Business & Technology Consulting

Helping You
Unlock Your
True Potential

We are catalysts. IRM Secure partners with manufacturing and technology companies to accelerate growth, manage risk, and build the strategies that drive lasting results.

Covering a wide range of solutions and services, our consulting practice helps you develop strategies within your business, drive technology adoption, or address a short-term issue you may be facing.
55+
M&A Transactions
$5B+
Deals Facilitated
26
Countries
150+
Yrs Combined Experience
$2B
M&A Transactions
55 closed transactions across North America & Europe
$3B
Financings Arranged
ABF, syndicated loans & equity financings
2M+
SaaS Users Built
Cybersecurity platform scaled across USA & EMEA
800%
Stock Growth
Operational plan led to first-year TSX stock performance

Wide-Ranging
Expertise, Focused
on Results

Our consulting services span the full breadth of what growing businesses need — from long-term strategic planning and technology adoption, to M&A advisory and capital raising.

We understand that one size does not fit all. Every engagement begins with listening — understanding your business, your objectives, and the specific challenge in front of you. Then we apply the right expertise to deliver measurable outcomes.

Built from the ground up by experienced business operators, IRM Secure combines entrepreneurial agility with enterprise discipline.

🧭
Strategic Business Consulting
We work alongside your leadership team to develop the strategies that will define your next phase of growth. From market positioning and revenue planning to organisational design and 10-year cashflow modelling — we bring clarity where it matters most.
🔄
M&A Advisory & Deal Structuring
With 55 closed transactions and $2 billion in M&A value, we guide clients through every stage — commercialisation diagnostics, performance driver analysis, financial modelling, pitch preparation, and investment-ready packaging. We align interests and create closing certainty.
Technology Adoption & Transformation
Adopting new technology is as much a people challenge as a technical one. We guide the full adoption journey — solution selection, change management, and ensuring your team is equipped and confident. From cybersecurity SaaS to enterprise IT infrastructure, we've done it at scale.
💰
Capital Markets & Financing
Dedicated to growth-oriented mid-market businesses, we provide access to the right capital at the right stage — from Seed and Series A through to public markets and exit. Our structured financing expertise spans ABF, syndicated loans, ECAs, and 144A/REG transactions.
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Rapid-Response Problem Solving
Sometimes you need the right expertise, now. Our consultants move quickly — diagnosing operational, financial, or technology issues and delivering clear, actionable resolution paths without delay. Enterprise discipline, delivered with entrepreneurial agility.

A Rigorous Process,
Sequenced for Success

Our engagement model is built around aligning interests at every stage — from initial diagnostic through to execution. We don't just advise; we stay close through delivery, ensuring recommendations translate into real outcomes.

01
Commercialisation Diagnostic
We assess business readiness and potential — evaluating financial viability, market positioning, and the strength of your operating model against investment-grade standards.
02
Performance Driver Analysis
We align key business assumptions, build a full financial model with 5–10 year projections, and identify the specific levers that will drive growth and profitability.
03
Investment Readiness
We package your story — confirming the sellable narrative, preparing the business plan and data room, and aligning the pitch to the right investor or partner audience.
04
Execution & Delivery
We quarterback the execution — from CAPEX validation and management governance to financing deployment and ongoing board oversight. We stay until outcomes are delivered.

Whatever Stage
You're At

Our consulting services are designed to meet your business wherever it is — whether you're planning ahead, transforming, or managing something urgent right now.

I
Long-Term Planning
Developing Your Business Strategy
You're ready to take the business to the next level but need a clear, confident strategy. We work with your leadership on performance-driven planning — revenue projections, KPIs, market sizing, R&D requirements, and 10-year cashflow modelling that guides every decision.
II
Digital Transformation
Driving Technology Adoption
Your business is ready to modernise. We guide the full journey — from solution selection and IT infrastructure optimisation to change management and team enablement — ensuring technology actually delivers value, not just complexity.
III
Immediate Challenge
Resolving a Short-Term Issue
Something has surfaced that needs expert attention now. Whether it's an operational bottleneck, a financing gap, a technology failure, or an M&A decision — we move quickly, bring the right expertise to bear, and deliver a clear path to resolution.

