Principal, Quebec Lead
Financial Services, Diversified
Principal, Quebec Lead
Alain has close to three decades of experience, principally in senior executive operating and financial roles in public companies in the financial services and technology industries. His career also includes roles in the private equity and investment banking industries. Prior to joining Origin, Alain was a Senior Partner at Novacap Inc, a leading Canadian private equity firm. Previous senior positions include roles as President and CEO of Bourse de Montréal Inc. and Group Head of Derivatives and fixed income markets, TMX Group, as well as CFO and COO roles at mdf Commerce, a TSX-listed company. Alain also has extensive experience in corporate governance, having served on numerous public and private company boards. Currently, he is Lead Director and board member of GURU Organic Energy Inc, a TSX-listed company with a $500M+ market capitalization.
Alain holds a Bachelor of Commerce from HEC Montréal and an MBA from INSEAD. He is also a CPA, having earned his CA designation. Alain’s select transaction list includes
• Co-lead partner in the $350M fund raise for Novacap Financial Services Fund 1; involved in close to $75M in deployments in the insurance sector
• Lead partner in the $30M acquisition of Marine Press of Canada by Champlain Financial Corporation
• CFO and key executive on the $1B combination of TSX Group and Montreal Exchange Inc
• Lead executive on Montreal Exchange Inc.’s $75M control investment in BOX Options Exchange LLC
• Chair of Special Committee on the sale of Fortsum Business Solutions (TSX-listed) to GFI Informatique
Food & Agriculture
Andrew has more than 20 years of experience as an advisor specializing in mergers and acquisitions in a broad range of industries.
Before Origin Merchant Partners, Andrew was Senior Vice President of Corporate Development and Strategy for Viterra, Canada’s largest integrated agri-business enterprise. Previously, Andrew was at CIBC World Markets for more than 13 years and TD Securities investment banking in Toronto, focusing on M&A.
Andrew holds an MBA from the Rotman School of Management at the University of Toronto, and earned his C.A. designation while working at Coopers & Lybrand.
Andrew’s select transaction list include:
Cathy has over 20 years of experience as an investment banker, capital markets advisor, and CFO, working closely with healthcare and growth companies on successful financings and strategic transactions.
Prior to joining Origin, Cathy was CFO for technology companies through capital raising and M&A transactions. For over a decade prior to that, Cathy was Managing Director for Nucleus GC, a boutique healthcare advisory firm working with numerous clients on financings and strategic transactions, as well as product development, commercialization, positioning and launch. For nearly ten years prior to that, Cathy led Healthcare Investment Banking for CIBC World Markets and Yorkton Securities. She has significant experience with public and private healthcare clients at all stages of development, and across all subsectors including pharmaceutical, medical device, healthcare information technology, drug development and healthcare services.
Cathy holds a MBA (Schulich School of Business at York University), MSc (Immunology) (McMaster University) and earned her CPA, CA designation while working at Deloitte. She has contributed to her field as a volunteer advisor for the healthcare practice at MaRS Discovery District and as an occasional lecturer for the Chartered Professional Accountants of Ontario.
Cathy’s recent transaction list includes:
• CareRx’s Acquisition of Medical Pharmacies
• Sale of Dapasoft to Calian
• Sale of Centric Health’s surgical division to Kensington Capital for $35 million
• Recapitalization financing for Centric Health of $35 million by investors led by Yorkville Asset Management
Charlie has over 25 years of investment banking experience at both Canadian and international investment banks.
Charlie has extensive industry experience in investment banking, debt & equity capital markets and bond sales with Blackmont Capital, Midland Walwyn/Merrill Lynch, TD Securities and Richardson Greenshields. Charlie’s investment banking activities have included public and private debt & equity financings, M&A and advisory services across industrial products, financial services, real estate, mining and energy.
Charlie graduated with a Bachelor of Commerce (Honours) from Queens University.
With more than 20 years of investment banking experience, Darren has advised major corporations, privately held companies and founder-owned businesses across a range of industries on domestic and cross-border M&A transactions, management buyouts and capital raises.
