I am a seasoned entrepreneur, executive, and investor with almost three decades of experience spanning investment banking, private equity, business turnarounds, and the consumer packaged goods (CPG) industry. I take pride in my unique combination of financial expertise and operational experience, enabling me to approach investment opportunities with a well-rounded and practical perspective. My personal investment philosophy is rooted in deep fundamental research, blending rigorous competitive and operational analysis with traditional financial and quantitative methods. I am a strong believer in independent thought and avoiding the herd mentality, as I believe the greatest opportunities often lie in overlooked or underexplored areas. I focus on identifying value in ponds where very few others are fishing, particularly in nano/micro/small caps within consumer, consumer tech, retail, and industrial sectors. My educational foundation includes a Bachelor of Commerce from the University of Toronto, an MBA from the University of Western Ontario (Richard Ivey School of Business), and a Chartered Accountant designation (CPA equivalent). My career began at Deloitte & Touche and KPMG, where I honed my financial expertise before transitioning to investment banking at Morgan Stanley, where I executed high-profile M&A and corporate finance transactions across diverse sectors. In subsequent roles, I served as Chief Operating Officer and EVP at TerraVest Income Fund (now TerraVest Industries – TVK.TO), leading M&A strategies and business turnarounds, including successfully reviving a distressed portfolio company. As a founder and operator, I have built and exited two consumer products businesses, growing revenues significantly and establishing strong retail partnerships. Currently, I lead a business that focuses on scaling CPG brands from Asia into North American markets. Writing on Seeking Alpha allows me to share ideas on emerging and overlooked opportunities, drawing on my operational expertise and investment knowledge to deliver readers actionable and well-founded analysis. I welcome having my ideas challenged and strive to operate with intellectual humility, remaining open to well-reasoned counterpoints that can further refine my own understanding.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PERF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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