Transaction Advisory Services

Our team

Learn more about the diverse backgrounds and professional accomplishments of our Valuation & Business Modelling team. Our most senior professionals are profiled below.

To find a professional, please select the office nearest you:

Vancouver | Calgary | Edmonton | Toronto | Montreal | Halifax

British Columbia

Paul McEwen | Partner Email | 604 678 9709 (Vancouver) More information... Paul advises clients in the analysis and quantification of value and damages due to commercial business interruption breach of contract, personal injury, wrongful death, and inventory theft or damage. He also performs forensic and investigative accounting analyses of losses due to employee dishonesty, investment and other schemes, and has provided testimony in a variety of civil, criminal, regulatory and income taxation matters. He is a CA, IFA and Chartered Business Valuator. Paul holds a Bachelor of Science in Psychology and Commerce from the University of Toronto Richard Crosson | Partner Email | 604 684 3371 (Vancouver) More information... Richard is an experienced business valuation and transaction advisor. He is responsible for business and intangible-asset valuations across a broad spectrum of industries, for acquisitions, divestitures, financings, reorganizations, dispute resolution and financial reporting. With over 30 years’ experience in the professional services, accounting and banking industries, he has worked with both public and private companies. Richard has experience providing fairness opinions, advising boards and special committees on transaction fairness issues, and acting as a valuation professional for litigation matters. Richard’s past roles with Ernst & Young have included leading our Canadian Valuation & Business Modelling practice and leading Ernst & Young’s Western US Transactions practice. He is a CA and Chartered Business Valuator and holds a Bachelor of Commerce from the University of British Columbia. Ron Patrickson | Associate Partner Email | 604 684 7863 (Vancouver) More information... Ron provides valuation advisory services to public and private companies across many industries for matters such as acquisitions, divestitures, reorganizations, dispute resolution and financial reporting. He has over 18 years of public practice experience, with over 16 years in business valuation, venture capital valuation and dispute resolution. Prior to joining our team in 2003, Ron worked at a Vancouver-based accounting firm. He is a CA and Chartered Business Valuator. Ron holds a Bachelor of Business Administration from Simon Fraser University. Laura Morgan | Senior Manager Email | 604 648 3671 (Vancouver) More information... Laura provides valuation services for a variety of purposes, including acquisitions, divestitures, reorganizations, litigation support, purchase price allocations, intangible-asset valuation and financial reporting. Prior to joining our team, she was part of Ernst & Young’s Assurance practice, where she provided assurance services for a variety of clients. She is a CA and Chartered Business Valuator. Laura holds a Bachelor of Science and a Diploma in Accounting from the University of British Columbia. Frances Potgieter | Senior Manager Email | 604 899 3544 (Vancouver) More information... Frances provides services in several areas, including financial analysis and damages quantification for litigation purposes, valuation for matrimonial, tax planning and litigation matters and business valuation matters. Prior to joining our team, Frances was part of Ernst & Young’s Assurance practice for three years. She also has experience in the insurance industry as a legal advisor. She holds an LLB from South Africa. Frances is a CA and Chartered Business Valuator. Anthony Wan | Senior Manager Email | 604 648 3645 (Vancouver) More information... Anthony provides valuation services for a variety of purposes, including acquisitions, divestitures, reorganizations, litigation support, purchase price allocations, intangible-asset valuation and financial reporting. He is a CA, CFA, Certified Public Accountant and Chartered Business Valuator. Anthony holds a Bachelor of Business Administration from Simon Fraser University.