Darren’s experience encompasses leadership roles at premier boutiques, a Canadian bank and a big 4 accounting firm. He was a partner at Orenda Corporate Finance, which was sold to E&Y in 2004. In 2005, Darren left Orenda to form and lead another independent boutique, Solaris Capital Advisors. He was subsequently tapped to start Scotiabank’s mid-market M&A team, where he co-led the team for a number of years. Most recently, Darren was a Partner and Senior Managing Director in Deloitte’s Corporate Finance group, which he joined in 2015.
Darren holds a BBA from Wilfrid Laurier University and an MBA from the Rotman School of Management at the University of Toronto. Darren also holds a Corporate Finance designation from the Canadian Institute of Chartered Accountants.
Healthcare & Life Sciences
Founder of the Kideckel Advisory Group Inc., David combines over 20 years of industry, advisory, and capital markets experience, most recently serving as Managing Director, Senior Institutional Equity Research Analyst at ATB Capital Markets. David’s industry experience spans several senior healthcare & biotechnology executive roles including at Johnson & Johnson Inc. and Alexion Pharmaceuticals (acquired by AstraZeneca PLC). Within Capital Markets, David was at the forefront of the biotech industry and was the sole Bay Street analyst to cover British-based GW Pharmaceuticals (acquired by Jazz Pharmaceuticals PLC), the world leader in cannabinoid-derived pharmaceuticals. David also covered other Canadian and US Life Sciences staples such as Knight Therapeutics, Profound Medical, Cardiol Therapeutics, and Willow Biosciences, where he was known for his thought leadership as well as his subsector expertise in FDA, EMA, and Health Canada regulations.
David holds a Doctorate in Neuroscience & Statistics from the University of Toronto’s Institute of Medical Science and an MBA from the University of Toronto’s Rotman School of Management.
Glenn brings unparalleled experience in real estate to Origin Merchant Partners, including acquiring and repositioning assets to unlock their full potential, concluding significant financings, and negotiating all aspects of supporting legal documentation.
Before Origin Merchant Partners, Glenn was Executive Vice President and Chief Operating Officer at Osmington Inc., a privately held real estate investment and development company. While at Osmington, Glenn personally executed transactions on properties exceeding $2 billion, and concluded financings in excess of $1 billion. Previously, Glenn was Vice President, Development, at Bramalea Inc. for eight years, after participating in the development of Canada’s first property valuation software program for commercial real estate.
Glenn holds a Bachelor of Commerce degree from the University of British Columbia with a double major in Finance and Urban Land Economics.
Jim has over 25 years experience in investment and corporate banking including 20 years at Canadian and Global Investment banks.
Prior to joining Origin as a Principal, Jim was Managing Director and a member of the Board of Directors at Macquarie Capital in Canada. Previously, Jim was Managing Director in Investment Banking where he was responsible for managing several businesses including Credit Capital Markets, Derivatives Marketing and Private Equity. Jim was also a member of the Senior Credit Committee, Investment Banking Operating Committee and Equity/Debt Capital Markets Committees.
Jim holds an Honours BBA from Wilfrid Laurier University and the Chartered Financial Analyst designation.
Jim’s selected list of transactions:
• Advising Centric Health Corp. on 2 transactions
• ChildVentures’ strategic investment by Fusion Ventures
• Pivot Pharmaceuticals strategic investment
• Jaguar Mining – $28million recapitalization financing and credit advisor
For over 25 years, Jim has been an advisor in both public and private markets, in domestic and cross-border transactions, and in industries as diverse as consumer products, utilities, and financial services. Jim was an initial partner in the formation of Genuity Capital Markets where he built and ran Canada’s leading independent M&A group. Following the acquisition of Genuity, Jim became Head of Canadian Mergers and Acquisitions at Canaccord Genuity until he left the firm in 2011. Previously, Jim was a Managing Director at CIBC World Markets, with 10 years of experience in the M&A and corporate finance groups.
Jim holds a B.A. (Honours) degree from Queen’s University and an MBA from the Rotman School of Management at the University of Toronto. Jim earned both a Chartered Accountant and a Chartered Financial Analyst designation while employed by Ernst & Young in Toronto.