Performance-Driven Planning,
From Strategy to Tactics

▲ STRATEGY
Business Goals & Overview 🎯
Market & Execution 🔍
R&D & Commercialisation ⚗️
Management 📋
Execution 🚀
▼ TACTICS
Revenue & KPIs
Device/equipment units, recurring revenues, market size, contracts
Market Size
Customer segmentation, target geographies, competitive positioning
R&D Requirements
Engineering plan, milestones, software & tech, certifications
OPEX
Supply chain, staffing, licensing, channel vs. direct models
CAPEX
Facility, equipment, infrastructure investment planning
10-Year Cashflow
Capacity modelling, IRR expectations, investor-ready projections
Risk & Controls
SWOT benchmarking, board oversight, project tracking, monthly budget review

Sectors We
Focus On

We concentrate on industries where technology, strong fundamentals, and operational excellence converge to create lasting value.

🤖
AI & Automation
🏭
Manufacturing
📦
Commodities
💳
Digital Payments
🛡️
Defense & Intelligence
🛒
Online Commerce
🏗️
Physical Infrastructure
☁️
SaaS
🌱
Renewable Energy
Technology-leveraged operations
Stable, proven customer base
Proven monetisation model
Structural cost advantage
Stable, secured supply chain
Strong EBITDA profile

Senior Expertise
Behind Every Engagement

Our team brings together senior banking, industry, and technology executives with a combined 150+ years of experience — and a track record measured in billions.

CEO & Managing Partner · Strategy
Howard Morton
  • Strategic direction, structuring & negotiations
  • Closed $2.75B in M&A and financing transactions
  • 35 years investment management & brokerage leadership
  • COO, Sphere 3D (NASDAQ listed)
  • Vice Chair, State Chamber of Commerce
Chief Investment Officer · Finance
Santiago Ribero
  • 26+ years in structured & project finance
  • $3B in M&A, ABF, syndicated loans & 144A/REGs
  • Corporate governance roles at Citibank
  • MBA Financial Management, Macquarie University
Partner · Europe, Channel & Compliance
Marcus Steinbock
  • Built 2M+ user SaaS install base as USA/EMEA MD
  • IT & security track record: Cloud Oak, Seclore, Prot-on
  • Established distribution for 3 companies at $1B market cap
  • Master's in Technology, University of Applied Sciences

Managing Growth Across
the Capital Lifecycle

Whether you're at startup stage or preparing for a public market exit, IRM Secure has the expertise and relationships to support your capital journey at every phase.

Element Start Up Scale Up Public Markets Exit
Investment$10 Million$25 Million$75 Million$200 Million+
TypeSeed / Series ASeries B RoundPublic / SPACMonetise Assets
Investor TypeFamily OfficeInstitutional / PIPEIPO / SPACM&A Acquirer
IRR Expected20%25%30%Strategic
CashflowBreak Even15–20%30%, Dividends40%+ Acquirer Stock
Phase FocusCommercial ViabilityCritical MassMarket Cap GrowthReward Investors

IRM Secure offers Capital Markets Solutions in partnership with leading broker-dealer networks. Investment banking services and securities offered through registered broker-dealers, Members FINRA/SIPC.

Clients & Partners We Have Served

Where Could You
Improve Results?

A conversation with one of our consultants is always the right first step. No obligations — just clarity on where the opportunity lies for your business.

Common challenges we help solve
  • Improve sales growth & market share
  • Boost productivity and profitability
  • Stronger business strategy to compete
  • Create joint ventures to extend reach
  • Optimise product / launch effectiveness
  • Explore buying or selling a company