Erica McGuinness is a Vice President with Sequeira Partners, a mid-market sell-side advisory firm. Demonstrating a high level of quality performance, Erica is committed to building strong client relationships and is driven to exceed client expectations. In her role with Sequeira Partners, Erica assists clients throughout the transaction process and oversees the preparation of research, financial models and marketing materials. Before joining Sequeira Partners, Erica supported transaction execution activities for one of the Big Four accounting firms in Vancouver. In addition, she has been active in the community serving on the board of Association of Women in Finance and UBC's Thunderbird Advisory Counsel.
Erica holds a CPA, CA designation, a CBV designation and has a Bachelor of Commerce degree from UBC.
Robert is co-founder and leads Promerita Capital Partners, a new private equity and mezzanine capital business focused on the lower middle market. Robert has 20 years experience in corporate finance and investing, with the last fourteen in subordinated debt, mezzanine and equity investing. He has completed over 80 deals across various industries, including management buy outs, acquisitions and growth financing. Robert was vice president and co-founder of First West Capital, a subordinated debt and mezzanine finance provider for small and medium sized companies. Prior to this role, Robert was an Investment Manager at Vancity Capital, a subordinated debt fund. Before that, Robert was Manager, Corporate Finance with PricewaterhouseCoopers.
Aleem is a sell-side M&A advisor with Deloitte Corporate Finance Inc. As part of Deloitte's Corporate Finance Team, Aleem provides business owners and corporate directors with M&A advisory services focused on business divestitures. Aleem assists in the negotiation of transaction price and terms, provides vendor due diligence, and markets businesses to qualified financial and strategic buyers. Aleem's background includes due diligence for acquisitions, business valuations, and assurance services. Aleem is a qualified Chartered Accountant and Chartered Business Valuator.
Denise is a partner at Farris, Vaughan, Wills & Murphy LLP. She practices in the areas of Securities and Corporate Finance, Mergers & Acquisitions and Mining and Energy. Denise has experience in a broad range of transactions including debt and equity financings, mergers involving both public and private companies, plans of arrangements and other corporate reorganizations. Her practice also focuses on advising issuers with respect to securities reporting, compliance and disclosure obligations and general corporate matters.
Klemens is a Principal at Fulcrum Capital Partners which provides flexible private equity solutions to the Canadian middle market. He is active in a broad range of Fulcrum's investing activities including origination, evaluation and value creation of investments. He currenty serves on the board of two B.C. based businesses, Canstar Restorations and Weatherhaven Global Resources.