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Jonathan is a dedicated corporate finance professional experienced in M&A and equity research. His previous entrepreneurial experiences have developed his strong work ethic and grit. With that allows him to create meaningful change and generate value for impacted stakeholders. Aside from work, he has a strong affinity for discovering new music, building knowledge, and cultivating relationships. Long before his foray into finance, his involvement with Enactus piqued his interest in exploring business. The program's exposure to social entrepreneurship and the world of commerce inspired him to start businesses of his own. Shortly after, he founded Backdoor Canada, an online sneaker and streetwear boutique that sparked and fueled his interest in corporate finance. Most often, he can still be found following the fashion world, mentoring novel entrepreneurs, or exploring new venture ideas.
Alphasense
View- Website:
- alpha-sense.com
- Employees:
- 2500
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Equity Research Associate IiAlphasenseToronto, On, Ca -
Equity Research Associate IiTegus Sep 2023 - PresentVancouver, British Columbia, CanadaTegus is the leading company intelligence platform for key decision makers. We power some of the world’s most well-respected institutional investors, corporations, and consultancies through the largest and most comprehensive database of primary and market information.On the equity research side, Canalyst by Tegus is the leading provider of data and analytics on listed companies. Our platform transforms the workflows of investors and finance professionals globally through better data and time savings. We are trusted by hundreds of institutions including many of the largest investment managers and corporations globally. The team is driven to seamlessly deliver the cleanest, richest, and best structured fundamental models and data to financial professionals to empower their decision making process.Duties:- Build and support the review of detailed financial models on both existing and new coverage across all global geographies.- Update models for earnings season.- Contribute to sub-sector-specific and coverage wide model improvements.- Conduct historical financial statement analysis and future period forecasting.- Develop sub-sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.- Document sector and subsector modeling best practices.- Support Analysts in providing exceptional client service to all Tegus clients.- Conduct other ad-hoc general research and other company due diligence.- Participate in training new members of the Research Team. -
Analyst, Investment Banking - Mid-Market M&ABaker Tilly (Canada) Capital May 2022 - Dec 2022Vancouver, British Columbia, CanadaBaker Tilly (Canada) Capital is a national advisory firm focused on serving the transition needs of small- to mid-market entrepreneurial clients. We recognize that these clients are not adequately served by business brokers or larger investment firms but still require – and deserve – sophisticated, experienced professionals to get the job done right.Our team boasts an impressive combined resumé of academic credentials and decades of transaction, valuation, tax and corporate finance experience. We work with clients across Baker Tilly’s 53 offices in Canada and those outside the Baker Tilly network to ensure they achieve successful outcomes when buying or selling a business.Duties:- Business development: Generated cold prospects (in generating new deals) from outside the Baker Tilly network- Outreach: Assisted in organizing webinars and other public outreach opportunities - Preliminary valuations: Determined what drives value in private businesses- Presentation development: Provided industry research and developed data visualization- Buyer due diligence: Compilied a tailored list of sophisticated strategic and private equity investors based on research - Market research: Contributed to industry reports and confidential information memorandums (CIMs), which were utilized on live deals - Financial Modelling: Created forecasts of income statements, balance sheets, and cash flow statements in leveraged buyout (LBO) transaction models- Buy-side due diligence: Assisted in producing Quality of Earnings reports for buy-side investors- Sell-side assistance: Provided deal team support by helping bring clients to market through the coordination of data rooms, and analysis of letters of intent and share purchase agreements -
Investment AnalystRemitbee Sep 2021 - Dec 2021Mississauga, Ontario, CanadaRemitbee Online Money Transfer service was founded in Canada in 2015 and is now a trusted platform for thousands of Canadians to transfer money worldwide.Duties:- Examined and analyzed global investment data to provide guidance about investment decisions- Conducted industry-level research- Built and maintained financial models- Evaluated and summarized portfolio company, industry, sponsor, and valuation metrics on co-investment opportunities- Screened investment opportunities and contributed to due diligence as well as monitored existing investments- Presented investment pitches to the senior team -
Teaching AssistantBeedie School Of Business At Simon Fraser University Sep 2021 - Dec 2021Burnaby, British Columbia, CanadaDuties:- The initial and ongoing preparation of facilitating and leading regular tutorials each week for a semester and all related duties assigned or required for the effective conduct of the tutorial and instruction- Assisted students and provided constructive written or oral feedback on work submitted by students in the course- Contributed to tutorials, office hours, invigilation & marking of midterms and finals, where applicable -
Founder, Executive DirectorBackdoor Canada Jun 2015 - Sep 2021Vancouver, Canada AreaThe business began as a start-up company that consisted of preparing restoration kits that included paints, cleaners, and brushes for local sneaker enthusiasts. Aside from these kits, restoration, refurbishing, and consulting services were also offered to help consumers who did not have the necessary skills to carry out the tasks themselves. Fast forward to 2019; the company rebranded to Backdoor Canada, where it was previously known as J's Restoration, Customs & Kick Supply. It was a small business with four members working in Sales, Marketing, and Partner Relations. Then, it expanded to include high-end clothing on top of its sneakers. The organization shifted its focus from sneaker restoration to one that helped others dress to impress for much less before exiting successfully.
