Privacy Policy

Experienced 7 multi-Billion Acquisition & Mergers, pre- and post- merger integration, with 2 decades operating expertise in the multi-national largescale facilities management, contracting, construction industries including in luxury hotels. Thorough in business and operations management and led mid to senior leadership teams with revenue and earnings accountability in Fortune 500 companies including Marriott, Hyatt, Accor, Kempinski.

Founder and former Principal of Urbane Luxury Services, a Canadian Certified WBE business, a national facilities services provider propelling local legacy businesses growth through partnerships and contracting.

Recognized strategic leader and operationally focused CFO with 3 decades of successful track record across publicly listed, venture capital and Private Equity backed businesses. Strong background in financial and strategic planning, corporate development, mergers and acquisitions, public and private capital markets, restructuring, financial reporting, corporate governance, investor relations and treasury management

Former CFO at Financeit, and AlarmForce Industries Inc, Senior Vice President of Corporate Finance and Treasury with Brookfield Residential Property Services, BGRS and an avid Investment banker with CIBC.

A qualified Chartered Financial Analyst, with 15-year Private Equity and Corporate Development strategist with multiple acquisitions and public exits under his leadership. His experience spanned in North America and Europe. Former CFO at Wikileaf, and former CIO at Nesta.

Practising Bar at law with over 25-year experience in international law, human rights, Mergers and Acquisitions. She is the Assistant Dean at School of Law, University of Texas. Lauren carries sharp experience in the contracting industry of lower middle market niche and boasts herself as a Searchfund investor in SMB space.

UCLA Civil & Environmental Engineer and a Booth’ MBA alumni, influential & innovative C-suite executive in the Energy/HVAC industry, served over 2 decades as Senior Vice President, Business Development/Sales with Sunnova Energy, Veolia, Constellation Energy managing over $100M P&L. Serving in his roles he has led Mergers & Acquisitions from due diligence to post-merger integration and organic growth and expansion opportunities.

Successfully founded, scaled and exited a deregulated energy company in the United States.

Chief Executive Officer of Project Finance Exchange, facilitating global project financing of $100 Million up to $1 Billion, a strategic business advisor, negotiator, Mergers & Acquisitions facilitator, capital raise specialist and a business growth transformer. Brings over 40 years of experience managing in North America, Australia, and Europe, in many verticals including healthcare and infrastructure projects.

Former Executive Director and Board at Kester Bottling Company, Ltd. Accra, Mastermines Utah

Mr. McKenzie is an experienced executive with over 50 years of financial service experience. regulated. MBA in finance from Harvard Business School (’72), His roles have spanned investment banking, commercial banking, broker dealing, corporate treasury, investment management, and corporate independent advisory. He is a founding Board member of The National Association of Securities Professionals, The Toigo Foundation, Girls Who Invest and is Chairman Emeritus of MIDA. During his distinguished career, he has held positions of Managing Director at BlackRock, Merrill Lynch Investment Managers, and Chase Investors, Executive Director of UBS Asset Management and Cordiant Capital. 

Mr. McKenzie has played a major role in raising over $50 Billion Of limited partnership capital.

2019 Ernst & Young Entrepreneur of The Year, specializing in building maintenance and contracting services, he is the recent Chief Growth Officer & Founder of private equity backed Royal House Partners, completing a consolidation in Missouri, Tennessee, Texas, Oklahoma & Arkansas with $50m revenue and 275 employees. Former Chief Executive Officer of Trüdela Partners within Dallas-Ft Worth. Former Executive of Service Experts LLC., a national maintenance company, with over 100 service centers across North America, 2,800 plus employees and $435m+ in annual revenue, facilitating its acquisition to Enercare in 2016. 

Outstanding Leader in the Construction Industry by Realty 2.0 in April 2022 and Awarded ACHR’s (Air Conditioning Heating & Refrigeration) News 2022 Best Contractors to Work For List.

4 decades of risk management, underwriting and due diligence expertise, overseeing independent due diligence of multi-billion dollars global infrastructure projects in Invictus Risk Solutions LLP.

Industry expert with over 50 years’ experience in Commercial Facilities Management Services across North America managing facilities of over 10 million square foot, vendor, and commercial contract management.

