Functional Skills
Market Research
Investment Banking
Financial Modeling
Strategic Planning
Business Development
Financial Planning & Analysis (FP&A)
Good Manufacturing Practice (GMP)
Private Equity Investing
Marketing Analytics
Software Skills
Microsoft Excel
Microsoft PowerPoint
Bloomberg
Capital IQ
Hubspot
Sector Experience
Financial Services
Healthcare
Industrials
Manufacturing
Real Estate
Languages
English
French
Romanian
Notable Clients
Canada Diagnostic Centers
Freedom Pet Supplies
Experience
Novacap Investments
Finance
Private Equity Associate – Industries Team
6/2023 - 3/2025
• Novacap is one of the most prominent Canadian buyout and growth equity firms with over $10 billion of AUM
• Evaluating investment opportunities with detailed financial models and market research on new potential investments
• Collaborating closely with portfolio companies to develop and execute strategic growth and M&A initiatives
• Assisting CFO of portfolio companies with FP&A efforts for board analysis and presentations
Selected Portfolio Companies:
• Canadian Diagnostics Centres – Actively engaging in M&A to roll up the Canadian medical imaging space
• Freedom Pet Supplies (Part of closing deal team) – Working closely with management to execute on growth strategy
• Smyth Companies – Assisted in the successful sale process to Crestview Partners
• Evaluating investment opportunities with detailed financial models and market research on new potential investments
• Collaborating closely with portfolio companies to develop and execute strategic growth and M&A initiatives
• Assisting CFO of portfolio companies with FP&A efforts for board analysis and presentations
Selected Portfolio Companies:
• Canadian Diagnostics Centres – Actively engaging in M&A to roll up the Canadian medical imaging space
• Freedom Pet Supplies (Part of closing deal team) – Working closely with management to execute on growth strategy
• Smyth Companies – Assisted in the successful sale process to Crestview Partners
National Bank of Canada
Finance
Investment Banking Analyst, Mergers & Acquisitions
6/2022 - 5/2023
• Prepared full-fledged financial models to advise companies on M&A
• Assisted in the analysis and preparation of marketing & discussion material for several transactions
• Participated in several management meetings to discuss model forecasts, strategic alternatives, and execution strategies
Selected Transactions
• Buy-side advisory mandate for Beton Provincial on the acquisition of the Quebec assets of CRH
• Recapitalization mandate for a hardware & construction retail company
• Assisted in the analysis and preparation of marketing & discussion material for several transactions
• Participated in several management meetings to discuss model forecasts, strategic alternatives, and execution strategies
Selected Transactions
• Buy-side advisory mandate for Beton Provincial on the acquisition of the Quebec assets of CRH
• Recapitalization mandate for a hardware & construction retail company
BDG & Partners
Finance
Private Equity Analyst, Intern
9/2020 - 12/2020
• Middle market fund specializing in leveraged buyouts in the manufacturing and distribution space
• Worked on the acquisition of Pakfab, and the exit of Cendrex
• Conducted in-depth operational and financial analysis to present to senior management and investment committee
• Worked on the acquisition of Pakfab, and the exit of Cendrex
• Conducted in-depth operational and financial analysis to present to senior management and investment committee
Walter Capital Partners
Finance
Private Equity Analyst, Intern
9/2019 - 12/2019
• Middle market family office specializing in leveraged buyouts and growth equity
• Worked on several investments and tuck-in acquisitions with an aggregate deal value of over $200M
• Developed several full-fledged LBO models for acquisitions with complex deal structures
• Worked on several investments and tuck-in acquisitions with an aggregate deal value of over $200M
• Developed several full-fledged LBO models for acquisitions with complex deal structures
MSP Corp
Finance
Investment Analyst
1/2019 - 8/2019
• Roll-up corporation focusing on IT managed service providers
• Was hired as the first employee and worked on the first three transactions, as well as assisted in preparing the initial fundraising deck used to secure debt and equity financing
• Sold to Alfar Capital & Walter Capital for $100M+ in 2022
• Was hired as the first employee and worked on the first three transactions, as well as assisted in preparing the initial fundraising deck used to secure debt and equity financing
• Sold to Alfar Capital & Walter Capital for $100M+ in 2022