Experience

Etana Capital Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Partner

  • Nov 2018 - Present

  EtanaCapital.com



Mid-market PE firm

• Director Private Equity

  • May 2018 - Nov 2018

• Vice President, Private Equity

  • Jan 2017 - Apr 2018



Deloitte & Touche Corporate Finance S.A.

• Executive Director

  • Aug 2015 - Jan 2017



Deloitte Digital

• United States
• Business Consulting and Services
• 700 & Above Employee

• Vice President

  • Sep 2013 - Aug 2015



National Bank Financial

• Canada
• Financial Services
• 700 & Above Employee

• Analyst, ECM

  • Apr 2011 - Apr 2013

  • Sole Jr on the team performing Analyst through to VP functions, including Origination &Structuring of Initial Public Offerings and follow‐on offerings totaling $5.6B in leads and $53.2B inparticipation.• Concentration in the real estate and diversified spaces, allowing me to develop a deepunderstanding for different structures and how investors will perceive value.• Participate in client meetings, pricing calls and market update calls helping corporate issuersunderstand the prevailing trends in the market and how it can affect their ability to raise capital• Developed strong relationships on the Institutional Equities Sales desk, Institutional Research and M&A Groups allowing me to gain exposure to both the private and public sides of the businessgiving me a holistic view of the markets.• Involved in “beat‐up” sessions with respect to new structures and pricing indications for potentialdeals, once deals are launched, engage in defending the structure including pricing assumptionsfrom investors, institutional equities salesmen as well as syndicate members.• Designing and updating our pricing comp tables for convertible debentures and common shareofferings, allowing the team to properly gauge market trends.• Skill highlights: capital markets flows/processes, deal execution, financial modeling, databasedesign, due diligence, client pitches.



Thomson Reuters – Éditions Yvon Blais

• IT Services and IT Consulting
• 1 - 100 Employee

• Financial Modeling Consultant

  • Dec 2009 - Apr 2011

  • Manage the design and development of financial models for all Canadian clients (over 1,000), including those for equity valuation and portfolio risk and return presentation, using Thomson Reuters data through Excel.• Grow the Canadian Investment Management, Investment Banking and Corporate client base through setting business development goals, pitching and delivering work, and focusing on ongoing relationship management.• Partner with sales specialists globally to leverage their expertise on high-profile pursuits.• Collaborate with groups such as client trainers, VBA designers, and account managers to create high quality deliverables for clients.• Through the above activities, have grown monthly recurring revenue by $120K, and have successfully migrated approximately 5,000 users to new subscription-based tools.• Skill Highlights: financial modeling, business development, pitching, capital markets, valuations

• Client Training Executive

  • Mar 2009 - Dec 2009

  • Delivered all aspects of training on Reuters Desktop products to match user requirements and workflow, both on and off-site via one-on-one and classroom settings.• Built strong relationships with users and an understanding of their needs through client visits and consulting on valuation models, promoting retention and increased use of Reuters applications.• Continuously increased personal knowledge of capital markets in order to understand market factors affecting a variety of clients’ businesses, making training interactions much more tailored and engaging.• Maintained communication channels across departments in order to share user information, enabling Reuters to offer complete customer service and respond to change.• Skill Highlights: knowledge of financial markets, financial modeling and valuation, presentation skills, Excel, PowerPoint, sales, customer service.



Department of National Defence

• Communication Line Technician

  • Jun 2003 - Dec 2008