Howard Ma
Mergers and Acquisitions at Baker Tilly Canada Corporate Finance- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
Chartered Financial Analyst (CFA) InstituteJan, 2007- Nov, 2024
Experience
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Baker Tilly Canada
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Canada
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Accounting
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500 - 600 Employee
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Mergers and Acquisitions
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2019 - Present
Formerly Renaissance Mergers & Acquisitions, Baker Tilly Canada Corporate Finance is a national advisory firm focused on serving the transition needs of small to mid-market entrepreneurial clients. We recognize that these clients are not adequately served by business brokers or larger investment firms but still require – and deserve – sophisticated, experienced professionals to get the job done right. Our team boasts an impressive combined resumé of academic credentials and decades of transaction, valuation, tax and corporate finance experience. We work with clients across Baker Tilly’s 53 offices in Canada and those outside the Baker Tilly network to ensure they achieve successful outcomes when buying or selling a business. To learn more, visit our website at www.bakertilly.ca/corporatefinance. Show less
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Meritocracy Capital Partners Inc.
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Canada
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Investment Management
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Equity Portfolio Management
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2014 - 2019
Meritocracy Capital Partners was a boutique investment management firm located in Vancouver, British Columbia. It created and managed investment portfolios. Its clients were high-performing professionals and entrepreneurs that seeked a value-focused and performance-driven approach to how their wealth was managed. Meritocracy Capital Partners was a boutique investment management firm located in Vancouver, British Columbia. It created and managed investment portfolios. Its clients were high-performing professionals and entrepreneurs that seeked a value-focused and performance-driven approach to how their wealth was managed.
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Raymond James Ltd.
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Canada
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Financial Services
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700 & Above Employee
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Equity Portfolio Management
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2008 - 2013
Raymond James Ltd. is a full service Canadian investment dealer with equity research coverage of both Canadian and U.S. firms, strong access to the new issue market, innovative institutional equity teams and leading-edge financial products and services. Raymond James Ltd. is a full service Canadian investment dealer with equity research coverage of both Canadian and U.S. firms, strong access to the new issue market, innovative institutional equity teams and leading-edge financial products and services.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Private Equity
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2006 - 2008
HSBC Capital provided equity capital, mezzanine debt and bridge debt to the mid-market. These financial vehicles support such things as management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, financial restructurings, and project/property financings. Through a management buy-out transaction, Fulcrum Capital Partners acquired in November 2011 the mid-market mezzanine lending and private equity investment operations of HSBC Capital from HSBC Bank Canada. HSBC Capital provided equity capital, mezzanine debt and bridge debt to the mid-market. These financial vehicles support such things as management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, financial restructurings, and project/property financings. Through a management buy-out transaction, Fulcrum Capital Partners acquired in November 2011 the mid-market mezzanine lending and private equity investment operations of HSBC Capital from HSBC Bank Canada.
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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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Corporate Development
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2004 - 2005
In partnership with CIBC's strategic business units, individual lines of business, and infrastructure and support groups, Corporate Development works to maximize the value of CIBC's portfolio of businesses through the identification, assessment and execution of strategic transactions and other opportunities for growth. Corporate Development also coordinates CIBC's strategic planning processes and manages relationships with CIBC's key strategic partners and major subsidiaries. In partnership with CIBC's strategic business units, individual lines of business, and infrastructure and support groups, Corporate Development works to maximize the value of CIBC's portfolio of businesses through the identification, assessment and execution of strategic transactions and other opportunities for growth. Corporate Development also coordinates CIBC's strategic planning processes and manages relationships with CIBC's key strategic partners and major subsidiaries.
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Alluence Capital Advisors
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United States
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Investment Banking
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1 - 100 Employee
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Mergers and Acquisitions
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2003 - 2004
Alluence Capital Advisors is a middle market investment bank providing mergers & acquisitions advisory services. Alluence Capital Advisors, orginally as known as Catalyst Group, was founded in 2001. Since that time Alluence Capital has provided buy side advisory services to mid cap public companies and sell side advisory services to mid market closely held companies. Alluence Capital transaction sizes range from $10MM to $100MM. Alluence Capital Advisors is a middle market investment bank providing mergers & acquisitions advisory services. Alluence Capital Advisors, orginally as known as Catalyst Group, was founded in 2001. Since that time Alluence Capital has provided buy side advisory services to mid cap public companies and sell side advisory services to mid market closely held companies. Alluence Capital transaction sizes range from $10MM to $100MM.
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Education
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Simon Fraser University
B.B.A. (Honours, First Class Standing), Honours Program in Business Administration (Finance), Major in Economics