Nate is deeply passionate about understanding how evolving market trends, macroeconomic shifts, regulatory landscapes, and political changes impact businesses and entrepreneurs. He currently is focused on solutions related to helping investors, individuals, and businesses manage global operations and exposures in an increasingly unpredictable and volatile world. Previously, he was part of the founding team of two ventures that went public on the Toronto stock exchange. Over the years, he has also lent his expertise as an advisor and investor to various entrepreneurial ventures.Nate began his career in the financial services sector working in junior roles at private equity and investment banking firms and is a Chartered Financial Analyst (CFA). He speaks Spanish and Portuguese fluently and has traveled to over 50 countries. He is an avid lover of history, nature, travel, and running, and currently resides in Tuscany, Italy.
-
PartnerGrey River AssociatesPanama
-
PrincipalTri Volta Investments May 2022 - PresentTri Volta Investments, an independent sponsor firm, focuses on majority and minority stake investments in special situations in the lower middle market and venture space. We identify, invest in, and support companies ready for growth through expansion.“Tri Volta” signifies our three pillars: Vision, Valor, and Vigor, guiding us in our strategic partnerships.Our ethos, “sapere aude,” meaning Dare to Know encourages us to embrace knowledge and bold action in fostering business growth.With solid industry knowledge, we target companies with potential for long-term success, aiming to achieve significant value creation. -
Co-Founder & CooFranchise Global Health Jul 2018 - Jun 2022Global wellness company specializing in health supplements, pharmaceutical lines, and medical cannabis. Successfully orchestrated the acquisition of a prominent European pharmaceutical distributor with annual revenues exceeding €40 million. Additionally, we strategically executed a bolt-on acquisition, becoming the first licensed medical cannabis distributor in Germany. Our achievements gained recognition, leading to a successful public listing on the Toronto Stock Exchange in March 2022. Subsequently, we were acquired by NASDAQ-listed company FloraGrowth (Ticker: FLGC) in December 2022. Throughout our journey, we solidified our position as trailblazers in the global wellness industry, operating and driving sales across Canada, the US, Latin America, and Europe.Acquired by NASDAQ listed FloraGrowth (Ticker:FLGC) in December 2022. -
Strategic AdvisorThoughtful Brands Inc. Sep 2020 - Dec 2021Thoughtful Brands is a leading e-commerce formulator and distributor of functional wellness and health supplements products. Advised them on optimizing their supply chain, internal financials, capital markets strategy and closing of their $600,000 capital raise. -
Founding Team | Director Of FinanceKhiron Life Sciences Corp. Feb 2017 - Jun 2018Toronto, Ontario, CaOne of first employees supporting Co-Founders of Latin American focused CBD and medical cannabis company with first cultivation license in Colombia and medical clinic network prescribing therapies to patients in Latin America. Over $30mm raised and scaled from <5 employees to 80+ and go public on Toronto stock exchange in May 2018 with a concurrent raise of $20 million.TSX-V: KHRN -
Investment Analyst - Private Capital GroupMacquarie Group May 2015 - Jun 2017Sydney, Nsw, AuMacquarie is one of the largest investors in infrastructure and natural resources in the world. Worked in metals and mining private equity and structured debt group to due diligence deals across precious and base metals assets primarily in West Africa and Latin America. -
Equity Research Associate - Transportation And LogisticsScotiabank - Global Banking And Markets Jan 2013 - Apr 2013Toronto, Ontario, Ca -
Sales And Trading InternUbs May 2012 - Aug 2012Zurich, Ch
Nate Shantz, Cfa Education Details
-
Yale School Of ManagementMaster Of Business Administration - Mba Program -
Wilfrid Laurier UniversityFinance
-
University Of NavarraEuropean Finance And Advanced Spanish
-
Oakville Trafalgar High School
Frequently Asked Questions about Nate Shantz, Cfa
What company does Nate Shantz, Cfa work for?
Nate Shantz, Cfa works for Grey River Associates
What is Nate Shantz, Cfa's role at the current company?
Nate Shantz, Cfa's current role is Partner.
What schools did Nate Shantz, Cfa attend?
Nate Shantz, Cfa attended Yale School Of Management, Wilfrid Laurier University, University Of Navarra, Oakville Trafalgar High School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial