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Jon McCarthy

Founder + Managing Partner

  •  Former Managing Director at OMERS PE; leader of NA healthcare; member of investment committee
  •  Track record of top quartile returns with no investment losses
  •  Non-executive chairman, First Bridge Autism Centre
  •  BA, Economics from University of Toronto; CFA charter holder
  •  Father of 3; local volunteer and hockey coach

John Crean

Founder + Partner

  •  Former Director, Investment Banking Sponsor Coverage at Scotiabank
  •  Over 17 years of financial advisory and capital markets experience including numerous M&A advisory, equity and debt capital market transactions
  •  AB, Economics from Princeton University; MBA from University of Toronto
  •  Father of 3; avid reader and cook

Serena Lefort

FOUNDER + AFFILIATE PARTNER

  •  Former EVP Investment Finance & Tax, and Head of Tax at OMERS
  •  Led the global and business operations for nearly C$30Bn of assets under management for private equity and infrastructure investments
  •  As a CFO, supported the growth of a private business, tripling in top-line sales within 4 years to ¼ billion
  •  B.Comm (Hons) Queen’s University, School of Business, CPA, CA; CHRP
  •  Passionate team leader and culture cultivator
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