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Build me a list of up to 10 people that meet the following criteria: Best 10 investment bankers (5 in Canada and 5 in USA) who specialize in asset management/financial services and work on transactions with an enterprise value of $100 million and less.. For each, please include Name, e-mail, telephone.
OVERVIEW
Hello and thank you for asking Wonder! I understand that you are looking for a list of the 10 best investment bankers (5 from Canada and 5 from the United States) specializing in asset management/financial services who work with transactions with an enterprise value less than $100 million. Below you will find a deep dive of my findings in list which is not necessarily in any specific order.
METHODOLOGY
My main source of information for your request was the National Association of Certified Valuators and Analysts (NACVA). The NACVA’s mission is “to provide resources to members and to enhance their status, credentials, and esteem in the field of performing valuations, financial forensics, and other related advisory services.” Also helpful was the Canadian version of the NACVA, the CACVA, the American Society of Appraisers and Investopedia.
RESULTS
Your request for individuals that deal with less than $100 million falls into the category of Middle Market Firms, which mostly have deals under $200 million.
TOP FIVE INVESTMENT BANKERS IN THE UNITED STATES
Managing Partner
Harmon Partners
300 Park Street, Suite 100
Birmingham, Michigan 48009
Office: 248-723-7933
Cell: 586-873-3022
jdimovski@harmonpartners.com
- Firm specializes in serving businesses with annual revenue ranging from $10 million to $200 million
- Has won both the “Turnaround Deal of the Year” and “Industrial Manufacturing/Distribution Deal of the Year”
The Veld Group
8721 Sunset Blvd., #103
Los Angeles, CA 90069
Phone 310.652.8353 {VELD}
Fax 310.652.8363
michaelw@theveldgroup.com
- He has helped the Veld Group become “Southern California’s premier business brokerage and boutique Mergers and Acquisitions firm”
- He has participated in the sale of over 500 businesses
- Studied at the University of Michigan, MBA Entrepreneurship, Marketing
- Obtained his BA at Vanderbilt University in 1994
Founder & Managing Member
30 South Wacker Drive, Suite 2200
Chicago, Illinois 60606
Phone: 312-466-5769
Fax: 708-422-9703
Cell: 708-567-2135
kucik@kucikvg.com
- Has taught certification courses across the nation as a member of NACVA’s Training and Development Team
- Graduated from Loyola University Chicago in 1983 with Bachelor’s Degrees in Business Administration and Accounting
- Coauthor of the book "Financial Valuation Applications and Models"
Managing Partner and Co‐Founder
2600 Meidinger Tower
462 S. 4th Street
Louisville, KY 40202
Phone: 502-882-4303
Cell: 502-777-8172
Diane.medley@mcmcpa.com
- Most Admired Woman, Today’s Woman Magazine, 2016
- Valedictorian at the University of Louisville
- MCM is known for its expertise in such industries as manufacturing, construction, real estate, financial institutions, insurance, healthcare, hospitality, auto dealerships and non-profits and governmental entities
President
O’Dell Valuation Consulting LLC
PO Box 153
LaPorte, PA 18626
Phone: 443-480-5800
jodell@odellvalue.com
From Ms. O'Dell's bio:
- performed valuation services for numerous private companies for divorce, estate, gift, succession and litigation purposes
- founded the firm in 2002 as a CPA practice limited to business valuation, litigation and forensic services including expert testimony and business exit planning consulting.
TOP FIVE MIDDLE-MARKET INVESTMENT BANKERS IN CANADA
308 Square Saint-Louis
Dartmouth Partners Limited
Montreal, QC H2X 1A5 Canada
Phone: 514-962-6896
drewdorweiler@gmail.com
From Mr. Dorweiler's bio:
- Over 32 years of experience in valuation of hundreds of privately & publicly-held companies in business valuation, corporate finance & litigation support mandates on a global basis
- graduated with a Bachelor of Arts, Economics, Dartmouth College.
He obtained a dual MBA, Corporate Finance & Accounting, Lubin Graduate School of Business, Pace University.
Partner
Suite 2000,
330 5th Ave. S.W.
Calgary, AB T2P 0L4 Canada
Phone: 514-861-9724
Toll-free: 888-861-9724
Richard.Wise@mnp.ca
From Mr. Wise's bio:
- specializes in business valuation and financial litigation
- performs valuations for cross-border transactions
Managing Partner
1330 – 1075 West Georgia Street
Vancouver, BC V6E 3C9 Canada
Phone: (604) 408-2222 ext. 109
jlucas@evansevans.com
From Ms. Lucas's bio:
- Graduated from the University of Saskatchewan and holds a Masters in Business Administration Degree from the University of British Columbia
- Professional designations of Chartered Business Valuator and Accredited Senior Appraiser
Partner
9Triple8 Building Suite
1500 - 9888 Jasper Avenue
Edmonton, Alberta T5J 5C6
Phone: 780-420-4764
Fax: 780.429.4817
From Mr. Popik's bio:
- Graduated from University of Alberta in 1990 with a Bachelor of Commerce degree, majoring in accounting
- Expertise in the provision of financial litigation support, business valuation, forensic investigative accounting, advisory, and corporate finance services.
Principal
First Canadian Place, Suite 7011
100 King Street West, P.O. Box 11
Toronto, ON M5X 1A9
Phone: 416 304 1595
Fax: 416 304 702
Direct: 416.304.7016
fcohen@cohenhamiltonsteger.com
From Mr. Cohen's bio:
- “Specializes in business valuations, quantification of economic damages and forensic accounting since 1987.
- Recognized as one of Canada’s top expert witnesses in the Lexpert/American Lawyer annual guides
- Expert, mediator and arbitrator in cases involving share/equity business valuations, economic damages, lost profits, income determination, fraud investigations and due diligence investigations”
CONCLUSION
I believe you will find what you are looking for in one or more of the above professionals. All of them appear to have the credentials for which you are looking. Thank you for using Wonder and please let us know if we can help you with anything else.