Functional Skills
Business Analysis
Business Development
Business Planning
Financial Modeling
Investor Relations
Operational Due Diligence
Strategic Planning
Venture Capital Investing
Real Estate Investing
Budgeting
Agile Software Development
Procurement
Business Operations
Operations Management
Private Equity Investing
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Financial Services
Healthcare
Real Estate
Technology
Experience
Bloomfield & Co, Inc.
Finance
Founder & Chief Executive Officer
4/2023 - Present
• Bloomfield & Co is comprised of a team of capital raising experts who have raised over $50M in debt and equity financing across several industries. We help CEOs, CFOs, and M&A teams with assessing their capital raising needs and connecting them with debt and equity investors to successfully raise capital.
FGC HEALTH LP
Corporate Strategy & Development
Fundraising / M&A Consultant
4/2023 - 1/2024
• FGC Health LP acquires and consolidates independent pharmacies across Canada. In my capacity with FGC I focused on completing a debt refinancing for their entire pharmacy portfolio (~$45M) to enable them to continue to scale across the Canadian market.
• Additionally, I also assisted in the process of securing financing for individual pharmacy acquisitions.
• Additionally, I also assisted in the process of securing financing for individual pharmacy acquisitions.
Blackthorn Investment Group, Inc.
Finance
Director of Investor Relations – Real Estate Division
1/2021 - 4/2023
• Due to extensive growth transitioned to focusing on securing financing and raising capital for both new acquisitions and rehab projects for the company's existing real estate portfolio.
• Secured $15M+ in both debt and equity financing fueling rapid expansion into new markets in Northwest Ontario (Owen Sound, Wasaga Beach, Collingwood, Tiny Township).
• Expanded network of syndicated investors and debt lenders from sixty (60) to one hundred and twenty-five (125) individuals; responsible for landing the companies first ever institutional financing deal.
• Launching a General Partner/Limited Partner (GP/LP) real estate investment fund forthe organization.
• Secured $15M+ in both debt and equity financing fueling rapid expansion into new markets in Northwest Ontario (Owen Sound, Wasaga Beach, Collingwood, Tiny Township).
• Expanded network of syndicated investors and debt lenders from sixty (60) to one hundred and twenty-five (125) individuals; responsible for landing the companies first ever institutional financing deal.
• Launching a General Partner/Limited Partner (GP/LP) real estate investment fund forthe organization.
Blackthorn Investment Group, Inc.
Corporate Strategy & Development
Director of Real Estate & Investor Relations
10/2019 - 1/2021
• Oversaw all management and growth of the organization which included driving acquisitions, securing financing and private capital, and driving property management of our real estate portfolio.
• Grew the organization more than 3X in size from two (2) buildings and twenty-one (21) units to five (5) buildings and a total of eighty-three (83) units in a 15-month period.
• Raised $5M+ in funding from private lenders, angel investors and institutional lenders.
• Increased the value of the portfolio by several Millions of dollars through implementation of the BRRRR strategy (buy, rehab, rent, refinance, repeat).
• Grew the organization more than 3X in size from two (2) buildings and twenty-one (21) units to five (5) buildings and a total of eighty-three (83) units in a 15-month period.
• Raised $5M+ in funding from private lenders, angel investors and institutional lenders.
• Increased the value of the portfolio by several Millions of dollars through implementation of the BRRRR strategy (buy, rehab, rent, refinance, repeat).
Academic Technology Ventures, Inc.
Start-Up
Senior Manager of Technology Acquisition & Portfolio Operations
8/2015 - 9/2019
• Oversaw entire technology and business licensing acquisition process of 200+ technologies within four years. Lead comprehensive evaluations/due diligence activities of technology and intellectual property ventures, including assessment of domestic and global markets and business model, business strategy, and development requirements to be commercially viable.
• Directed all business operations of a group of companies comprised of eight (8) diverse technology start-ups.
• Developed financial and market forecasts, business plans and investor pitches. Sourced and negotiated strategic partnerships with multi-billion dollar companies. Identified and secured investors (including angel funding).
