Sean Martin Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

• Led the creation of new Investment Banking business unit focused on Financial Institutions and Financial Technology sectors in Canada • Active advisory practice with notable transactions including: -myHSA, advisor on sale to People Corp. -Ascendant FX, advisor on majority sale to Battery Ventures -Harbourfront Wealth, advisor on majority sale to Audax Private Equity ($425mm) -Financeit, advisor on sale to Wafra (~$400mm) -Surex, advisor on majority sale to IA Financial Group -iFinance, advisor on sale to Iceberg Finance -goeasy, advisor on acquisition of LendCare for $320mm -Wagepoint, advisor on majority equity raise from PSG -Community Trust Company, advisor on sale to Questrade -Symbility Solutions, advisor on sale to CoreLogic for $160mm -Kanetix, advisor on sale to Ontario Teachers' Pension Plan Private Capital -TIO Networks, advisor on sale to PayPal for $302mm -Engage People, minority equity capital raise from Lovell Minnick -ECN Capital, advisor on its acquisition of Service Finance -Home Capital sale of its payments business -Innova Gaming, advisor on its sale to Pollard Banknote -Laurentian Bank, advisor on its purchase of assets from TD Bank, $600mm • Established capital markets presence for Canadian financial services with new Equity Analyst and equity underwritings for goeasy, Propel Holdings, Payfare, Definity Financial, Intact Financial, Element Fleet, ECN Capital, D+H and others• Corporate Development role includes the assessment of various strategic opportunities and the completed acquisition of 3Macs, an investment firm based in Quebec and Oak Trust, a federal trust company

Toronto, Canada Area

Director 2011-2014; Vice President 2008-2010; Associate 2005-2007• Key member of Financial Institutions Group, providing corporate finance and advisory services to clients within all financial sectors including: banks, life insurance, P&C insurance, alternative lenders, wealth management, stock exchanges, credit unions and various financial service provides (e.g. brokers)• Financial Technology practice lead; successfully built new sub-sector focus and expanded client base• Primary relationship manager for a number of top-tier clients with a track record of converting prospective clients into actionable revenue opportunities

Toronto And Hong Kong

• Supported the treasury and capital management functions for Manulife’s global operations • Assisted with external transactions to raise capital and the internal merger of corporate entities• Prepared term sheets, prospectuses, valuation models and financial strategy reports• Management Development Program; four six-month rotations: Asia Regional Development, Investment Management, Risk Management and Wealth Management Strategy

Guelph And Toronto

Personal banker for a portfolio of clients: developed financial plans, structured investment portfolios and approved credit applications; obtained Certified Financial Planner (CFP) designation

Masters Of Business Administration, Mba

Activities and Societies: Graduate Business Council; Rotman Scholar

Ba

Activities and Societies: Senate; University Students' Council; President, Saugeen Maitland Hall