Gerard McInnis | Partner Email | 403 206 5058 (Calgary) More information... Gerard leads our Alberta Valuation & Business Modelling practice. He is also co-leader of our Oil & Gas team and leads our Alberta Power & Utilities team. Gerard provides valuation services related to financial reporting, mergers, acquisitions and divestitures, income tax reorganizations, shareholder disputes, and loss of profits and capital value. He is a guest speaker on topics of valuation with particular recognition for his credentials in valuation for financial reporting. Gerard has 27 years of experience in senior finance and operational positions with Canadian public companies and professional services organizations. He has worked with clients across a variety of sectors, including upstream, midstream and downstream oil and gas segments, oilfield services, power generation operations, retail and wholesale agricultural crop inputs, financial services, real estate and hospitality and aviation. Gerard is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Alberta and Nova Scotia, the Canadian Institute of Chartered Business Valuators and the American Society of Appraisers. He is also an international associate member of the American Institute of Certified Public Accountants and a member of the Association of Certified Fraud Examiners. Ashley Buckberger | Associate Partner Email | 306 649 8235 (Saskatoon) More information... Still to come. Barbara Morton | Associate Partner Email | 403 206 5496 (Calgary) More information... Barbara leads the litigation practice within our Valuation and Business Modelling team in Calgary. She has 13 years’ experience providing valuation, litigation support and corporate finance services to clients. Her experience spans business and intangible-asset valuations across a variety of industries for acquisitions, divestitures, financings, reorganizations, dispute resolution and financial reporting for a variety of industries. Prior to joining us, Barbara spent seven years advising hedge fund clients for an international investment management company and has worked in various senior financial roles in industry in Canada and Bermuda. Barbara holds her CA and Chartered Business Valuator designations, and is a member of the Board of Directors of the Canadian Institute of Chartered Business Valuators. She has a Bachelor of Education in Business from the University of New Brunswick. Al Burant | Associate Partner Email | 780 412 2385 (Edmonton) More information... Alan leads our Valuation & Business Modelling practice in Edmonton. He provides business valuation and litigation support for a variety of purposes, including financial reporting, mergers, acquisitions and divestitures, corporate restructuring, shareholder disputes, transaction fairness and business interruption loss quantifications. Alan has over 20 years of experience in both public practice and industry, with over 10 years focused on valuations in sectors such as manufacturing, retail and distribution, construction, energy services, technology, broadcasting, utilities, forestry, agriculture, professional services, transportation and biotechnology. He is a Chartered Business Valuator and a CA and holds a Bachelor of Commerce from the University of Saskatchewan. Ian Manz | Associate Partner Email | 403 206 5368 (Calgary) More information... Ian is focused on business and asset valuations for a variety of purposes, including financial reporting, taxation, litigation support (including tax disputes), M&A, divestitures and corporate restructurings. Ian is the co-leader of our Oil & Gas team and leads our Alberta Power & Utilities team. With over 20 years in public practice (including over 17 years focused on the valuations area), he has industry experience that spans virtually all industries, with a concentration on the energy, power and utilities, manufacturing, technology and service sectors. Before joining us, Ian was a senior manager with an international accounting firm, co-leading its Calgary valuations practice. He is a CA and a certified management accountant and a Chartered Business Valuator and holds a Bachelor of Administration from the University of Regina. Karleen Batty | Senior Manager Email | 403 206 5215 (Calgary) More information... Karleen provides a variety of business valuation services spanning a number of industries, including oil and gas midstream, exploration and production, and oilfield services, retail and wholesale agriculture, financial services and power generation operations. Prior to joining us in 2004, she provided valuations and litigation support services at an international accounting firm. Her experience includes valuations for public and private companies related to financial reporting, comprehensive valuation analysis, fairness opinions, income tax reorganizations and services related to mergers, acquisitions and divestitures. Karleen is a CA and a Chartered Business Valuator and holds a Bachelor of Administration from the University of Regina. Jason Maltais | Senior Manager Email | 780 441 4685 (Edmonton) More information... Jason provides valuation advisory services for M&A, private equity investments, litigation support, tax planning, intangible asset valuations, goodwill impairment testing and other financial reporting purposes. Before joining us, Jason was with a mid-sized chartered accounting firm, providing audit, business and tax services to a variety of clients. He is a CA and is a Chartered Business Valuator and holds a Bachelor of Management from the University of Lethbridge. Dayton Marit | Senior Manager Email | 780 441 4243 (Edmonton) More information... Dayton provides valuation advisory services across a variety of industries for matters such as acquisitions and divestitures, financial reporting, tax reorganizations and litigation support. Before rejoining our team, Dayton spent several years with a large public telecommunications company, where he managed financial and valuation analysis for acquisitions and divestitures and other strategic initiatives. Dayton holds his CA and Chartered Business Valuator designations as well as his Bachelor of Commerce from the University of Alberta. Paul Pastor | Senior Manager Email | 306 649 8264 (Saskatoon) More information... Paul is a member of the Valuation and Business Modelling team, and serves a number of private clients in a multitude of different industries within Western Canada, including manufacturing, vehicle dealerships, transportation, mining, radio, road construction, private equity, and agriculture. Paul holds his CA, and is currently pursuing his Chartered Business Valuator designation. He also holds a Bachelor of Commerce from the University of Saskatchewan. Lauren Reidy | Senior Manager Email | 403 206 5645 (Calgary) More information... Lauren provides litigation support. She specializes in loss-quantification analysis, business and security valuation, and forensic investigations. With over seven years’ experience in the public sector, Lauren has worked with clients in a variety of industries, with a concentration in construction and retail. Prior to joining us in 2010, Lauren worked at a US-based accounting firm where she spent six years focused on business valuation and damages quantification. She holds a Bachelor of Science in Economics from the University of Pennsylvania and an MBA from the University of Michigan. Lauren also is an accredited senior appraiser. Leigh Anne Sturmy | Senior Manager Email | 403 206 5248 (Calgary) More information... Leigh Anne provides a variety of valuation-related services. She has valuation experience working with both public and private companies across many industries relating to mergers and acquisitions, divestitures, purchase-price allocations, intangible assets, income tax reorganizations and other financial reporting services. Before joining our group, Leigh Anne worked in our Audit practice for six years in both Halifax and Calgary. She holds her CA and Chartered Business Valuator designations as well as a Bachelor of Science and a Bachelor of Business Administration from Saint Francis Xavier University. Rick Trischuk | Senior Manager Email | 403 206 5021 (Calgary) More information... Rick Trischuk is a senior manager in the Business Valuation and Litigation Support group at Ernst & Young. Rick has more than 15 years of professional experience as a CA and has extensive experience providing valuation and litigation support services.