• Recruited and provided leadership to a team of key personnel, advisors, and consultants.
• Provided oversight of the product development of technology and proof of concept to drive businesses to commercialization; liaised with multiple stakeholders (inventors, third-party vendors, business partners, and investors).
• Successfully negotiated multiple licensing deals (upfront fees, patent reimbursements, royalties, and equity); secured disruptive technologies from notable public institutions, e.g., U.S. Department of Energy.
• Directed all business operations of a group of companies comprised of eight (8) diverse technology start-ups.
• Developed financial and market forecasts, business plans and investor pitches. Sourced and negotiated strategic partnerships with multi-billion dollar companies. Identified and secured investors (including angel funding).
• Recruited and provided leadership to a team of key personnel, advisors, and consultants.
• Provided oversight of the product development of technology and proof of concept to drive businesses to commercialization; liaised with multiple stakeholders (inventors, third-party vendors, business partners, and investors).
• Successfully negotiated multiple licensing deals (upfront fees, patent reimbursements, royalties, and equity); secured disruptive technologies from notable public institutions, e.g., U.S. Department of Energy.
Amenity Healthcare Inc.
Corporate Strategy & Development
Manager of Business Development
10/2014 - 8/2015
• Led and managed the operational due diligence process related to acquiring and integrating multiple independent pharmacies into the organization (a $10 million annual portfolio). Integration projects involved the transition of drug plans, inventory, IT infrastructure, staffing, strategic partnerships, and consolidating all other existing services within the pharmacy.
• Pioneered an operations playbook model for the evaluation of business acquisitions and revenue expansion opportunities to dramatically streamline processes and facilitate rapid growth from six (6) pharmacies to thirty (30).
• Evaluated and implemented revenue generating opportunities to expand business and increase customer traffic such as ATMs and passport photo services.
• Worked with and negotiated some of the largest brand partnerships in Canada (most notably Tim Hortons).
• Pioneered an operations playbook model for the evaluation of business acquisitions and revenue expansion opportunities to dramatically streamline processes and facilitate rapid growth from six (6) pharmacies to thirty (30).
• Evaluated and implemented revenue generating opportunities to expand business and increase customer traffic such as ATMs and passport photo services.
• Worked with and negotiated some of the largest brand partnerships in Canada (most notably Tim Hortons).
Norima Consulting Inc.
Management Consulting
Business Development and Organizational Change Consultant
1/2014 - 10/2014
• Consulted in the area of human resources and organizational redesign with a major municipal government service overseeing all city of Winnipeg bus transportation (Winnipeg Transit).
• Conducted job assessments to determine opportunities for productivity improvements.
• Conducted job assessments to determine opportunities for productivity improvements.
Boyd Windshield Repair
Start-Up
Managing Partner
2/2013 - 9/2013
• Spearheaded strategic plan and directed all operations of a multi-unit business, including recruiting and leadership of management team, site selection and leasing, budget development, financial and business processes, policies, equipment procurement, HR and training programs, signage and marketing materials.
• Forged a partnership with the Boyd Group Inc., the largest auto collision company in North America, negotiating an agreement with the organizational President.
• Launched a mobile windshield repair kiosk division for Boyd, which included 18 locations across Manitoba that significantly increased market exposure, brand recognition and revenues.
• Forged a partnership with the Boyd Group Inc., the largest auto collision company in North America, negotiating an agreement with the organizational President.
• Launched a mobile windshield repair kiosk division for Boyd, which included 18 locations across Manitoba that significantly increased market exposure, brand recognition and revenues.
DECO Windshield Repair
Operations
District Manager
3/2011 - 10/2012
• Oversaw the daily operations of the Manitoba, Ontario and Saskatchewan region with 90 locations, 100 employees, and $1.25 million in revenues.
• Spearheaded the company's first expansion into Ontario and opened 50 locations.
• Spearheaded the company's first expansion into Ontario and opened 50 locations.