About
What's your IP Worth? How can you Maximize your IP value? How much am I owed because someone stole my IP?
I'm the guy you call to help answer these questions.
I am a seasoned investment analyst with a broad range of industry experience and analytical tools. My focus is on using these tools to deliver exceptional results for those looking at real and intellectual property transactions or investments. I have extensive experience in valuation of alternative assets including intellectual property (IP), royalties and structured products.
As a recent COO, I executed a number of strategies that changed the processes which focused each business unit around its Key Performance Indicators . I know how IP, when properly managed, can drive a business to achieve its results.
I have an expertise in Seed and Venture financing as well as speciality financing products including factoring, purchase order finance and Intellectual Property royalty finance.
I have spent a considerable amount of time understanding Accounting and the impact that standards have on reported and economic performance of companies.
Special Skills: Valuation, Research, Coaching and Mentoring Business Development, Content and Sales Personnel.
Industry Specialities: Intellectual Property (IP), Internet Media, Transportation & Logistics, Telecommunications, Real Estate, Oil & Gas, Mining, Internet Technology, Consumer Durables and Cyclicals.
Work history
Two Jack Capital, Managing Director, IP Valuation, Research, Due Diligence
Using extensive experience in valuation, financial analysis, forensic accounting, fraud examination, due diligence and research Two Jack Capital is focused on delivering comprehensive services including damages quantification and expert witness testimony in the private enterprise and Intellectual Property markets.
We manage accredited Angel Investor Group and are providing several types of capital to emerging and growing businesses. Our equity investments focus on Seed and Lead Capital whereby we provide promising management teams with disruptive ideas or technologies their initial Angel Seed Funding or act the Lead of a Group of Angels. Our non-equity investments focus on more mature businesses that are at various stages of growth and include Purchase Order Financing, Factoring, Bridge and Structured facilities; in this type of situation, we seek strong management teams who may have extended themselves and are seeking to grow or continue to accelerate their growth.
Target Directories Corp, Chief Operating Officer
As the COO at Target, I was focused on the development and management of the primary aspects of Target Directories' operations including Business Development, B2B Sales, intellectual property (IP), finance, legal, content strategy, treasury, and personnel. I have and currently coach and mentor a number of team members and alumni at various stages in their career.
I was the primary stakeholder and executive overseeing the implementation of various initiatives including the execution of Agile Project Management throughout Target's development, content and sales teams. I acted as Product Owner, Business Development Officer, and Strategic Partner in many of Target's business units.
As part of the executive team I executed and developed due diligence on other assets that may be of interest to Target for development or partnership purposes. I was the principal business development executive and change agent for Target's largest business unit: Retirementhomes.com. During my tenure, I was able to develop, close and renew a number of super-regional and national B2B accounts.
RetirementHomes.com, Managing Director
As Managing Director for Retirementhomes.com, I managed both the internal and external business development and marketing efforts of this business unit of Target Directories. I was responsible for Strategic Partnerships and new Product Development.
I was the primary Leader and Change Agent at Retirementhomes.com whereby the sales process, product development process and user interface are still being transformed. Operating in an Agile environment, I was the Product Owner and manager of our site and technologies and worked in concert with our partners and development teams. I directly managed the Sales, Sales Support teams and operations teams for Retirementhomes.com as well as oversaw the daily management of a number of key customer National Accounts and Partnerships.
I was responsible for the conception, development, management and execution of all of the Global Business Development and Strategic Partnership efforts. I expanded the Consultative Sales and Business Development processes and knowledge that are appreciated by clients and strategic partners. Through these exhaustive Sales, Business Development and Partnership efforts and rigorous due diligence process (including protection for Intellectual Property), Retirementhomes.com is a highly sought after partner that provides product, technical and information solutions to Senior Living Communities in their efforts to connect with and manage relationships with their residents and their families.
Third Eye Capital, Vice President, Investments
Third Eye Capital is the advisor to the Third Eye ABL Opportunities Fund which provides asset-backed debt financing to a variety of small and medium sized businesses in various stages of development.
In my role as VP Investments, I was responsible for Investment Analysis, Due Diligence and Valuation of Real and Intellectual Property investment opportunities. During my tenure the primary investments to which I executed my duties resulted in excess returns of over 100% to fund investors.
Abacus Private Equity, Associate
Responsible for firm-wide research functions including development of Research, Compliance and Due Diligence standards.
My research was focused on a number of industries including intellectual property (royalties, rights and licenses) and arbitrage opportunities in the Oil and Gas, Mining, Senior Living and Real Estate industries. I developed proprietary databases for that our Originations team used to connect with proprietors in these industries.
Canadian Advocacy Council for the CFA Institute, Chair, Vice Chair
The Canadian Advocacy Council is the premier advocacy voice for CFA Institue members and Charterholders in Canada.
I was a member of the CAC during a period of tremendous upheaval in the Canadian financial markets. During this time, new registration requirement regulations were implemented, capital requirement for investment firms were created and various regulatory, accounting and financial scandals took place.
As a member and Chair of the Council, I routinely communicated with a variety of industry regulators, standard setters, and CFA Charterholders about the issues that effected Canada's capital market and its actors.
Accountability Research Corporation, Senior Analyst
Publishing Research Analyst at Canada's most prominent Forensic Accounting-based investment research shop.
Covered companies in Transportation (Rails, Truckers, Airlines), Media/Communications, Telecommunications, Investment Dealers/Money Managers, Consumer Durables and related industries.
Rudson Valuation Group, Associate
In my role as an Associate, I was responsible for the valuation and due diligence on non-traditional assets (employee stock options or ESOPs, convertible debentures) and intellectual property (royalties and licenses).
Capital Management Group, Private Wealth Manager
Business Development & Client Services
Actively prospected for and won client accounts via client referrals and Key Influencers
Advised clients in areas related to small business succession and assisted with M&A due diligence issues
Management of client investment accounts
Performed quantitative analysis on companies in the oil and gas, technology and consumer products industries
Created and updated quantitative and qualitative models to assist in security selection, including discounted cashflow, capitalized cashflow and Monte Carlo simulations
KEY ACHIEVEMENTS
Developed and maintained proprietary tactical asset allocation model using Monte Carlo and multiple regression analysis
Grew assets under administration by more than 300% and increased profitability by 200%
