• Lead global deal sourcing, diligence, financial modelling, execution, and negotiation for a consolidator of contact centre and telecom network software/technology businesses (TSX: ENGH)

• Responsible for all aspects of the deal life-cycle (sourcing, diligence, negotiation, and integration) on a global basis, including platform and tuck-in acquisitions• Led all workstreams for the final sale and successful exit process for the SaaS business• Executed multiple divestments (collectively comprised of transactions across the United States, Australia, Netherlands, South Africa, UK, and New Zealand)• Interim leader of sales operations team during transitional period (2020/2021)

• Sourced and executed majority investments in profitable SMEs in the technology, manufacturing, and building materials industries across Canada and the United States• Represented the firm as member/advisor on portfolio company boards of directors

• Led financial due diligence for several acquisitions across Canada and the United States • Directed finance and other cross-functional teams for the integration of acquired companies• Managed global team of professionals responsible for acquired companies’ financial operations• Internal lead for finance transformation project; worked with new CFO and external consultants to improve finance organization• Collaborated with senior management on ad-hoc strategic projects

• 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Delivered financial due diligence services to corporate and private equity clients on transactions ranging $2 million to $2 billion across multiple industries, including: insurance, energy, metals & mining, internet & telecom, life sciences, media & entertainment, and software• 𝐑𝐞𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐚𝐧𝐝 𝐈𝐧𝐬𝐨𝐥𝐯𝐞𝐧𝐜𝐲: Managed operational and financial functions for a multi-location long-term care and retirement residence business under creditor protection; prepared the business for an exit transaction, resulting in its sale and the return of capital to key lenders