Acquisitions and value creation

www.pikespeakcapital.caProviding a comprehensive suite of advisory services across the spectrum of Corporate Development and Strategy.Current Mandates:-Strategy advisory to a Private Equity General Partner-Various projects for an Alberta Crown Corporation-Direct investment on behalf of a family officeSelect Past Mandates:-Strategic advisory for Innovative Fuel Systems-Strategy development for a consumer packaged goods (CPG) business-Various initiatives for a US-based SaaS business-Strategic planning for a US VC-backed FinTech, an Industrial Services Company, and a Medical Sciences -company-Advising an investment firm on buy-side acquisitions-Advisory for a high-growth company raising new debt and equity capital-Process framework design, creation, and implementation for a Government entity-Project finance for a joint venture-Special project advisory for Haisla First Nation-Advisory for Refresh Financial, an established Canadian FinTech (acquired by Borrowell)-M&A advisory (sell) - Successful CCAA sale of KORITE International-M&A advisory (buy) - Successful investment by Mikisew Cree First Nation, through its business arm, the Mikisew Group of Companies, in Alberta PowerLine, a high voltage power transmission line (Fort McMurray West 500-kV Transmission Project)-M&A advisory (sell) - Privately-held heavy civil construction company-Successful divestiture of assets for a food manufacturing company-Valuation for an oil and gas manufacturing business-Valuation for an industrial manufacturing company-Valuation for an oil and gas services business (x6)-Development of a complex financial model for a privately-held conglomerate for use in corporate FP&A-Development of a complex financial model for a publicly traded, Canadian company with a multibillion-dollar market cap-Building financial models for an investment group owning multifamily real estate-Shortlisting acquisition targets on behalf of a family office

Mergers and acquisitions, investments, and focused asset management for value creation

Mergers & acquisitions, investments, and related projects

Company acquired

-Diversified Mid-Market M&A, capital advisory, corporate development, strategic options analysis

-Direct investment in OECD based infrastructure-Focus: power & utilities, wind, LNG, & special situations

-Finance 301 & 501-Assisted with Ph.D Study: “The Value Added by SEC Mandated Disclosure - The Case of Banks" By: Andras Marosi, Nadia Massoud and Igor Semenenko

Business development, marketing, client relations, investment analysis

Summer coverage of routes across Edmonton and Northern Alberta

Parts and service department - scheduled service and parts orders, educated customers on basic repairs, found specific parts from book or online sources based on make and model, sold lots of expensive imported laundry detergent