Independent Mid-Market M&A and Corporate Finance Advisory

- Built monthly, detailed, three-statement company-financial model from scratch to help the company better forecast and plan cash flow and working capital investment needs.
- Led a refinancing of the company's debt, which successfully resulted in a $1 million of interest savings, $1.5 million of principal deferrals, and an increase to the line of credit of $2 million to fund working capital growth
- Created detailed valuation of the Company for potential future equity investment

Created and developed business plan, marketed, and successfully raised approximately $90 million in external equity, senior debt, and convertible debentures to fund large-scale capital program
Led the company’s go-public event on the TSXV via a reverse-takeover
As CFO, led and managed all aspects of the company’s finances, including financial planning and reporting, investor relations, corporate development, tax structuring, regulatory requirements, and capital raising

Actively involved in all aspects of the firm’s M&A activities, including: sourcing and evaluating new investment opportunities, completing due diligence for platform opportunities and strategic acquisitions for portfolio companies, developing optimal capital structures, securing third-party debt financing, assisting with the associated legal documentation and tax structuring, and executing divestitures

Worked on over 30 deals, including sell-side and buy-side M&A, asset divestitures, initial public offerings, secondary and treasury offerings, and high yield debt offerings in RBC’s Global Energy Group