M&A · Capital Markets · Valuations · Fractional CFO
I help ambitious companies raise capital, buy and sell businesses, and build the kind of investor confidence that creates long-term shareholder value.
Based in Montreal · English & French
10+
Years in corporate development, M&A and capital markets
$136M
Series E financing supported at FLO EV Charging
$200M–$5B
Market cap range of public companies advised
CFA
Charterholder since 2019 · McGill University
About
I’m an entrepreneurial-minded finance professional with experience across corporate development, investment banking, mergers & acquisitions, valuations and capital raising. I’ve worked at and with NASDAQ- and TSX-listed companies, pre-IPO and venture-backed businesses, and small and mid-cap companies.
Today I’m Director, Capital Markets at Alliance Advisors, where I help public companies build investor confidence, sharpen their messaging and strengthen relationships with investment bankers, research analysts and investment advisors.
Before that, I was part of the corporate development team behind FLO EV Charging’s $136M Series E. At Laurentian Bank Securities, I supported equity, debt and M&A mandates for technology and industrials companies with market caps from $200 million to $5 billion. At Neptune Wellness Solutions, I led a full-cycle acquisition from target identification through integration.
Earlier in my career I built valuation models and supported sell-side and buy-side mandates at The MFA Companies and Crowe BGK, and managed working capital and cash flow as a business analyst at Eleven75 Group.
Alongside my role, I partner with companies as an advisor, investor, board member or fractional CFO, especially in technology, industrials, consumer and sustainability-related businesses.
Experience
Director, Capital Markets
Help corporate issuers find institutional and retail investors, identify and manage sell-side research analyst relationships, and support capital raises by matching investment bankers with issuers
Senior Manager, Corporate Development
Supported corporate and infrastructure equity raises, including FLO’s $136M Series E round: assisted with the preparation of investor materials, financial models, investor outreach and due diligence calls. Supported financial and technical due diligence on potential acquisition targets for Investment Committee
Associate, Investment Banking · Diversified Technology & Industrials
Supported equity issuances, debt offerings and M&A mandates for public companies ($200M–$5B market cap). Worked with CFOs and IR teams on capital structure and investment ideas, and connected issuers with institutional investors
Senior Financial Analyst, M&A
Led a full-cycle acquisition: target identification, valuation, Investment Committee, negotiation, due diligence and integration, including leading the integration team and post-closing adjustments
Business Analyst
Worked across sales, e-commerce and operations to manage inventory, forecast working capital and optimize cash flow
Valuation Analyst
Built valuation models for GAAP and tax purposes (stock valuations, purchase price allocations, 409A, estate planning) and supported sell-side and buy-side mandates with pitchbooks, CIMs and models
Analyst, Mergers & Acquisitions
Drafted teasers and CIMs, built buyer lists, managed buyer inquiries and negotiated terms on middle-market sell-side mandates
Designation
CFA® Charterholder (2019)
Education
McGill University: B.Com., Finance & Entrepreneurship · Graduate Diploma in Applied Finance (Dean’s Honour List)
Languages
English & French
Selected mandates
A sample of transactions and engagements. Client names are withheld for confidentiality.
Sell side
Buy side
Capital raising
Valuation
Financial Planning and Analysis / Fractional CFO
Work with me
Hands-on help for executives: financial strategy, go-to-market, partnerships and capital planning.
Board and advisory seats, and investment, in promising companies in technology, industrials, consumer and sustainability.
Financial, operational and strategic due diligence to support the acquisition of a company.
Full-cycle support to prepare, market and sell your business, from valuation through closing.
Valuation reports to support litigation, board decisions, minority shareholder buyouts, or testing the waters for an eventual sale.
Financial models, forecasting, working capital and cash flow management: senior finance leadership without a full-time hire.
Contact
Whether it’s a venture, a partnership, or you just want to talk shop, drop me a line.