing businesses and ineffective orgnizational structures.

    • Strategic Planning

      BlueTree Advisors go further than mere suggestions; we help clients develop corporate and business unit strategies that improve operating performance. Our goal is to help senior executives take new perspectives on competitive strategies that build on their own market and competitive insights. We focus on execution of strategies by developing tactics that target implementation, and we oversee that implementation. Accountability for execution and timelines is integral to our solutions.

    • Labour Negotiations

      Leading labour negotiations between unionized and non-unionized employees, including the CAW and the United Steelworkers of America and Canada, we have domestic and international experience in multi-party negotiations and dispute resolution.

    • Specialized Restructuring Experience

      You benefit from our unique expertise and skills, which are different than those provided by lawyers, investment bankers or accounting firms.  By handling court preparation and appearances, negotiations and meetings, we free your management teams to focus on operations.

    • Investment Banking

      We provide specialized corporate finance solutions by sourcing the appropriate capital structure for your business.  We structure financing alternatives in private and public equity and debt markets.  We advise how to retain maximum ownership and control of your business when dealing with sources of financing. We participate in the structuring and implementation of mergers and acquisitions, divestitures, management and leveraged buyouts, and raising capital for growth or restructuring.

    • Organizational Development

      BlueTree Advisors assist in addressing the organizational issues in our clients’ businesses, including executive recruiting and assessment.  We have completed many recruiting assignments in a variety of industry sectors, including energy, manufacturing, industrial, telecommunications, retail, financial services and professional services. We work with all sizes of public and private companies, and provide advice on organizational design, executive coaching, performance management and succession coaching.

    • I’ve likened my job to juggling running chainsaws – you come to work every day and hope you don’t lose an arm or a leg.

      Bill Aziz, CPA, CA
      BlueTree Advisors
    • If you don’t understand the root cause of problems at a business, you can’t fix them.

      Bill Aziz, CPA, CA
      BlueTree Advisors
    • Don’t confuse tactics with strategy.  Tactics feed and support strategic initiatives.

      Bill Aziz, CPA, CA
      BlueTree Advisors
  • Contact us to schedule a meeting.

    Get in Touch
  • Active Engagements

  • The Cash Store Financial Services

    Court Appointed Litigation Trustee

    To review documentation from Court decisions, click here.

     

  • CannTrust

    Trustee for the CannTrust Holdings Directors and Officers Trust

  • JTI-Macdonald

    Chief Restructuring Officer

    To review documentation from Court decisions, click here.

     

  • Board Appointments

    • Atlantica Sustainable Infrastructure plc – NASDAQ

      2020-Present
      * Chair, Compensation Committee
      * Member, Audit Committee
      * Member, Related Party Transactions Committee

    • McCain Capital Partners

      2018-Present
      *Member, Investment Advisory Board

    • Maple Leaf Foods Inc. – TSX Registered

      2014-Present
      *Member, Safety and Sustainability Committee
      *Chair, Audit Committee

    • Fengate Real Asset Investments

      2014-2021
      *Member, Advisory Board

    • OMERS

      2009-2012
      * Chair, Investment Committee
      * Member, Human Resources and Compensation Committee
      * Member, Joint Council for Governance

    • OMERS

      2014-2019
      * Chair, Investment Committee
      * Member, Human Resources and Compensation Committee

    • IVEY Leadership Council

      2012-2019
      *Formed to represent and support the for Leadership at the Ivey School of Business, Western University

    • Canada Bread Company Limited – TSE Listed

      2005-2014
      *Chair, Audit Committee
      *Member, Governance Committee

    • Tecumseh Products Company-NASDAQ Listed

      2007-2009
      * Chair, Governance and Nominating Committee
      * Chair, Independent Committee for two proxy fights
      * Member, Audit Committee

    • Sun-Times Media Group, Inc.-NYSE Listed

      2007-2008

    • Doman Industries Limited -TSE Listed

      2003-2004
      * Member, Restructuring Committee
      * Chair, Audit and Governance Committees

    • Algoma Steel Inc.-TSE Listed

      2002

    • White Rose Crafts and Nursery Sales Limited – TSE Listed

      1998 and 1999

  • Our Team

      Bill Aziz, FCPA, FCA
      President and CEO

      A senior executive and experienced director with a record of achievement in change management, corporate culture transformation, and team building, Bill is a value-oriented executive with the experience to enhance profitability.  A member of the , and the Insolvency Institute of Canada, Bill leads by building strong management teams focused on profitability, while promoting flexible strategic thinking to create solutions.

      With extensive international experience in multi-party negotiations, strategic partnerships, mergers, acquisitions and divestitures, Bill has experience with all aspects of balance sheet and operational restructurings in environments with and without unions.

       

      Current Boards

      Atlantica Sustainable Infrastructure

      Atlantica Sustainable Infrastructure plc – NASDAQ

      Chair, Compensation Committee
      Member, Audit Committee
      Member, Related Party Transactions Committee

       

      Maple Leaf Foods

      Maple Leaf Foods Inc.

      Chair, Audit Committee
      Member, Safety and Sustainability Committee

       

      McCain Capital Partners

      McCain Capital Partners

      Member, Investment Advisory Board

       

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    • Debbie Aziz
      Vice President

      Debbie Aziz brings focus as well as organizational and communications excellence to the BlueTree Advisors Team.  Her background in wealth management forms the foundation of Debbie’s strength in client relations.

  • Frequently Asked Questions

    What is your principle objective when restructuring a company?

    Key to our participation in your success is restoration and realization of value for stakeholders.

    We work to assist companies in making the changes that are necessary to ensure long-term viability.

    Which roles do you fulfill in a company?

    Whether your company is large or mid-market, public or private, we have extensive experience operating in the following capacities:

    • Board Director
    • Chief Restructuring Officer
    • President and CEO
    • CFO
    How does your team function?

    Our extensive network allows us to partner with experienced executives to help facilitate change.

    The BlueTree Advisors structure allows us to provide specialized senior level expertise from within our trusted network, as it is often required.

    Where are your clients located?

    While we are headquartered near Toronto, Ontario, Canada, we have worked with clients whose operations are located in North America, Europe and, occasionally, Asia.

  • Established Relationships

    • Litigation Funders

    • Hedge Funds

    • Bondholders

    • Equity Investors

    • DIP Financing Providers

    • Federal Government

    • Provincial Governments

    • Canadian and International Banks

    • Pension Regulators

    • Unions

    • Suppliers

    • Secured Creditors

    • Unsecured Creditors

  • Thank you for your interest in BlueTree Advisors. No website can ever portray the full scope and subtleties of such a complex industry…..

    Contact Us

  • …..or a body of work.  Call or email, and we’ll find a mutually convenient time to discuss how we can best serve your business needs.

    Company Details

    • Oakville Office

      Oakville, Ontario
      Canada

      1-905-849-4332

Contact Info
  • Oakville Office

    Oakville, Ontario
    Canada

    1-905-849-4332

Resources
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Archived News
  • FCPA, FCA Video Tribute William Aziz
    January 27, 2023
    No replies
  • CPA Ontario 2022 Fellows
    January 19, 2023
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  • Corporate governance challenges facing the chief restructuring officer
    December 22, 2021
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