Lawrence Rhee, founder of RHEETHINK Inc., has been actively involved in the Canadian technology and healthcare industry for over 20 years. Lawrence has advised many technology and healthcare companies in Canada providing financing and corporate development services for both private and publicly-traded companies. Lawrence has held senior positions in both investment banking and equity research at several firms including Haywood Securities, GMP Securities and Genuity Capital. Lawrence’s experience providing in-depth research analysis related to the technology and healthcare sector has consistently generated investment ideas that were well-received by investors. He received a Top 3 equity research ranking in each of the annual 2006, 2007 and 2009 StarMine surveys in the Canadian Software and IT Sector. Lawrence graduated with an MBA from the University of Toronto and also earned his CFA and CPA professional designations.
Lindsay joined Origin as a Principal in 2019 bringing over 20 years of experience providing strategic and transaction advice to a diverse group of clients. Throughout his career, he has advised on more than 60 closed M&A transactions representing over $83 billion of value along with numerous strategic advisory and corporate development mandates.
Lindsay started his career in the CIBC Mergers & Acquisitions group where he worked closely with many of Origin’s Principals for the better part of a decade. After 11 years at CIBC, Lindsay started a risk arbitrage sales and trading business at Dundee Capital Markets and then led its M&A Group and Agriculture practice. He then founded his own M&A and corporate development advisory business, PivotalPoint Advisory Group, and for five years provided M&A and corporate development advice to a diverse set of entrepreneurial private and public clients across multiple sectors. His most recent transaction before joining Origin was independent strategic advisor to Morneau Shepell in its $438 million acquisition of LifeWorks.
Lindsay holds a Bachelor of Commerce from Queen’s University (Honours).
Mario has over 20 years of advisory and capital raising experience in the technology sector working with numerous public and private technology clients across North America in domestic and cross border transactions.Prior to joining Origin as a Principal, Mario was Director of Technology Investment Banking at BMO Capital Markets, responsible for coverage of technology clients across North America. Previously, Mario was Executive Director of Technology, Media and Telecom Investment Banking at CIBC World Markets. Mario has extensive experience across several technology sectors, having completed transactions in the software, hardware, communications, IT services, Internet and digital media sectors.
Mario holds a MBA from the Rotman School of Management at the University of Toronto and a Bachelor of Science with Honours from the University of Toronto Faculty of Applied Science and Engineering.
Mario’s select transaction list includes:
Mark has over 20 years of capital markets experience at Canadian and Global investment banks. Mark has completed equity and debt financings for a broad range of public and private Canadian companies.
Prior to joining Origin as a Principal, Mark was Managing Director and Head of Institutional Equity Sales at CIBC World Markets where he managed equity sales teams in Toronto, Montreal, Vancouver, New York and Hong Kong and was part of the Equity Capital Markets Operating Committee. Previously, Mark was Head of Equity Sales and member of the Board of Directors at UBS Securities Canada. Mark was also an investment advisor at Midland Walwyn in Vancouver and worked for the Deputy Prime Minister in Ottawa.
Larger transaction experience includes both public and private financings including Franco Nevada, Fairfax, Brookfield Asset Management, PrairieSky Royalty, Hudson’s Bay, Mitel, Cott, Algonquin Power & Utilities, Transalta, Cardinal Energy and Freehold Royalties.
Mark holds the Chartered Financial Analyst designation and a BA (Economics) from Carleton University.
Business Services, Diversified
Peter has over 30 years of senior management expertise, most recently as CEO of Citron Hygiene LP, a Birch Hill portfolio company, which he co-founded in 1996. At Citron he oversaw growth inside Canada and into the US and UK through 20 acquisitions. Peter has extensive experience creating value and strong cultures in businesses and accelerating their growth.
Peter is a graduate of, and taught at, the Richard Ivey School of Business at Western University in London, Ontario.
Rob has over 20 years of investment banking experience at both bank-owned and independent Canadian investment dealers, most recently as Head of Diversified Industries at Cormark Securities, and previously as a Principal at Genuity Capital Markets and Managing Director at CIBC World Markets. Rob has extensive experience managing financings and M&A transactions across multiple sectors including some of the most significant Canadian wealth management transactions.
