Hire the Best Mergers & Acquisitions Specialists
in Canada

RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

I'm a finance professional with deep experience in business valuation, financial modeling, and strategic planning—especially for small and medium-sized businesses looking to grow, raise capital, or gain clearer insight into their financial performance. •Business valuation and financial modeling (3 statement models, scenario analysis and projections) • Budgeting, forecasting, investment and capital planning • Pitch deck creation and presentation material

I am a finance and accounting professional with over 7 years of industry experience, who excels in financial modelling, financial planning & analysis, company valuation, financial statement analysis, and more. I take immense pride in helping clients achieve their financial goals and I have experience working with businesses in many different industries. Here's what I will bring to your project: -Robust, professionally presented financial models with a focus on accuracy -Extensive experience analyzing large data sets and deriving actionable recommendations -Responsiveness and reliable communication -Commitment to making the necessary revisions to my work, ensuring you are 100% satisfied with the final product. Please don’t hesitate to reach out so we can schedule an introductory call where I can learn more about your needs. Regards, Connor F., CFA, CPA

💰I 𝗔𝗻𝗮𝗹𝘆𝘇𝗲 𝘆𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀 to 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗼𝗽𝘁𝗶𝗼𝗻𝘀. 🏦𝗜 𝘄𝗮𝘀 𝗖𝗘𝗢/𝗠𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝗦𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗼𝗳 𝗮 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. 𝗦𝗶𝗻𝗰𝗲 𝟮𝟬𝟬𝟳, 𝗜'𝗺 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿/𝗠&𝗔 𝗔𝗱𝘃𝗶𝘀𝗼𝗿. 💰 𝗔𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗦𝗵𝗮𝗿𝗲𝘀 𝗶𝗻 𝗮 𝗷𝘂𝗻𝗶𝗼𝗿 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. Sold the Majority Shareholder control to a BVI investment fund. 🏦 𝗙𝗼𝘂𝗻𝗱𝗲𝗱 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗳𝗶𝗿𝗺 𝗶𝗻 𝟮𝟬𝟬𝟳 that serves private and corporate investors & entrepreneurs looking to invest in, buy, and sell businesses. 𝗠&𝗔 𝗗𝗲𝗮𝗹 𝗦𝗼𝘂𝗿𝗰𝗶𝗻𝗴 & 𝗢𝘂𝘁𝗿𝗲𝗮𝗰𝗵 - I research, qualify, and deliver a list of potential Buyers or Sellers for your Business. 𝗔𝘀 𝗮 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁, I recommend Funding options to businesses. 𝗔𝘀 𝗮 𝗕𝗿𝗼𝗸𝗲𝗿, I shop around for Loan or Investment Offers from Lenders & Investors in the U.S., Canada, and Europe. 𝗧𝘆𝗽𝗲𝘀 𝗼𝗳 𝗟𝗼𝗮𝗻𝘀 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 include: - Preferred and Common Share Equity Investments - Convertible Debt - Lender-to-Lender Financing - Revenue-based Financing or Cash Flow Loans - Term Loans - Lines of Credit - Bridge Financing - Equipment Financing - Purchase Order Financing - Factoring - Business Acquisition Financing - Inventory Loans - Asset-based Loans - Mezzanine Financing… and more. 𝗦𝗘𝗡𝗗 𝗠𝗘 𝗔 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 and let's get to work. 𝗦𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: – Obtained $1 Million in revenue-based funding for a California e-commerce furniture business from a Canadian royalty financing public company. – I sold a $1.3 Million online games business in Germany to a Hong Kong investor. – I raised capital from a Manchester (UK) investor for an OTC-listed U.S. public company. I was CEO & Controlling Shareholder of the public company, and later sold control to a British Virgin Islands investment fund owned by Hong Kong investors. – Looking for investments in Canada in retail, manufacturing, and traditional businesses for a $400 Million Hong Kong investment fund. – Raising $10 Million for a Canadian cleantech company – Raising $2 Million for a California invoice factoring company – Raising $1 Million for a Florida car dealership operator – Sourcing acquisition targets for a Toronto IT/MSP operator that is looking to buy other IT/MSP businesses for up to $3 Million in the U.S. and Canada. – Looking for reverse merger and acquisition targets for CSE, TSX-V, and OTC public companies. – I'm arranging a reverse merger between a Houston clean energy junior public company and a private target company. – Raising up to $300,000 in a Canadian government-funded BDC Loan for a Canadian retail business. – Raising $5 Million in pre-IPO Funding for a Hong Kong IT Services company. – As a Domain Name Broker, I researched and negotiated Premium Domain Name Acquisitions & Sales of over $670,000 for clients. – Performed Investor Research to identify Family Offices, Accredited Investors, Search Funds, and Investment Funds for clients. – Researched and identified family offices, private equity funds, and search funds that specialize in HVAC/Plumbing investments and acquisitions. To sell HVAC, Plumbing, Electrical, and Roofing companies to investors. – Raising $8 Million in Acquisition Financing for a Wyoming Investor Group to buy a Colorado construction company... and more. If you need Investors in Canada, Loans in Canada, Investors in U.S., Loans in U.S., Investors in Europe, Loans in Europe, Mergers and Acquisitions Research, Investor Research, or Lender Research - send me a message today.

I work with businesses that need stronger financial visibility, better decision support, and practical strategic finance expertise. I am a CFA charterholder. My background includes experience across M&A, equity research, strategic analysis, and operational finance. I have supported businesses and investors with financial modeling, valuation, forecasting, cash flow planning, reporting, and broader business analysis. This allows me to approach projects with both an investor’s lens and an operator’s mindset. Areas I commonly help with include financial modeling, forecasting, budgeting, cash flow planning, profitability analysis, valuation work, and financial reporting. I also support businesses that want clearer insight into performance and more structure around financial decision-making. I aim to deliver work that is thoughtful, practical, and easy to use — not just technically sound, but genuinely helpful for making decisions. If you are looking for strong analytical support paired with real business judgment, I’d be happy to connect.