Bespoke Hotels Developer & Managing Director of large hotels, meetings, and events facilities with operational excellence of 3 decades across the globe, managing pre-construction developments to fully functional luxury hotel facilities in 3 continents.

Talent management and Human Resources expert, former Vice President of Minor Hotels with decades experience managing global hotel management companies and talent pool of executives.

Bruce is a seasoned executive in Facilities Management and Supply Chain strategy, with over forty years of experience driving operational excellence and cost optimization across global portfolios having owned and / or operated several businesses supporting facility operations. As Managing Member of IFM Consulting LLC and former Global Vice President at CBRE, Bruce has led high-impact teams overseeing $40B+ in supplier spend, delivering scalable, metric-driven solutions across categories like janitorial, HVAC, food service, and security. He is known for engineering practical, results-focused strategies, fostering supplier partnerships, and pioneering industry innovations that achieve exceptional outcomes.

Bruce led and accomplished significant projects including:

1. ABM – Johnson and Johnson sites solution
2. Control Building Maintenance – Plaza Carolina (mall) responsible for all IFM – related operations inclusive of janitorial, landscaping, parking lot maintenance, HVAC, electrical, plumbing, etc.
3. CBRE: Johnson and Johnson IFM solution, Kenvue IFM solution and support, Honeywell IFM support, Syngenta IFM support

Markets supported: San Juan, Arecibo, Aguadilla, Mayaguez, Ponce, Caucus, Rincon, Guayama, Gurabo.

Jason is not just a stellar in the construction & contracting industry with ongoing rollup of the fragmented industry in USA, he is also a licensed Pilot. Jason began his career in the construction industry starting a masonry business in 1994, in Portland, Oregon, gaining hands-on experience in Masonry and construction industry overall scope of the construction services. After several years he joined Dixon Remodeling growing up the ranks to become the Project Manager and eventually the General Manager. Over 2 decades Jason garnered a wealth of experience completing hundreds of small to large sized projects in both residential and commercial construction industries. Beginning his entrepreneurial journey shortly thereafter, as the CEO Jason now leads a commercial and residential sectors’ integrated maintenance services rollup, including plumbing, millwork, fencing, flooring, masonry, remodeling and the likes. Jason enforces equal opportunity and meritocracy as fundamentals of Dreamcon, demonstrating his ethos of the American Dream.

He is known as a boots-on-the-ground, tradesman by heart; Jason boasts of his real strength being in the trenches spending workdays with the team in their day-to-day.

Angela brings in entrepreneurial and acquisitions experience spanning over 28 years in 2 continents – US and UK, she brings in meticulous leadership to our Mergers & Acquisitions investments; former business owner of a successful social and commercial printing company in the UK, successfully exited, Angela now works with small medium business owners in developing exit plans of American legacy businesses including ESOP, EIDL and various other creative opportunities to curate successful transition plans for retiring business owners. She carries half a decade’ expertise in Mergers and Acquisitions, deal origination, evaluation, assessments, due diligence and preparing businesses for investments.

Jeff is an alumnus of The John Hopkins University, former Treasurer of Avitas Partners and the Chairman of the Wellesley Housing Development a not-for-profit affordable housing project. Currently working on the GreenRR project, a decentralized finance cryptocurrency platform at the intersection of sustainability and wealth transfer, Jeff is a longstanding Technology industry investor.

Jeff leads our Corporate Developments and supports our investments in achieving their financial goals through budgeting, modeling, proforma building, and intensive assessment of the financial performance metrics and key improvement areas.

Interestingly, in his personal times, Jeff is a freshwater Tropical fish collector since 1971 and also holds a 2^nd degree Black Belt in Tae Kwon Do.

Jeff is an investment banker and finance specialist with over 45 years’ experience in Mergers & Acquisitions. He has completed over $2.6B transactions across various industries, including rollup, turnarounds, divestiture and restructuring.

Successfully completed the acquisition of Rittenhouse in June 2020, during the initial COVID pandemic (M&A). The largest independent health science and medical school textbook distributor. Serving over 400 publishers and 1,000+ universities, libraries and healthcare systems.

Led the public company and healthcare practice for boutique investment firm, specializing in M&A activity. Served as Chief Compliance Officer and maintained oversight of 12 transactional professionals, involved in M&A transactions, ranging in size from $20M to $500M, and led teams that completed $416M in transactions for year-end 2015.