Rob holds an Honours BBA from Wilfrid Laurier University.
Rob’s select transaction list includes:
• Sale of Integrated Asset Management to Fiera Capital
• Advising Economical Insurance on its Demutualization
• Investment by ONCAP in Wyse Meter Solutions
• Advising on the merger and creation of Aviso Wealth
• WideWaters Hotel Development Financing
• The Scoular Company Acquisition of the Special Crops Division of Legumex Walker
• Hydrogenics Corporation Note Offering
• Sale of Blumont Capital to Arrow Capital
• Acquisition of Renewable Energy Developers by Capstone Power
• Sale of Thompsons to The Andersons and Lansing Trade Group
• Sale of BPR Engineering to Tetra Tech
• Sale of Acuity Investment Management to AGF
• Acquisition of certain assets of Dundee REIT by GE Real Estate
• Sale of UE Waterheater to Alinda Infrastructure
• Sale of Mackenzie Financial to Investors Group
• Acquisition of John Hancock by Manulife
• Sale of Assante Capital to CI Financial
• Acquisition of Trimark Financial by Invesco (Amvescap)
Robert has over 18 years of investment banking advisory and private equity investing experience at both bank-owned and independent Canadian investment dealers. Most recently, Robert was an investing professional at Catalyst Capital Group Inc., a Canadian-based distressed debt private equity fund managing $4.5B of capital, for over 3 years before leaving in 2019. Previously, Robert had extensive experience as a mergers & acquisitions advisor at CIBC World Markets, Genuity Capital Markets, and Canaccord Genuity.
Robert has broad experience working with companies across industries on M&A advisory and restructuring assignments.
Robert holds an Honours BBA from Wilfrid Laurier University, and is a CFA charterholder.
Bill has over 30 years experience as a senior lawyer focused on capital markets & securities, mergers & acquisitions, corporate governance and energy and mining. Bill practised with Davies Ward Phillips & Vineberg LLP where he was a senior partner, the head of M&A for many years and acted for a variety of industrial and commercial companies and financial institutions, both public and private, domestic and foreign.
Bill has been recognized by Chambers Global and Chambers Canada as one of the Worlds Leading Lawyers for Business, by The Legal 500 Canada Corporate and M&A as a Leading Lawyer and recognized in multiple reports by Lexpert including as one of the 100 Most Creative Lawyers in Canada and Canada’s Leading Corporate Lawyers.
Bill holds a BA and LLB from University of Cambridge and a BCL and LLB from McGill University.
Catherine David Nolan has over 30 years of experience in senior financial roles. Most recently, Catherine was Chief Financial Officer of Reliance Home Comfort, a position she held for 14 years. During Catherine’s tenure as CFO of Reliance, she was involved in multiple transactions and equity and debt financings including the $1.7 billion privatization and sale in 2007 and the recent sale of Reliance to CK Asset Holdings in 2017 for a total enterprise value of $4.6 billion.
Prior to joining Reliance, Catherine was Provincial Vice-President, Corporate Services and Chief Financial Officer for Cancer Care Ontario; Vice-President, Finance at Centrica North America and Senior Vice-President, Corporate Services and Chief Financial Officer at Toronto Hydro Corporation. In addition, Catherine held a number of senior financial positions in the mining sector, including Vice President & Treasurer at Goldcorp Inc. and Treasurer of Lac Minerals. Catherine got her start at KPMG in the Audit group.
Catherine has extensive experience in arranging debt financing during difficult economic cycles through both public and private markets, both investment grade and high-yield, as well as complex banking syndicates.
Catherine holds a Bachelor of Commerce from the University of Windsor, a Bachelor of Arts from King’s University College and is a Chartered Professional Accountant (CPA) and Chartered Accountant (CA).
Gordon has 30+ years of experience in mining development, finance and M&A, first as a geophysicist, then as a senior investment banker with CIBC, N.M. Rothschild Canada, Newcrest Capital, and National Bank Financial, and Gryphon Partners Canada, where he was a Co-Founder and Managing Partner. He was also the CEO of Alloycorp Mining Inc., and has served as director of a number of public mining companies including IAMGold, Royal Gold and NexGen Energy.
