Why Partner With Us

• Led M&A transactions across Natural Resources, Technology, and Clean Tech.
• Advised publicly traded companies on IPOs, secondary offerings, and other strategic initiatives, navigating capital markets and complex growth phases.
• Built and scaled executive leadership teams for startups and middle-market firms, fostering high-performance cultures and driving sustained growth.

• Experienced SaaS and agency operator, driving sustainable growth, operational efficiency, and business scalability.
• Key leader in mergers and acquisitions, overseeing post-acquisition integrations to ensure seamless transitions and maximize long-term value.
• Proven track record in operational transformation, building KPI-driven frameworks, optimizing processes, and driving performance at scale.
• Committed to leadership and positive culture, fostering trust, accountability, and high-performing teams in complex, fast-paced environments.

• Leader of M&A legal team with experience in domestic, international, and multi-juristictional transactions.
• 10+ years of subject matter expertise in financial compliance, risk management, and corporate policy; has led compliance teams in governmental, political, and private organizations and has an academic background in Business Ethics.
• Served as Head Financial Administrator for units of the Department of National Defense within the Canadian Federal Government; served as Director of Fundraising while working across various political organizations.

• Expanded Microsoft founded non-profit community 200% through effective digital strategy and product management
• Contributed to developing systems and integrations for World Health Organization, enabling the aggregation and analysis of global Covid-19 rates and vaccine effectiveness
• Lead the development and digital initiative for a top 10 tertiary institution within Oceania for the last 4 years.
• Technical product management experience working on enterprise multidisciplinary projects for government agencies and non-profits.

• Track record of successfully launching and scaling sales departments of both start-ups and upper middle market technology companies.
• Contributed to executive level revenue operations, strategic planning, and implementation for $1B enterprise SaaS businesses.
• Over 14 years of experience leading the sales and marketing for globally distributed SaaS organizations.

• Built B2B SaaS enterprise Marketing Program from scratch, leading to 2x YoY revenue growth and 5x MoM exit.
• Lead global 30-member marketing team responsible for $20 MM in B2B paid media spend for Fortune 500 and tech startups.
• Quickly Launched and scaled a B2B SaaS startup help service.
• Proven experience in managing iterative marketing departments in large-scale bootstrapped enterprises.

• Over 10 years as a senior accountant working in both practice and Industry.
• Helped quadruple the revenue of one of the UK’s largest online alcoholic drinks retailers in his 4 years as a company director.
• Extensive experience in eCommerce, logistics and operations. Stephen has led the installation of a six figure ERP project and set up many state of the art finance functions.
• Experience in multiple private equity raises, due diligence on sales and assisting companies in getting ready for sale.
• Acted as a consultant and advisor for a number of different executive teams.

• Founder & CEO of Jigentec, a Cloud Infrastructure provider, focusing on Asia Pacific Markets.
• As CTO, built, raised funding, and exited a leading Real Estate Portal in the Philippines.
• Active Angel Investor.
• Experience in a diverse set of industries including Online Gaming, Music, Energy, Real Estate and Self-Help.

With over a decade of experience supporting startups with strategic guidance and growth capital, I currently serve as a Principal Product Strategist at WillowTree (Telus Digital Subsidiary). In this role, I help Fortune 500 companies uncover digital CX opportunities leveraging AI tools and develop comprehensive mobile/web app solutions.
My expertise lies in guiding tech ventures from seed to Series A stages, helping them navigate common pitfalls and align their product roadmaps with revenue goals. As the former VP of Product at Boast, I led the creation of a platform that simplified access to R&D tax credits and government incentives for businesses.

My background spans financial analysis, go-to-market strategy, and product development. I’ve supported hundreds of startups through roles at Flow Capital, Lighter Capital, and the Business Development Bank of Canada, offering both growth capital and strategic guidance.

Today, I focus on the intersection of product development and revenue growth, providing insights and strategies that prevent others from making mistakes I’ve seen firsthand. By leveraging my experience, I help companies optimize their operations, refine their product offerings, and quantify the ROI of their product roadmap.

• 3x exits across SaaS and Services technology companies
• Bootstrapped a SaaS platform that then signed clients such as Walmart, Cracker Barrel, CRST, Chili’s, Petco, and numerous large hospital systems
• Grew a $1M WordPress shop into a $10M enterprise studio winning projects away from multinational consulting firms
• Former CTO of a boutique investment bank