Qualifications and Background

Over 25 years of progressively increasing responsibility and expertise in:

Working with companies to solve a variety of operational and financial problems.
Conducting research that provides a comprehensive view of competitors and market opportunities.
Conceptualizing how to undertake projects so that pre-established goals and objectives can be realized.
Analyzing information and preparing computerized financial models.
Creating ways to improve efficiency and economics.
Negotiating financial and business arrangements.
Presenting financial and technical information to private and public sector audiences.

Professional Experience

Hycroft Financial Partners and EHS Capital Partners 2001 – to present

Currently working with four firms to expand or launch new operations, a summary of which is as follows:

Assisting Vancouver based company plan and arrange financing for a major residential and recreational project in the Lower mainland of BC. Total capital required will exceed CDN $300 million.
Assisting California based self-storage company plan and arrange financing for a major corporate expansion in California, Hawaii and Vancouver. Total capital required will exceed USD $100 million.
Assisting Los Angeles based insurance services company execute a USD $3 million acquisition plan by designing and implementing a comprehensive business management and reporting system.
Assisting Toronto based private equity fund invest CDN $25 million in Western Canadian oil and gas projects. Responsibilities include the identification and selection of qualifying investment properties.

Chief Financial Officer 1999 - 2001

WJS Group of Companies

Responsible for complete business restructuring, planning and expansion activities for a group of companies, which provides social service programs to governments under contract with 550 employees and CDN $16 million in annual billings. Growth in revenue was accomplished through the development of a comprehensive business plan, acquisition of three business units and negotiation with lenders to fund transactions.

Senior Project Manager 1998 - 1999

P3 International Trade and Investments Inc.

Responsible for planning, financial accounting and administration of a CDN $35 million town core
re-development project located in a Maple Ridge, BC.

Executive Vice-President 1997 – 1998

Lameque Quality Group Ltd.

Responsible for operational and expansion planning, coordinating strategic partnerships, finance and accounting for a horticultural supply company with 135 employees and CDN $15 million in annual sales. To finance the proposed plan, assisted the company with securing and renegotiating CDN $10 million in debt capital.

Partner and Senior Vice-President 1978 – 1997

KPMG and KPMG Inc. (AB, ONT, NB and NS)

Advanced from entry-level accountant to partner and senior vice-president with responsibilities covering audit, consulting, forensic and insolvency engagements for clients in the public and private sectors.

Real Estate Sector Experience

My real estate sector experience includes:

Assisting a Vancouver based company plan and secure financing for a major residential and recreational project located in the Lower Mainland of BC. Total capital required will exceed CDN $300 million.
Assisting a California based self-storage company plan and secure financing for a major corporate expansion in California, Hawaii and Vancouver. Total capital required will exceed USD $100 million.
Assisted P3 International and The District of Maple Ridge with a CDN $35 millions public private partnership to develop a new office tower, library, and performing arts theatre, youth centre, as well as an expanded leisure centre.
Assisted a large Eastern Canadian real estate company review its operations by developing a comprehensive computer model which compared operating results with industry data, and performed numerous “what-if” analysis by changing key input assumptions, like interest rates and amortization periods, lease-ups and operational costs. By using the financial model, management was able to address the concerns of its lenders by improving overall profitability.
Lead Trustee responsible for restructuring a CDN $50 million Eastern Canadian real estate company pursuant to the provisions of the Bankruptcy and Insolvency Act

EDUCATION AND TRAINING

Bachelor of Commerce - Mount Allisoin Universy, Sackville NB - 1977

Chartered Accountant - Institute of Chartered Accountants - 1979

Chartered Insolvency and Restructuing Professional - Canadian Association of Restructuing Professionals - 1993

Trustee in Bankruptcy - Superintendent of Bankruptcy - 1994

PROFESSIONAL AFFILIATIONS

Bankruptcy Branch – Consumer and Corporate Affairs

New Brunswick Institute of Chartered Accountants

Canadian Association of Insolvency Restructuring Professionals

Canadian Institute of Chartered Accountants