Colin O'Leary | Partner Email | 416 943 2742 (Toronto) More information... Colin leads our Canadian Valuation & Business Modelling group. With 25 years’ experience serving both public and private companies, Colin is responsible for business and intangible-asset valuation across many industries relating to acquisitions, divestitures, financings, reorganizations, dispute resolution and financial reporting. He also has experience providing fairness opinions, advising boards and special committees on transaction fairness issues, and acting as a valuation expert for litigation matters. Colin holds his CA, Chartered Business Valuator and CFA designations. William Armitage | Partner Email | 416 943 2373 (Toronto) More information... Bill is responsible for all aspects of the valuation process. For over 19 years, he has performed valuations across a wide range of industries for financial reporting, reorganization, acquisitions, divestitures and dispute resolution. Before joining us in 2004, Bill provided valuation and related services throughout Canada, the US and Western Europe. He holds his CA and Chartered Business Valuator designations as well as his Bachelor of Commerce from Laurentian University. Brendan Gallagher | Partner Email | 416 943 3987 (Toronto) More information... Brendan specializes in the valuation of capital equipment assets. He has prepared valuations for a range of purposes, including M&A, financing, insurance, tax, stamp duty and financial reporting. Prior to joining Ernst & Young, Brendan was a civil engineer in the construction industry. Brendan is an accredited senior appraiser of the American Society of Appraisers in Machinery and Technical Specialties. He holds a Bachelor of Civil Engineering and a Bachelor of Business Administration from the Royal Melbourne Institute of Technology. Jay Patel | Partner Email | 416 943 3861 (Toronto) More information... Jay provides business and intangible-asset valuation, as well as litigation support services, to public and private companies across a range of industries, with a particular focus on mining. He advises on matters such as financial reporting, acquisitions, divestitures, reorganizations and dispute resolution. He has over 15 years of professional experience and has provided evidence as an expert witness in litigation matters. Prior to joining Ernst & Young in 2001, Jay was with a forensic accounting firm for eight years, providing valuation and litigation support services to Canadian and international clients. Jay holds his CA and Chartered Business Valuator designations, as well as his Certified Accountant designation in the United Kingdom. Ron Scott | Contract Associate Email | 416 943 3071 (Toronto) More information... Ron has over 35 years of valuation experience with Ernst & Young, first as a partner and now as a contract associate. He has also been extensively involved in the provision of accounting and financial testimony in utility regulatory proceedings and in litigation before the courts. He has performed valuations, fairness opinions, estimates of damages, and submissions on financial and accounting decision requirements in many contexts. Ron holds his Chartered Business Valuator and CA designations as well as a Bachelor of Arts in Philosophy from the University of Toronto. Mevan Delwita | Associate Partner Email | 416 943 3373 (Toronto) More information... Mevan provides valuation advisory services primarily to financial services and mining companies in connection with M&A, financings, reorganizations, financial reporting, regulatory and tax matters. He has over 15 years of professional experience, which includes business valuations, transaction advisory and public-private partnership advisory work in Canada, the Middle East and South Asia. Before joining Ernst & Young in Canada in 2000, Mevan was a manager at Ernst & Young Corporate Finance in Sri Lanka. He holds his CFA and Chartered Business Valuator designations as well as a Master of Science in Finance from the University of Sri Jayewardenapura in Sri Lanka. He is also an associate member of the Chartered Institute of Management Accountants (UK). Michael Samis | Associate Partner Email | 416 943 4487 (Toronto) More information... Mike is a leading Dynamic DCF and Real Option practitioner in the natural resources industries. He has extensive professional experience valuing base metals, precious metals, diamond and petroleum projects with complex forms of flexibility and risk. His assignments have ranged from exploration stage to late-stage capital investments, and have also included analyzing the risk of project financing and the impact of windfall taxes on project economics. Mike also leads our complex securities practice, which values financial assets such as employee stock options, convertible debt, financial derivatives, and contingent contracts with derivative valuation techniques. He is a registered professional engineer and qualified for project valuation under NI43-101 guidelines. Andrew Tuck | Associate Partner Email | 416 943 2385 (Toronto) More information... The leader of our Canadian Business Modelling practice, Andrew oversees the design, development and assessment of financial models for a wide range of clients. He is also responsible for the development and implementation of leading practices in financial modelling. Andrew has more than 20 years of related experience. He has developed numerous sophisticated financial models that have been used in complex financial analyses of well-known Canadian retail, industrial service, transportation, steel and mining companies. Andrew is a CA and a Chartered Insolvency and Restructuring professional. He holds a Bachelor of Arts in Chartered Accountancy Studies, with a minor in Computer Science, from the University of Waterloo. Lauren