• Target data review and valuation analysis to determine whether offer pricing is reasonable, and opportunity exists for shareholders to generate material returns.
• Working with prospective issuers on offering terms and structuring, and supporting in the packaging of investment opportunities along with their go-to-market strategy.
• Engaging with retail, accredited and institutional investor networks through the United States on investor trends, capital deployment strategies, and market changes.
• With a focus on early stage and high growth innovated companies, have successfully raised over $85M in equity for issuers to date.

• Actively lending private proprietary capital to real estate developers looking to build multi-family properties throughout Canada. $20M in funds deployed; frequently looking to work with sponsors on land, development, bridge and take-out financing.

• Cornwall Capital owns and operates multi-family units throughout secondary markets of Ontario. With more than 100 units under ownership or construction, Cornwall Capital continues to grow rapidly through acquisition and development.
• Working with currently competing asset owners, lenders and development partners to continue to expand rental portfolio throughout Ontario.

• Supporting clients on corporate finance and investment banking initiatives such as buy-side acquisition strategies and execution, sell-side planning and corporate divestitures, and financial forecasting and modelling.
• Engaging with capital partners such as banks, lenders and investors on behalf of clients for the purpose of securing additional funds for growth related needs.

• Lead advisor for Eastern Ontario office of the advisory firm; with a focus on mid-market sell-side M&A, worked with clients in a range of industries looking to divest from their business.
• Engaged with clients on pricing and value expectations for their business given market conditions. Consistently having to consider such trends as changes in capital gains taxes and exemptions, buyer activity and ability to access capital.
• Developed go-to market strategies and packages for the marketing of the opportunity. Leverage existing buying groups and networks throughout North America to promote a competitive process and achieve an ideal deal structure beyond just pricing for clients.

• Responsible for the finance, development and back-office operations of a mid-market HVAC water treatment organization, with three offices throughout Ontario, Canada.
• Established an internal M&A strategy for the incorporation of acquisitions into our broader growth strategy. Continue to source and vet potential targets, and engage with targets management team on opportunity, valuation and deal structure.
• Created and executed an R&D project to develop a smart water user platform that consolidates various IoT devices into a single interface for analysis, alerts and reporting.
● CPA
77 Renfrew Ave, Ottawa, ON (613) 884 1591

• Drafted an analysis on the financial and operational impact of two Canadian airline organizations looking to merge. Highlighted areas included potential cost savings through corporate and operational synergies, and flight route efficiencies based on utilization and costing metrics, to assess overall enterprise value one airline brought to the merged entity.
• Developed equity structure and M&A strategy for a grass roots consolidation entity within the health care space. Continued to work with the client to help manage ongoing acquisitions and develop further financing options as organization looks to scale
• Assessed maintainable recurring revenue figures across varying service offerings of an international software entity subject to a $500 million CAD acquisition. Completed deliverable and worked with lenders to facilitate the financing required in order to complete the acquisition.
• Actively managed multiple ongoing acquisitions for a client in the health care industry looking

• Improved and standardized internal audit working paper methodology for equity and derivative accounting for for profit private companies, largely in the technology space. Developed templates for activities such as fair valuing derivatives, tracking share-based compensation, and determining volatility rates of private entities. Trained team members for use going forward.

• Extensive experience with assurance services for publicly traded and privately held for-profit entities.
• Drafted working papers and reporting audit services over exploration and evaluation mining assets for publicly traded junior mining companies. Developed impairment testing methodology and assessed overall reasonableness of assets, and whether full value can be realized in the future. Communicated with management rational for impairment, and potential risks going forward if additional capital is not secured to perform additional work over mineral claims.
• Managed team of 4 for consolidated group of sporting and event entities with varying ownership interests. Addressed issues and concerns brought forward by staff regarding audit procedures, and developed strategy to mitigate risks or post adjustment. Worked with management to develop impairment models over tangible and intangible assets, and assessed reasonableness of forecasting used as support.
• Managed an audit team of 5

• Obtained exposure to a wide range of services offered by privately held for-profit entities within the Oil and Gas industry through analysis of financial data over significant accounts and client reporting.