Sector Experience
Financial Services
Healthcare
Industrials
Media & Entertainment
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Deloitte
Finance
Managing Director, Corporate Finance
6/2017 - Present
Senior member of the M&A Advisory Team at Deloitte Corporate Finance.
Scotiabank
Corporate Strategy & Development
Director, Mergers and Acquisitions, Corporate Development
6/2014 - 4/2016
Significant involvement in the origination, evaluation and execution of acquisitions, equity investments, divestitures and strategic initiatives in the financial services (including FinTech) sector in Canada, U.S. and Latin America. Spearheaded due-diligence processes, as well as negotiation and preparation of legal documentation. Performed various financial and valuation analyses. Prepared presentations for CEO, senior executive and board discussion and approval.
National Bank Financial
Finance
Vice President, Mergers and Acquisitions
7/2011 - 12/2013
As key member of the Mergers & Acquisitions team, worked directly with Head of M&A and Managing Directors (no Directors in group) in small deal teams on origination and execution of over 10 closed buy-side and sell-side M&A transactions, takeover defense, fairness opinions and formal valuations (MI 61-101) in the Mining, TMT, FIG, Real Estate, Private Equity Sponsors and Diversified sectors. Proven ability to execute M&A transactions from start to finish, with minimal supervision.
Scotia Capital
Finance
Associate Director, Investment Banking
8/2002 - 12/2008
Significant involvement in the origination and execution over 20 capital raisings and M&A transactions in the Aerospace, Auto Parts, Building Products, Chemicals, TMT, Infrastructure, Oilfield Services, and Transportation sectors. Advised well-known private equity firms such as Kohlberg Kravis Roberts (KKR) and Onex on transactions. Proven deal experience with significant responsibility on and contribution to deal teams. Prepared pitch books, valuation analysis and drafted deal documentation.