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- Spring 2013: closed 2 sell side transactions ($7 million & $450,000)
- Executed the re financing of a $4 million distribution company from Special Loans. Created an investment package for new lenders; transferred client to a new Schedule A bank; secured a $300,000 term loan from Investissement Quebec; found a sales pro/investor in the first 2 weeks and closed the transaction.
- Found a private investor for a start up
- Referred by 3 large Montreal accounting firms to their clients
- Successfully negotiated a confidential lease challenge for a Federal government department.
- Multiple acquisition mandates signed
- Mandated by a technology company (NRC supported) to find a strategic partner
- Engaged by fifteen companies to sell their business / find a financial partner.
- Founded The Montreal M&A Club, for industry professionals and advisors.
- 14th M&A Forum on December 10th, 2019 at the Omni Hotel Mont-Royal.
- 400 expected participants
- 45 Exhibitors
- 7 Workshops
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