
Who We Are and What We Do
​Summary
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Specializing in help start-up and early stage growth companies with Financing, Business Strategy and Financial Function Infrastructure
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Big 4 trained CPA, CA with 25+ years of experience working with companies of all sizes from start-up to Fortune 500 multinationals within both a public company and private equity owned context including Brookfield, BMW, Philips, KPMG and PwC
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Last 12+ years, worked as CFO & COO of publicly listed companies on the TSX-V, TSX and NASDAQ and as Executive / Operator in high growth, M&A-oriented, private equity owned companies
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Built and scaled start-up tech companies from inception to +$1B EV
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M&A experience: 20+ deals with $3B+ of transaction value on both buy and sell side; 3 successful exits
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Completed $1B+ in financing through various financial instruments including term loans, short-term credit facilities, convertible debentures and equity
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Built and led Finance teams of 8 to 65 staff from inception, implemented financial ERP systems (SAP, MS Dynamics, NetSuite), and instituted full scope financial processes and controls to satisfy SOX and SOC 1 requirements
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Strong communicator comfortable working across all levels within an organization and with external stakeholders and Boards
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Over the past 25 years, I've had the privilege of gaining tremendous experience working with great teams and seasoned professionals. I have a strong network within the Investment Banking, Financial Institution and Professional Services industries and have deep industry experience in High-Tech, Infrastructure, CPG, Manufacturing and Professional Services. I started Om'nia to provide consulting services to Companies that need help with:
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1. Fractional CFO Services: Strategic support to build a Finance function, systems, process and controls; developing and executing a long-term financial strategy and plan
2. Financial Strategy and Planning: Financial Modelling, Budgeting and Business Planning
3. Financing: Debt & Equity Financing, Financing Terms/Agreements, Collateral, Covenants
4. M&A: Building a Business Case, negotiating commercial terms, performing Due Diligence, structuring the transaction to meet current and future needs, executing the deal, and integrating the acquisition after closing
5. Going Public: Planning, getting ready for and executing and IPO, drafting the Prospectus, meeting Listing requirements, drafting all continuous disclosure requirements