Experience

Various Companies

• Financial Services
• 1 - 100 Employee

• Interim Finance Executive

  • Jan 2021 - Present

  Finance executive roles focused on companies raising finance or executing acquisitions. Here are my main roles: 1. CFO of Carbon Royalty, a company that invests in projects that remove or avoid carbon emissions. I am a founding member of this start up, that has raised ten of millions in capital and invested in various complex voluntary and regulated carbon credit projects. I have launched and developed the Finance, IT, HR, and investor relations functions in the business, led due diligence projects and performed complex accounting reviews. 2. Interim M&A Integration manager for Gold Royalty, for the acquisitions of Ely Gold, Golden Valley and Abitibi Royalties. My roles covered identifying and resolving Day 1 matters in Finance, IT, HR, Payroll, Tax, Investor Relations and Legal , Purchase Price Allocation and first 100 days planning. During my three months the company's market capitalization increased from $200 million to $650 million as a result of these acquisitions. See press releases attached for background to the Deals I also assisted the CFO with year-end Financial Statements and MDA - its first year end as a public company and the first quarter end reflecting major acquisitions. 3. Contracted to ARC Financial to assist with their investment into a Solar company (press release below). https://www.businesswire.com/news/home/20210915005416/en/Silfab-Solar-Secures-Strategic-Growth-Investment-from-ARC-Energy-Fund-9-for-Significant-Expansion. 4. Interim CFO of Strive Global, a newly formed company focused on acquisitions in the building products/services space. Drafting LOIs, evaluating potential acquisitions, liaising with financiers, introducing our CEO to debt and equity investors. Strive Global Holdings - Home (strivegh.com) 5. Interim CFO at a construction services company. Reduced debt levels, and commenced raising of new equity, introduced new accounting processes and set up new Financial Planning & Analysis processes. Show less



KPMG Canada

• Canada
• Financial Services
• 700 & Above Employee

• Partner, Deal Advisory - Head of Transaction Services Calgary

  • 2012 - 2020

  I launched KPMG Calgary’s Transaction Services Practice in 2012, helping companies with acquisitions, disposals, financings and IPOs. Working with, and reporting to CEOs, CFOs, Board members, M&A Directors, other Senior Executives, and External stakeholders. I led work on various landmark deals in Canada including CNOOC’s acquisition of Nexen, Burger King’s acquisition of Tim Hortons, Investments into the major LNG projects in Western Canada, an investor in the Trans Mountain Pipeline, and Enmax’ acquisition of Emera Maine. I also helped many private companies and entreprenuers sell thier businesses and raise finance. Show less



CNOOC Nexen and Government of Alberta

• Calgary, Alberta, Canada

• Advisor to the Nexen Trade Mission to China, and Government of Alberta Trade Mission to China.

  • Nov 2013 - Apr 2015

  Advisor for CNOOC/Nexen trade mission to China, and Government of Alberta’s Trade mission to China - advising attendees on business in China, and preparation for meetings with Chinese companies in Beijing. Advisor for CNOOC/Nexen trade mission to China, and Government of Alberta’s Trade mission to China - advising attendees on business in China, and preparation for meetings with Chinese companies in Beijing.



KPMG Deal Advisory China

• Beijing, China

• Senior Manager and Partner - Transaction Services

  • 2006 - 2012

  In this role I helped Corporate and Private Equity clients acquire and sell companies in China and Asia. Initially most of my work involved foreign companies acquiring in China and entering the China market. However post 2009, my role expanded to help Chinese companies who were beginning to make major acquisitions across the globe. I advised many leading global companies and grew the team from 10 to over 30 professional staff, and later was given the role of Head of Learning and Development for my practice across all KPMG Asia. In 2008/9 I was part of the KPMG team working on the liquidation of Lehman Brothers in Asia Show less



KPMG UK

• London, England, United Kingdom

• Manager and Senior Manager Transaction Services

  • 2001 - 2006

  Helping London based clients on deals in Europe. I was a Manager from 2001 to 2003 and promoted to a Senior Manager (also referred to in KPMG London Deal Advisory as an "Associate Director" ) in 2003. Helping London based clients on deals in Europe. I was a Manager from 2001 to 2003 and promoted to a Senior Manager (also referred to in KPMG London Deal Advisory as an "Associate Director" ) in 2003.



KPMG Thailand

• Thailand
• Financial Services
• 700 & Above Employee

• Manager, Transaction Services and Restructuring

  • 1999 - 2001

  Seconded to KPMG Thailand, during the Asian Financial crisis to manage various Financial Restructurings and also Valuation, Due Diligence and Corporate Finance projects. In March 2001, I was asked by the head of KPMG Asia, to help establish a formal Transaction Services - Due Diligence - practice in KPMG Tokyo Seconded to KPMG Thailand, during the Asian Financial crisis to manage various Financial Restructurings and also Valuation, Due Diligence and Corporate Finance projects. In March 2001, I was asked by the head of KPMG Asia, to help establish a formal Transaction Services - Due Diligence - practice in KPMG Tokyo



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Auditor and Audit junior

  • 1995 - 1999

  Various Construction and manufacturing companies, including a 3 month secondment to AstraZeneca Various Construction and manufacturing companies, including a 3 month secondment to AstraZeneca