Sourcing, underwriting and executing acquisitions of established mid-market companies and investments in high-growth companies.Executing corporate development activities within the group's portfolio of operating companies.Identifying attractive alternative investment opportunities.www.stonemarkgroup.ca

In 2019, I was involved in expanding the franchise operations into Burnaby and New Westminster and implementing a new Salesforce operating system and monthly subscription business model.Little Kickers is the #1 preschool soccer program in the world, operating in over 30 countries across the globe.

Extensive private company transaction experience across a variety of industries (retail and franchising, business services, financial services, construction, forestry, agriculture and industrial products) in the $5m to $200m enterprise value range.Advisory services included M&A (sell-side and buy-side), financial and valuation modelling, and strategic options reviews.Project managing the full transaction process, including: preparing and delivering prospective client pitches; developing marketing strategies; preparing marketing and due diligence materials; running marketing campaigns to prospective buyers; coordinating management presentations and due diligence activities; modelling transaction structures and negotiating deal terms; reviewing key legal agreements; and overseeing final steps to successful transaction close.Leading and collaborating with high-performance teams of up to 10 members from various groups across the firm (corporate finance, transaction services, valuations, tax, data analytics, and audit). Also, coordinating and overseeing various activities with external advisors such as lawyers, accountants, bankers and consultants.

Primarily involved in project managing the successful divestiture of Viterra's North American Livestock Feed Division (with assets across Western Canada and South Eastern US) to a private equity firm.

• Leading audit teams of 2 to 5 members in the field• Core audit and quarterly review clients included large multi-national public forestry company (revenues $3 billion +), public SEC registrant silver mining company, BC beverage container and electronics recycling company (industry stewardship NPO), hospital charity, and medical research and fund raising NPO.