Co-managed four stock / bond offerings for Stewart Enterprises that raised $700M. Traded over 10 million shares of OrNda HealthCorp in 1995 and 1996, prior to acquisition by Tenet Healthcare.

Jeff has also co-managed IPO and secondary offering of Province Healthcare company. Former Partner Johnson Rice & Company, he was twice awarded All-Star Analyst by Wall Street Journal

As astute investment management professional, with over 30 years in business development, M&A, and corporate structuring, Tony helps companies grow, restructure, and navigate complex transactions across multiple markets, cross border. His background includes hands-on work in private equity wherein he managed acquisitions, led post-acquisition integrations, and led portfolio growth.

Recently served as Managing Director of multinational holding company, Kalimah Unipessoal, headquartered in Portugal, where he led operational improvements across sectors including energy, e-commerce, and consulting, and completed successful divestment of that enterprise.

He holds a BS in Business Administration and Management from NYIT, Tony is passionate about entrepreneurial new ventures, and serves on advisory boards, helping founders and leadership teams scale, enter new markets, and lead their investment thesis.

A strategic finance and Mergers & Acquisitions professional with experience across financial planning, valuation, and transaction structuring. Combines technical expertise in FP&A, financial modelling, and scenario analysis with practical deal experience, having advised on transactions exceeding $400M in value.

Leads acquisitions by building robust funding models, structuring layered debt and equity solutions, and preparing investor materials that align capital strategy with long-term business objectives. Skilled at facilitating funding partnerships, having worked on mandates spanning the UK, US, and Middle East.

Background includes scaling businesses in hospitality and renewable energy through two successful exits, giving a practical understanding of both operational improvement and value creation. Known for a hands-on and collaborative approach, delivering clarity in complex situations and helping management teams, boards, and investors make informed, confident decisions on high-value transactions.

David Liner is a seasoned C-Suite executive and experienced public company Board member laser- focused on creating shareholder value.  David was a member of the Board of Directors of CECO Environmental, a multi-industry company traded on the NASDAQ (CECE), and serves as Chairman of its Nominating and Governance Committee and a member of its Audit and Compensation committees.  David also advises investment advisors, hedge funds and institutional investors about the “asset light” business model and private equity funds and public and private global companies on M&A and governance and compliance matters.   He combines his proven legal skills, strong people skills and vast industry and international experience to guide businesses through the challenges they face on a daily basis.  Having spent nearly his entire career working for large diversified global companies focused on growth and creating shareholder value, David has and continues to work with companies to enable them to execute on their strategies and achieve their goals.  David also has an interest in working with companies based outside the United States interested in expanding into the U.S. market.

David recently retired from Roper Technologies, Inc., a New York Stock Exchange listed company and a constituent of the S&P 500, Fortune 1000 and Russell 1000 indices, which designs and develops software (both software­as­a­service and licensed) and engineered products and solutions for healthcare, transportation, food, energy, water, education and other niche markets worldwide.  He joined Roper in August 2005 as Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer, serving in that capacity until June 2016, when he stepped down from his corporate secretarial and compliance responsibilities to transition to retirement in early 2018 and a focus on Board service.  In addition to his other responsibilities during his tenure at Roper, David worked alongside Roper’s CEO, CFO and a few other senior executives on executing Roper’s robust acquisition program, deploying over $5 billion and acquiring over 40 world class businesses.

Prior to joining Roper, David spent four years as a corporate partner in the Detroit office of Dykema Gossett, a large national law firm, where he headed the firm’s Automotive Industry Practice and founded the firm’s China Practice.  From 1997 through August 2001, David was Vice President, General Counsel and Assistant Secretary of Metaldyne Corporation (formerly MascoTech, Inc.), a NYSE listed manufacturer of products for the global transportation industry.  During his tenure at MascoTech, David led the company’s global legal activities including the $900 million tender offer for TriMas Corporation.  David began his career in the legal department of Masco Corporation, a global manufacturer of products for the home and family listed on the NYSE and a constituent of the S&P 500 and Fortune 500 indices.  Starting his career at Masco fresh out of law school, David took on increasing responsibilities culminating in his appointment as General Counsel of MascoTech, which was a spin­off of the industrial businesses of Masco Corporation.