Bermack | Senior Manager Email | 416 943 2993 (Toronto) More information... Lauren provides valuation advisory services across a variety of industries for matters such as acquisitions and divestitures, financial reporting, tax reorganizations and litigation support. Her experience includes services to both public and private companies related to the value of businesses, underlying business securities and intellectual property (such as customer relationships, brands, contracts, software, and technology). Before joining our valuation team, she spent several years with our Transaction Support and Audit practices. Lauren holds her CA, Chartered Business Valuator and CPA (Illinois) designations. She graduated from the University of Manitoba with a Bachelor of Commerce. Andrew Cochran | Senior Manager Email | 416 943 2251 (Toronto) More information... Andrew’s primary focus is to provide litigation based support services related to shareholder and tax disputes, business loss claims, expropriation and family law matters. Before joining Ernst & Young in 2004, he worked for a venture capital fund and a mid-sized accounting firm as a business valuator. Andrew holds his Chartered Business Valuator and CFA designations as well as a Bachelor of Business Administration from Pacific Lutheran University and an MBA from the University of Saskatchewan. Peggy Cheung | Senior Manager Email | 416 943 2939 (Toronto) More information... Peggy provides valuation advisory services for mandates including acquisitions, private-equity investments, litigation support, intangible-asset valuations and other financial reporting matters. She has worked on engagements across diverse sectors, including telecommunications, technology, energy, manufacturing and distribution, aviation/airlines and venture capital. Before joining our group, Peggy was with Ernst & Young’s Assurance practice, focusing on financial institutions. She holds her CA and Chartered Business Valuator designations as well as a Master of Accountancy from the University of Waterloo. Tiki Cheung | Senior Manager Email | 416 943 5494 (Toronto) More information... Tiki provides valuation advisory services for a variety of industries for acquisitions, divestitures, shareholder reorganizations, litigation support, intangible-asset valuations and financial reporting. Before joining our group, she gained experience in Ernst & Young’s Assurance practice, focusing on the private-sector growth market. Tiki holds her CA and Chartered Business Valuator designations as well as a Bachelor of Biotechnology and Chartered Accountancy and a Master of Accountancy from the University of Waterloo. Moshe Deutsch | Senior Manager Email | 416 941 1816 (Toronto) More information... Moshe provides valuation-related services for many industries acquisitions, divestitures, shareholder reorganizations, litigation support, intangible-asset valuations and financial reporting. Before joining our group, he gained experience in Ernst & Young’s audit practice, providing auditing, accounting, income tax and other attestation services to various clients in the private and public sectors. Moshe holds his CA and Chartered Business Valuator designation, a Diploma in Public Accountancy, and a Bachelor of Commerce from McGill University. Vimal Kotecha | Senior Manager Email | 416 943 6219 (Toronto) More information... Still to come. Carolyn Scott | Senior Manager Email | 416 943 2754 (Toronto) More information... Carolyn provides valuation advisory services for a variety of purposes, including acquisitions, divestitures, private-equity investments, litigation support, tax reorganizations, intangible-asset valuations and financial reporting. She joined our group from Ernst & Young’s Audit practice, where she focused on retail and manufacturing clients. Carolyn is a CA and Chartered Business Valuator and holds an Honours Bachelor of Commerce from Queen’s University. Polina Spirova | Senior Manager Email | 416 943 3670 (Toronto) More information... Polina provides valuation-related services for a variety of purposes, including tax and shareholder reorganizations, purchase-price allocation, audit support, divestitures, estate planning and capital raising. In 2006, Polina joined our group from Ernst & Young’s Valuation & Business Modelling practice in Moscow, where she performed and managed valuation engagements across a variety of industries. Polina holds her Chartered Business Valuator designation and is an accredited senior appraiser and a member of the American Society of Appraisers. She completed post-graduate business studies at the American Institute of Business and Economics in Moscow and received an MBA from Southern Methodist University in Dallas. Terrance Yeung | Senior Manager Email | 416 943 4412 (Toronto) More information... Terrance provides business modelling services, including designing, developing and assessing financial models for a wide range of clients. He also provides valuation advisory services on complex securities such as convertible debts, interest rate swaps and employee stock options for financial reporting purposes and uses Dynamic DCF and Real Options approach to value mining projects. Before joining our practice in 2010, Terrance provided capital advisory services related to structured finance transactions at Ernst & Young Orenda Corporate Finance Inc. This included developing business plans and financial models, providing recommendations for capital structures and co-ordinating the placement and negotiation of financing. Prior to joining Orenda in 2006, Terrance spent over eight years at a major Canadian Schedule I bank, where he was responsible for managing a complex portfolio of commercial and corporate clients. Terrance is a CFA and holds a Bachelor of Commerce from the University of Toronto.

