Hire the Best Mergers & Acquisitions Specialists
in Canada

[New to Upwork! Offering services at significantly reduced rate to gain reviews.] With over a decade of experience in investment banking, private equity, and capital raising, I help businesses and investors make better decisions, raise capital, and structure successful deals. My background includes working at top-tier investment firms across North America and Asia. I have led multi-billion-dollar fundraising efforts, advised on business valuations and acquisitions, and supported entrepreneurs and investment firms in setting up and structuring private equity funds. Whether you're raising a fund, evaluating an investment opportunity, negotiating a transaction, or developing a capital strategy, I can bring hands-on expertise and strategic insight to help you succeed. My core strengths include: - Reviewing and analyzing investment opportunities and business plans - Business valuations and financial modeling - Private equity fund setup and structuring - Fundraising strategies and investor presentations - Business negotiations and deal structuring - Strategic planning and business leader coaching I work closely with founders, executives, investors, and fund managers to deliver practical, high-quality advice and support, always focused on getting real results. If you need a partner who understands deals, capital raising, and the business of growth, I’d be happy to connect.

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 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. - As a Domain Name Broker, I brokered the sale of a 3-Letter .com Premium Domain Name to a Domain Name Investor in Canada. – 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'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

As a Chartered Financial Analyst (CFA) and Master of Finance (MFin) from one of the renowned business school with 6+ years in corporate finance including consulting experience in M&A transaction advisory, I have developed expertise in preparing dynamic financial models, conducting Financial Due Diligence(FDD), preparing Quality of Earning report (QoE), writing comprehensive pitch book, CIM, teasers to support in raising capital, data analytics to find insights and presenting the output in a visually intuitive dashboard. I have worked with the Royal Bank of Canada (ex-RBC) and a boutique consulting firm as an Assistant Manager providing off-shore strategic support on M&A transactions within the lower-middle market to Private Equity in North America. Here are the key highlights of my experience: 1. Private Equity- Consumer Goods and Healthcare- Each Deal Size: $10 Million to $100 Million Off-shore support to M&A team of a USA Private Equity in Consumer Goods and a Canadian Private Equity in the healthcare sector. I was a pivotal part of 10+ deals and evaluated the financial statements, analyzed the historical trends, consolidated financial data from multiple sources to conduct financial due diligence, prepared details financial models including LBO models, recommended optimal transaction structure, reviewed the critical metrics through screening criteria for acquisition, preparing internal reports for stakeholders. I have also supported them in preparing a comprehensive pitchbook including Confidential Information Memorandum (CIM) and Teasers. The presentation reports were pivotal in raising capital and preparing and analyzing deal documents including LOI, SPA/APA. 2. Quality of Earning reports in a Strategic Buyout in GCC with a deal size of approximately $100 Million Prepared a detailed Quality of Earnings(QoE) report within the packaging industry in GCC covering working capital cycle and aging, revenue component analysis, normalized EBITDA calculation, Leverage analysis, operational due diligence, and comments on accounting practice. The reports helped the client in negotiating the deal by approximately 10 Million. 3. Investment Bank- Diversified Sectors Prepared Teasers, and CIM in renewable, hospitality, and technology sectors. Written research reports within the Industry and gathered and consolidated documents and compliance requirements to commence a fund in Dubai International Financial Centre (DIFC) 4. Financial models including DCF and relative valuation for clients within Manufacturing Industry, Healthcare (Cell & Gene Therapy), circular economy, and technology sector.

I help businesses achieve their strategic goals and drive growth. With experience in mergers & acquisitions, I offer a comprehensive suite of services including financial analysis, modeling, valuation, projections, and negotiation. How I Can Help: Strategic Insight: Providing actionable insights that align with your business goals. Financial Analysis: Conducting detailed financial analysis to support decision-making. Financial Modeling: Developing robust financial models for planning and forecasting. Valuation: Performing thorough valuations to guide investment decisions. Projections & Forecasting: Creating detailed financial projections to support decision-making and secure funding. Negotiation Skills: Skilled in negotiating deals that maximize value and minimize risk. If you're seeking a finance and strategy partner who can provide expert guidance and support, let's connect and explore how I can contribute to your business' success.