Josh Axler, CFA
Principal at Flow Capital- Claim this Profile
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Bio
Sabrina Hossain
Josh joined our team as one of the first Business Development Managers, tasked with bringing new clients on board who have not worked with us before. His success in this role has been an inspiration to account managers like myself. He has become the go to person to ask for advice when we are trying to understand how we can pitch new offering to our existing clients.
Stephen Foster
Josh has quite an exceptional work ethic, and, brings a tremendous amount of professionalismn to the work place. He consistently acheived or over acheived targets both revenue wise and for internal back end work. I would recommend him highly to anybody in almost any industry. He is a very intelligent, fast learner who can handle the high stress of our sales environment.
Sabrina Hossain
Josh joined our team as one of the first Business Development Managers, tasked with bringing new clients on board who have not worked with us before. His success in this role has been an inspiration to account managers like myself. He has become the go to person to ask for advice when we are trying to understand how we can pitch new offering to our existing clients.
Stephen Foster
Josh has quite an exceptional work ethic, and, brings a tremendous amount of professionalismn to the work place. He consistently acheived or over acheived targets both revenue wise and for internal back end work. I would recommend him highly to anybody in almost any industry. He is a very intelligent, fast learner who can handle the high stress of our sales environment.
Sabrina Hossain
Josh joined our team as one of the first Business Development Managers, tasked with bringing new clients on board who have not worked with us before. His success in this role has been an inspiration to account managers like myself. He has become the go to person to ask for advice when we are trying to understand how we can pitch new offering to our existing clients.
Stephen Foster
Josh has quite an exceptional work ethic, and, brings a tremendous amount of professionalismn to the work place. He consistently acheived or over acheived targets both revenue wise and for internal back end work. I would recommend him highly to anybody in almost any industry. He is a very intelligent, fast learner who can handle the high stress of our sales environment.
Sabrina Hossain
Josh joined our team as one of the first Business Development Managers, tasked with bringing new clients on board who have not worked with us before. His success in this role has been an inspiration to account managers like myself. He has become the go to person to ask for advice when we are trying to understand how we can pitch new offering to our existing clients.
Stephen Foster
Josh has quite an exceptional work ethic, and, brings a tremendous amount of professionalismn to the work place. He consistently acheived or over acheived targets both revenue wise and for internal back end work. I would recommend him highly to anybody in almost any industry. He is a very intelligent, fast learner who can handle the high stress of our sales environment.
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteOct, 2019- Nov, 2024
Experience
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Flow Capital
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Canada
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Financial Services
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1 - 100 Employee
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Principal
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Apr 2021 - Present
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Crown Capital Partners Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Investment Manager
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Jan 2020 - Apr 2021
As an Investment Manager, my responsibilities include performing underwriting and due diligence on mezzanine debt and M&A transactions. I have led or supported the analysis of over $150 Million of deployed capital over eight loans and three acquisitions. Responsibilities included preparing investment recommendations, building financial forecast models, preparing market and company analysis, conducting management meetings, and structuring transactions.Responsible for portfolio management of corporate loans; including quarterly reporting, credit risk analysis and relationship management for growth opportunities within the portfolio.Crown Capital Partners is a publicly traded specialty finance company focused on special situations debt and long term financing. Crown provides capital to mid-market companies that are unwilling or unable to obtain adequate financing from traditional capital providers. Show less
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Investment Associate
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May 2018 - Jan 2020
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Investment Analyst
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May 2017 - May 2018
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CIBC
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Canada
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Banking
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700 & Above Employee
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Associate, Commercial Banking
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Mar 2016 - May 2017
Analyzed over 80 businesses performing financial analysis, due diligence, and presenting credit narratives to the risk department representing over $65 Million in credit facilities for the bank. Analyzed over 80 businesses performing financial analysis, due diligence, and presenting credit narratives to the risk department representing over $65 Million in credit facilities for the bank.
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Acasta Capital
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Toronto, Canada Area
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Analyst
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Nov 2015 - Mar 2016
Lead analyst on a real estate development capital raise. Responsible for creating investor presentations and working with the client to prepare the financial model for investors. Conducted internal analysis on a European renewable energy investment opportunity including; industry research, financial analysis and market assessment. Worked directly with the firm’s senior partners to evaluate potential acquisition targets for Acasta Enterprises Inc., the firms publically traded Special Purpose Acquisition Corporation. Show less
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Ivey Business School at Western University
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Canada
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Higher Education
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300 - 400 Employee
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MBA Graduate
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Jul 2014 - Apr 2015
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NIBC Global
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Canada
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Investment Banking
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1 - 100 Employee
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2015 Graduate Division Winner
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Jan 2015 - Jan 2015
One of 4 members of the winning graduate team out of 390 teams and 48 finalists teams The competition was structured as a presentation to the Board of EA Games with the recommendation to acquire Take 2 Interactive. The competition final included 3 rounds of presentations with the final round presentation consisting of two graduate finalists presenting to a panel of 6 Managing Directors from Canadian Investment Banks in front of a crowd of 450 competition participants and corporate sponsors. Final presentation video: https://www.youtube.com/watch?v=ZLQABDXLdgQ Show less
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Korn Ferry
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United States
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Business Consulting and Services
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700 & Above Employee
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National Business Development Manager
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Feb 2013 - Jul 2014
As a National Business Development Manager, I extend my knowledge at Hay Group by working with organizations in Canada to gain insight into reward practices and issues HR professionals face on a daily basis. My specialty is matching organizations with innovative solutions Hay Group has to offer and making sure our products are in line with market needs. As a National Business Development Manager, I extend my knowledge at Hay Group by working with organizations in Canada to gain insight into reward practices and issues HR professionals face on a daily basis. My specialty is matching organizations with innovative solutions Hay Group has to offer and making sure our products are in line with market needs.
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Xerox
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United States
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Business Consulting and Services
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700 & Above Employee
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Senior Account Manager
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Feb 2011 - Feb 2013
Achievements: Awarded Presidents Club for exceeding 125% of Q1+Q2 plan 2012. 116% of 2011 yearly plan Awarded presidents club for exceeding 125% of Q4 plan Top sales rep of the month in December, 2011 Recognized twice as a mentor in the Xerox approved mentor program Responsibilities: Team Lead: Most tenured account manager of 20 person team. Help to support senior management by training new account managers and providing expertise for sales cycles. Market the full-line of Xerox products, services and supplies in a demanding territory Provide existing account coverage and development of new and existing accounts Develop appropriate strategies (short & long term) to suit business needs and requirements of both existing and potential customers Meet Xerox Canada's customer satisfaction goals by effectively resolving all customer issues Establish and build account relationships with key decision makers in all departments Identify, engage and co-ordinate necessary Xerox resources supporting the accounts Show less
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Education
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2014 - 2015
Ivey Business School at Western University
Master of Business Administration - MBA, Business Administration -
2008 - 2010
Ivey Business School at Western University
HBA, Business Administration -
2010 - 2010
Thammasat University
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2015 - 2015
Investment Banking Institute
Financial Modeling and Valuation Training
Community