Nathalie Ladouceur | Partner Email | 514 879 8264 (Montreal) More information... Nathalie leads our practice in Montreal, Quebec City and Ottawa. She provides business and intangible-asset valuations for financial statement reporting, mergers, acquisitions and divestitures, tax and succession planning and dispute resolution across a range of industries. She serves various clients, from large public companies to small, privately owned businesses. Nathalie has experience providing fairness opinions, advising boards and special committees on transaction fairness issues and acting as a valuation expert for litigation matters. Nathalie holds a Bachelor of Accounting from Université du Québec à Montréal, and is a CA and chartered business valuator. Patrick Ouimet | Senior Manager Email | 514 879 2703 (Montreal) More information... Patrick has over 10 years of experience advising clients on valuation matters. Throughout his career, Patrick has performed, managed or reviewed over 300 valuations for a variety of companies ranging from family-owned businesses to multinational organizations. Patrick specializes on valuation for transaction purposes such as M&A pricing advisory, shareholders’ dispute, fairness opinions and corporate reorganizations. Patrick works across a wide range of industries, hence focusing on technology, media and telecommunications, as well as intangible assets and intellectual property valuations. Patrick holds his CPA, CA, and Chartered Business Valuator designations. He has a Bachelor of Business Administration from Sherbrooke University. Sophie Raymond | Senior Manager Email | 514 879 2735 (Montreal) More information... Sophie provides business and asset valuations across a variety of industries for acquisitions, divestitures, financings, reorganizations, litigation support and financial reporting. She joined our group from Ernst & Young’s Transaction Support practice. Prior to joining the firm, Sophie worked as a financial analyst in consolidation for a media company. She also has a diverse background in advisory and assurance-based services. Sophie’s broad industry experience includes manufacturing, telecommunications and media. She is a CA and Chartered Business Valuator and holds an MBA from HEC Montréal. Mathieu Vaillancourt | Senior Manager Email | 514 874 4648 (Montreal) More information... Mathieu performs business valuations for mergers and acquisitions, litigation and corporate reorganizations. He has experience valuing intangible assets for financial reporting purposes, serving clients from large public companies to small, privately owned businesses. Mathieu is well recognized for his work in business valuation and quantification of damages by the Quebec Superior Court. Previously with a Montreal boutique firm, he advised government agencies in purchase price allocation matters and financial reporting. Mathieu has a Bachelor of Business Administration and a Diploma in Public Accountancy from HEC Montreal. He holds his CA, CFA and chartered business valuator designations.

Steven E. Goodfellow | Senior Manager Email | 902 421 3227 (Halifax) More information... Steven has seven years’ experience providing valuation, litigation support and corporate finance services to clients. His experience in business and intangible asset valuations spans a variety of industries. Steven has given presentations on the topic of cost of capital for learning events held in Atlantic Canada by the Canadian Institute of Chartered Business Valuators. He holds his CA and Chartered Business Valuator designations along with a Bachelor of Business Administration from the University of New Brunswick. Scott Hastings | Senior Manager Email | 902 421 3220 (Halifax) More information... Scott has experience in a wide range of corporate finance and advisory roles across numerous industries within Canada, the United States, South America, Europe and the Caribbean. His experience includes business valuation, financial modelling, mergers and acquisitions, corporate restructuring, advisory and performance improvement mandates. Scott has given presentations on the cost of capital at Canadian Institute of Chartered Business Valuators learning events in Atlantic Canada. He holds his CA and Chartered Business Valuator designations along with a Bachelor of Commerce from Mount Allison University.