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Investment Advisor Business School
Investment Advisor Business School
Excellent
5
75Sessions
Member since 2018
  • Toronto
About the mentor
  • Currently advises private technology companies on capital raising via Apex Advisory
  • Formerly Principal & Chief of Staff at a global technology private equity platform specializing in consolidations. Investee companies include Pivot (TSX:PTG, acquired), Converge (TSX:CTS, sold to private equity), Quisitive (TSXV:QUIS, sold to private equity), among others.
  • Formerly Director of Financial Planning & Analysis at Converge Technology Solutions 
  • Former Mergers & Acquisitions Investment Banker (transactions in natural resources & industrials) at the Bank of Montreal / BMO Capital Markets
  • Joined a smart home tech company in a corporate development role responsible for $130 million Series C raise from top VC's
  • Past internships at Canaccord Genuity (investment banking), Public Sector Pension Investment Board (private equity)
  • Graduate of Bachelor of Commerce in Finance, Bachelor of Arts in Economics, and holds a Master of Management in Artificial Intelligence, and MBA degrees
Expertise
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Corporate Finance

Reviews for this mentor

The resume review to say has been a great experience. My reviewer was very professional and provided terrific commentary and advise.
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