Currently, Gordon is the Chairman of the Canada Mining Innovation Council (CMIC), and the Chairman of Black Loon Group, a private mining investment, and financial and strategic advisory business, which he founded in 2015.
In 2013, Gordon was awarded the Queen Elizabeth II Diamond Jubilee Medal for his work with Right To Play. He is also a recipient of the Robert Elver Mineral Economics Award by the Canadian Institute of Mining, Metallurgy and Petroleum.
Gordon has a B.Sc. (Hons.) in Applied Science (Geology) from Queen’s University, is a Professional Engineer Ontario (P.Eng), and holds the ICD.D designation from the Institute of Corporate Directors.
Mr. Bradley has over 35 years experience in the power, utilities and infrastructure sectors. He has worked in these sectors as a corporate executive officer, investment banker, investor, advisor and public sector procurement officer in Canada, the USA and Asia.
Paul recently retired as the Chief Financial Officer at Northland Power where he has served for over 9 years during a period of immense growth and transformation. Northland Power is a global developer, owner and operator of sustainable infrastructure assets currently operating in over 10 countries worldwide. Headquartered in Toronto, Canada, Northland was founded in 1987 and has been publicly traded since 1997 on the Toronto Stock Exchange (TSX: NPI).
Prior to joining Northland, Paul was Managing Director and Head of Power and Utilities (Corporate Finance) at Macquarie Canada. Earlier positions include Vice President at the Ontario Power Authority with responsibility for generation procurement, administration and information technology; Executive Director at CIBC’s global power and utilities group; and development and finance roles at Duke Energy Corporation (USA). Paul has also served on the boards of directors of several renewable energy and clean technology companies.
Paul is a graduate of Boston College, a CPA (inactive) and certified as a board director by the Canadian Institute of Corporate Directors.
Perry has over 30 years of senior retail experience. He followed his 14-year career in senior retail management with a 19-year career as a top-ranked Retail and Consumer analyst. Perry has held various management positions at Loblaw Companies, Coca-Cola and Consumers Distributing including VP-Marketing; VP-Merchandising; President and CEO. After moving to Bay Street, Perry was the number-one ranked Retail and Consumer analyst in Canada for 15 consecutive years. He was most recently Managing Director, Equity Research with CIBC World Markets.
Perry is now an independent investor, business owner and advisor. Perry is a regular speaker, commentator and writer on North American consumer topics, with a special interest in supermarkets and food systems. He has served on the Advisory Committee, Canadian Agricultural Policy Institute; the Board of Directors, Dare Foods Canada, and on the Advisory Board, Grocery Business Media.
Perry holds an MBA from Western University and a Bachelor of Engineering from the University of Toronto.
Richard (Dick) is currently Chairman of the Board of Directors of Chorus Aviation Inc., and is a Member, CDIC Advisory Panel on Resolution. Former corporate directorships include Resolute Forest Products Inc., and Chairman of the Board, Jaguar Mining Inc. Dick retired from CIBC, in 2011, after 40 years with the bank. At the time of his retirement Dick was a Vice Chairman and Managing Director, CIBC World Markets Inc. Former positions include Senior Advisor, Lazard Canada Inc., and Senior Partner, Verus Partners & Co. Dick has extensive corporate finance and M&A experience in numerous industries including agriculture; energy; financial; forest products; media and telecom; mining; retail; technology; and transportation.
Currently Mr. Falconer is on the Board of LOFT Community Services and The Dorothy Ley Hospice; Member of the Board of Governors, Shaw Festival Theatre Endowment Foundation; Member, Futures Transformed Campaign Cabinet, Children’s Aid Foundation of Canada; Member The Senate, The Brain Campaign Cabinet, University Health Network, Krembil Neuroscience Centre.
Mr. Falconer is a Chartered Financial Analyst; MBA, York University; BA (Honours) University of Toronto.
Mr. Bromley has over 30 years of food, beverage and general leadership experience in private and public companies at both management and board levels. Most recently he served as the CEO of SunOpta Inc. (NASDAQ:STKL;TSX:SOY), a leading integrated global natural, organic and specialty foods company, where he spent approximately 15 years in a variety of roles including CFO, COO and ultimately CEO for his last 8 years.
