M&A EVOLUTION - Key Persons
During his 30+ year career, Art has experience within a diverse set of public, private, and entrepreneurial roles spanning multiple continents and market areas. He has founded businesses, led teams and been engaged with business in Asia, Europe, and North America. In addition, has also held positions on private and public company boards.
Art was involved in 75 acquisitions and over 100 investments at Cisco Systems. As a leader of the Corporate Development Technology Group, his responsibilities covered tech strategy, investment portfolio tech extraction, technical due diligence for acquisitions/investments, and Intellectual Property (IP) evaluations. Art participated in upper-market corporate M&A and assisted smaller companies with investment, exits, strategy, and funding models. Through his career he's built customer relationships with Fortune 100 companies and gathered particular expertise in the Oil & Gas, Mining, Aerospace, and Pharmaceutical industries. He has many years of experience as an entrepreneur having founded multiple businesses.
Job Titles:
- Advisor
- Sales Representative
- Chartered Professional Accountant
With over 25 years of consulting experience, David's passion lies in value creation, business strategy, and understanding the "story" behind the numbers. He is a strong supporter of entrepreneurialism and believes that small and middle market business owners can empower themselves with the right knowledge, planning, and execution to grow their business and transition on their own terms. David previously ran a growth & exit planning practice where he assisted both Main Street and Lower Middle Market business owners prepare their exit strategies. He also has previous experience with business valuation and financial modelling.
David is Chartered Professional Accountant (CPA Ontario), Certified Valuation Analyst (National Association of Certified Valuation Analysts), Certified Exit Planning Advisor (Exit Planning Institute), and Certified M&A Advisor (Association of M&A Advisors). In his spare time, David enjoys hiking on local trails, watching baseball, and spending time with his beloved pug.
For over 13 years, Khaled has advised clients as an M&A Intermediary. His expertise lies in operational & financial analysis, valuation, and deal structuring. Khaled possesses domestic and overseas business experience with years of hands-on activity in the manufacturing, sales, and consulting industries. Having closed transactions of varying sizes within different sectors, he provides relevant insight into the key factors contributing to successful negotiations.
Khaled earned a CBI (Certified Business Intermediary) designation from the International Business Brokers Association (IBBA) in 2009, is a Fellow of the IBBA, and served 3 years as a director of IBBA's Canadian Chapter. Khaled has held many sales and executive positions such as Branch Manager for a multinational company and VP Sales & Marketing at two global technology companies. In addition, he has owned and managed businesses in exporting and international consulting, which respectively facilitated the sale of North American products to overseas customers and assisted different companies in penetrating or managing new markets. Khaled has worked abroad for many years and traveled to countries on 5 continents working with different customers and their varying criteria, backgrounds, and cultures. He is also a part-time Professor teaching International Business courses at Algonquin College School of Business in Ottawa. Additional noteworthy and academic accomplishments include; a B.Sc. in Chemistry, a Diploma with Distinction from Carleton University Sprott School of Business in International Trade Training, and as a public speaker at trade and industry functions. Khaled is fluent in English and Arabic, with a basic knowledge of French.
Additional noteworthy mentions - a B.Sc. in Chemistry, a Diploma with Distinction from Carleton University Sprott School of Business in International Trade Training, and as a public speaker at trade and industry functions. Khaled is fluent in English and Arabic, with a basic knowledge of French.
Matt Longo brings over 15 years of professional experience in sales, business development, and strategic planning. Licensed in real estate and holding a Bachelor of Business Administration (BBA), Matt combines his educational background with a proven ability to build strong client relationships and deliver tailored solutions. He has extensive experience managing budgets, leading complex projects, and working with diverse clients, along with hands-on experience in real estate investing, equipping him to navigate the intricacies of business transitions with precision and care.
With a strong foundation in financial analysis, problem-solving, and negotiations, Matt takes a disciplined and professional approach to guiding clients through important transitions. His commitment to clear communication and confidentiality ensures that every step of the process is handled with integrity. Outside of his professional work, Matt enjoys hiking, exploring local restaurants, and spending time with his family.
Job Titles:
- C.E.O
- Change Management Leader
Phil has assisted hundreds of entrepreneurs with the sale or acquisition of an enterprise over the course of more than 30 years as a corporate or private intermediary in the Mergers & Acquisitions space. He has done so successfully by working with clients to formulate solutions encompassing Strategic Growth Considerations, Expansion / Consolidation, Valuation, Financing, Wealth Management, and Transitional Planning.
Phil has owned and sold many of his own companies as a "C" Suite entrepreneur over the past 30 years and has excelled in senior roles of sales management, agricultural development, automotive supply & service, Hospitality as well as manufacturing & distribution of hardware and clothing companies - all on an international basis.
A skilled architect of national/international retailer networks, B2B sales channels, supply & logistics channel management and vertically integrated manufacturing operations, he is adept at delivering strategic, operational, and financial initiatives.
Phil is a Change Management Leader possessing a refined instinct for interpreting shifts in market trends and P&L performance measures. He has the ability to understand his clients' needs and goals and provides a strategic course of action to strengthen business operations and refocus resources, drive dramatic market penetration, revenue growth, expense management, cash flows, and EBITDA performance.