Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Management
Financial Modeling
Strategic Planning
Project Management
Investment Banking
Investor Relations
Venture Capital Investing
Private Equity Investing
Real Estate Investing
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Bloomberg
Capital IQ
Sector Experience
Financial Services
Real Estate
Telecom
Notable Clients
Gordon & Betty Moore Foundation
GTA Land Developer & Home Builder
Experience
Mullins & Associates Consulting Ltd.
Management Consulting
Independent Consultant
5/2025 - Present
Consulting on a variety of projects as well as prospecting small businesses in the GTA and Vancouver area for acquisition. Generally targeting businesses outside of retail / hospitality with $150K-$1M EBITDA, current ownership willing to retain a minority equity stake, and a strong component of repeat sales or recurring revenue.
Break
Other
Career Break
3/2024 - 4/2025
• Moved to Australia to be with my partner as she finished a Master's degree
• Drove 35,000km around Australia with my partner; remote off-road touring, fishing, trail running
• Built out a 2009 Land Cruiser Prado with drawers, fridge, 12-volt power, satellite internet, etc.
• Drove 35,000km around Australia with my partner; remote off-road touring, fishing, trail running
• Built out a 2009 Land Cruiser Prado with drawers, fridge, 12-volt power, satellite internet, etc.
Gordon & Betty Moore Foundation (remote)
Finance
INDEPENDENT CONSULTANT
9/2023 - 2/2024
• Advised on the management and investment strategy of the portfolio of hedge fund investments
Confidential
Corporate Strategy & Development
Large scale land developer and home builder
7/2022 - 11/2023
• Led sales process encompassing the business and its 7,000+ home inventory across 25 projects
• Advised Owner & President in evaluating options and opportunities as he anticipated retirement
• Coordinated between executive team and external advisers (tax, M&A, legal) to prepare financial and operating models, confidential marketing materials and purchase and sales agreements
• Negotiated 150+ NDAs with North American and international buyers
• Secured, but ultimately declined, non-binding bids from strategic and financial buyers
• Advised Owner & President in evaluating options and opportunities as he anticipated retirement
• Coordinated between executive team and external advisers (tax, M&A, legal) to prepare financial and operating models, confidential marketing materials and purchase and sales agreements
• Negotiated 150+ NDAs with North American and international buyers
• Secured, but ultimately declined, non-binding bids from strategic and financial buyers
Gordon and Betty Moore Foundation
Finance
Investment Associate, Hedge Fund Strategies
1/2019 - 7/2022
• Supported the Dir. of Hedge Fund Strategies in investing/managing all aspects of the hedge fund portfolio
• Sourced and tracked prospective hedge fund investments, conducted meetings and lead due diligence on existing and prospective managers; authored and presented investment reviews and proposals
• Analyzed portfolio holdings, exposures, liquidity, and investment performance; performed quarterly hedge fund portfolio and manager reviews; developed annual total portfolio strategic reviews
• Researched total portfolio hedging strategies to support the Director of Portfolio Strategy & Operations
• Authored a report to support the foundation's President as part of a strategic internal grantmaking review
• Built total portfolio reporting tools for the CIO within newly onboarded portfolio management platform
• Sourced and tracked prospective hedge fund investments, conducted meetings and lead due diligence on existing and prospective managers; authored and presented investment reviews and proposals
• Analyzed portfolio holdings, exposures, liquidity, and investment performance; performed quarterly hedge fund portfolio and manager reviews; developed annual total portfolio strategic reviews
• Researched total portfolio hedging strategies to support the Director of Portfolio Strategy & Operations
• Authored a report to support the foundation's President as part of a strategic internal grantmaking review
• Built total portfolio reporting tools for the CIO within newly onboarded portfolio management platform
Td Securities (TD Bank Group)
Information Technology
Investment Banking Analyst, Communications, Media & Technology
8/2017 - 11/2018
• Developed bespoke valuation models and provided strategic rationale to support sell-side mandates
• Devised framework to determine market receptivity for IPO candidates, conducting shareholder targeting analysis, summarizing industry trends and analyzing financial performance
• Devised framework to determine market receptivity for IPO candidates, conducting shareholder targeting analysis, summarizing industry trends and analyzing financial performance