Steve both advises, and sits on the board of a number of companies in the natural and organic foods space. Prior to SunOpta he worked for over 13 years in the Canadian dairy industry in a wide range of financial and operational roles at both Natrel Inc. and Ault Foods Limited. He served as a member of the board of directors at Natrel Inc. from 1997-1999, the board of SunOpta Inc. from 2007 to 2015, the board of Opta Minerals Inc. from 2004 to 2016 and was a member of the Rabobank North American Agribusiness Advisory Board from 2010 to 2015.
Steve is a Chartered Professional Accountant (CPA) and Certified General Accountant (CGA).
Chris has nearly 10 years of advisory and transaction experience spanning a number of industry verticals, including: Agriculture, Food and Beverage, TMT and Healthcare.
Notable recent experience spans purchase and sale assignments, restructuring mandates and valuation and special committee engagements. Select transaction list includes:
Prior to joining Origin in March 2017, Chris was a Vice President within the M&A team at Deloitte Corporate Finance where he executed mid-market M&A transactions. Chris holds a CPA, CA designation and a Bachelor of Commerce (Honours) from Queen’s University.
Greg has nearly 15 years of experience in M&A and company strategy working with leading Canadian companies across Canada and the United States. His experience spans many industries including food and agriculture, financial services, technology and utilities.
At Origin, Greg has a deep focus on the development of all junior professionals through training, recruiting and professional success. In addition, he hosts a regular podcast called Lifetime at Work, where he interviews individuals of all backgrounds about their chosen career paths in the world of work.
Greg began his career at Genuity and then Canaccord Genuity before joining Origin when it began in 2011. He graduated from Wilfrid Laurier University with a Bachelor of Commerce degree.
Karen is a specialist at business development, marketing and communications with experience building and managing client relationships and guiding brand management. Prior to joining Origin in March 2020, Karen was the Director, Communications at FirePower Capital where she led and executed the firm’s brand and content initiatives, and built relationships in the Canadian mid-market.
Karen enjoys creating content and building relationships that provide value to Canadian, mid-market business owners. With experience that spans M&A, corporate banking, production financing, institutional equities analysis, and children’s book writing, Karen understands how to learn about and master new subject matter, and communicate clearly on complex topics. The network that she has built through this experience, and her understanding of the issues that arise in the mid-market, allow Karen to better support business owners and their teams.
Karen holds an MBA from the Rotman School of Management, and an LLB from the University of Toronto.
Shaun has 8 years of M&A experience across a variety of industries, including both domestic and cross-border transactions. Shaun was formerly an M&A Associate at BMO Capital Markets. Shaun’s industry experience includes software, wireless communications, mining, real estate and agriculture.
Shaun has advised on such transactions as Fairfax Financial Holdings’ convertible debenture investment into BlackBerry Inc., the hostile defense and subsequent sale of KeyREIT, the acquisition of the Special Crops Division of Legumex Walker by The Scoular Company and the sale of Primus Telecommunications to Birch Communications.
Shaun holds an MBA, specializing in Finance, from the Schulich School of Business.
Tedi joined Origin Merchant Partners in September 2015. Prior to joining Origin, Tedi completed co-op roles in private equity valuations at Ontario Teachers’ Pension Plan, and in consulting at Mercer.
Tedi holds an Honours Bachelor of Business Administration from Wilfrid Laurier University.
Chief Financial Officer
Chief Financial Officer
Kelly has over 20 years of experience in the accounting profession. Kelly has been providing accounting and taxation services to a variety of small businesses and individuals since 2005. Prior to that, Kelly spent nine years with Ernst and Young in the assurance practice.
Kelly holds a Bachelor of Commerce from Queen’s University and earned her CA and CPA designation while working at Ernst & Young.
Senior Office Manager
Senior Office Manager
Tracey joined Origin Merchant Partners in 2012 with extensive experience in office administration and operations. Key areas include mergers and acquisitions, investment banking, equity research, private placement financings and sales and trading. Prior to joining Origin, Tracey was at Canaccord Genuity, Genuity Capital Markets, CIBC World Markets and National Bank Financial.