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Finance & Partner Relations DirectorTedxsfu Apr 2020 - Nov 2020Vancouver, British Columbia, CanadaTEDxSFU is an independently organized event organized by students and alumni volunteers at Simon Fraser University. Our goal is to bring people together to share a TED-like experience while promoting ideas worth spreading. As the Director of Partner Relations, I was responsible for reaching out and securingpartners that advance the conference, as well as aligned closely with TEDxSFU branding andvalues. Moreover, I designed sponsorship packages, delivered persuasive pitches, negotiatedstrategically with potential partners, and maintained strong relationships with existing partners. Duties:- Reach out to potential partners, including but not limited to catering partners, printinghouse with a persistent, optimistic, and professional attitude- Build and maintain relationships with potential and secured partners over the term- Create a comprehensive Sponsorship Package, demonstrating partnership tiers andcorresponding benefits- Develop contracts for partners to ensure clarity & adherence to established agreements- Create a comprehensive report, demonstrating accomplished milestones as a result ofpartner support to present partners during the event preparations and after the event- Adhere to and represent the TEDxSFU brand in a professional manner, both online andin-person- Manage a team of four coordinators and host weekly meetings- Prepare and deliver weekly presentations on updates and progress -
Events Coordinator & Director Of General AmbassadorsTedxsfu Apr 2019 - Nov 2019Vancouver, British Columbia, CanadaTEDxSFU is an independently organized event organized by students and alumni volunteers at Simon Fraser University. Our goal is to bring people together to share a TED-like experience while promoting ideas worth spreading. As the Events Coordinator and Director of General Ambassadors, I worked closely with the Director of Events and the Organizing Committee to ensure that that year’s TEDxSFU conference is a logistical success. Throughout my role, I assisted with pre-conference activities to the event logistics on the day of, and help craft a true “TEDx” experience for our guests. Here, I got the opportunity to shift my skill set for the better by developing my leadership, event planning, analytical, and communication skills. Duties:- Liaise with venue staff, after-party staff, and caterers - Organized event logistics in accordance with TEDx rules - Managed event materials and assist with rehearsals prior to the conference - Allocated funds appropriately and efficiently - Collaborated with the team to develop itinerary and activities on the day of - Implemented a new registration sheet and floor plan- Lead the recruitment and training process of the General Ambassadors - Emceed one of the pre-conference events- Represented the TEDxSFU brand in a professional manner -
Count On Me - Workshop CoordinatorEnactus Sfu Oct 2018 - May 2019Vancouver, British Columbia, CanadaCount on Me strives to instill both financial literacy and employability skills in youth with barriers, empowering them with the tools necessary to build their own secure and fulfilling futures. The project partners with youth programs to educate students who are at risk of financial problems due to troubling economic and social backgrounds.Duties:- Planned and executed workshops on financial literacy, employability skills, and nutritional meal planning- Applied kitchen skills and support youth with barriers in learning how to cook new recipes- Built relationships and transferred knowledge over to the participants- Worked in collaboration with the Curriculum Manager to revise the curriculum to ensure it adheres to participants’ needs- Continuously updated metric tracking spreadsheets designed by the Internal Manager to measure the overall impact of Count on Me- Attended bi-weekly meetings and contribute innovative ideas- Supported and attended all project specific and Enactus SFU-wide initiatives (meetings, showcases, events, etc.) -
General AmbassadorTedxsfu Aug 2018 - Nov 2018Vancouver, British Columbia, CanadaTEDxSFU is an independently organized event organized by students and alumni volunteers at Simon Fraser University. Our goal is to bring people together to share a TED-like experience while promoting ideas worth spreading. Duties:- Provided overall support to the planning of the TEDxSFU conference and to the Organizing Committee members- Supported the Events Team with managing logistics in correspondence with TEDx rules- Worked alongside other General Ambassadors to create an exciting and seamless guest experience at the TEDxSFU event- Represented TEDxSFU and the TEDx brand in a professional manner- Contributed innovative ideas on how to improve the conference- Assisted McMedia in filming the professional speakers for the official TEDx Talks Youtube channel
Jonathan To Education Details
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Finance Gpa: 3.96/4.33
Frequently Asked Questions about Jonathan To
What company does Jonathan To work for?
Jonathan To works for Alphasense
What is Jonathan To's role at the current company?
Jonathan To's current role is Equity Research Associate II.
What is Jonathan To's email address?
Jonathan To's email address is jo****@****sfu.com
What schools did Jonathan To attend?
Jonathan To attended Simon Fraser University.
Who are Jonathan To's colleagues?
Jonathan To's colleagues are Manav Khanna, Rohan Coutinho, Dmitry S., David Meyers, Kacie Simpson, Akshat Aggarwal, Dinesh Singhal.
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Jonathan To
Canada -
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2rogers.com, toshiba.ca
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