The CBGF Team

The CBGF team was built with one thing in mind – helping mid-sized Canadian businesses grow.

With over 100 years of experience in entrepreneurship, leadership, and investing, our team brings a broad perspective and a successful track record across a broad range of industries, investment types, and geographies.

We have a passion for entrepreneurship and growth; no matter the opportunities or challenges that lie ahead, our team is here to help!

Anna Gilliatt

EXECUTIVE ASSISTANT

At the Canadian Business Growth Fund, Anna is responsible for supporting the Chief Executive Officer in achieving the fund’s ultimate success.

Anna has four years of administrative and customer service experience in the public sector. Prior to joining CBGF, Anna worked with the York Region District School Board where she was responsible for assisting with the development, implementation and monitoring of student support strategies in the classroom. Anna provided direct support to students in the form of behavior management and crisis- intervention and prevention strategies to enable students to function in a school setting.

Anna graduated from Queen’s University with a Bachelor of Arts (Honours) Degree with a Major in Psychology and Minor in Linguistics. After completion she went on to complete a Child and Youth Worker Diploma from George Brown College.

Anna
Anna

Brian Hefter

INVESTOR

As a member of the investment team, Brian is primarily responsible for managing key components of CBGF’s investment process. In addition, he is responsible for assisting in identification of new investment opportunities, managing and mentoring Analysts and Associates, and monitoring portfolio investments.

Brian joins CBGF with over 10 years of experience in junior capital and investment banking. Prior to CBGF, Brian worked at BMO Capital Partners, Grant Thornton Corporate Finance, and TD Securities. He received a Bachelor of Commerce from the University of Toronto and holds the Chartered Business Valuator designation.

Clarissa Campoli

ASSOCIATE INVESTOR

Clarissa is involved in all aspects of the investment process. She is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Prior to CBGF, Clarissa worked at KPMG LLP in the Transaction Services practice where she was responsible for performing financial due diligence in relation to buy-side transactions. Clarissa also spent several years in the Audit & Assurance practice, specializing in real estate and funds.

Clarissa graduated from the Ivey School of Business with an Honours Business Administration with Distinction and holds a Chartered Professional Accounting designation.

Clarissa
Dale

Dale Tingley

SENIOR INVESTOR

Dale helps to lead the investment team’s activities in origination, execution, and portfolio management. Having grown up in an entrepreneurial family, he enjoys partnering with ambitious entrepreneurs and helping them take their business to the next level.

With 18 years’ experience in private equity, Dale has invested $750 million in over 50 companies. His investments have ranged from early-stage companies to large growing enterprises with thousands of employees.

Prior to CBGF, Dale worked at BMO Capital Partners, CAI Capital Management, and Working Ventures. He received an MBA from Schulich School of Business, a BA Economics (Honours) and a Diploma of Engineering from the University of Prince Edward Island, and holds the ICD.D designation from the Institute of Corporate Directors.

Erica Calizon

ADMINISTRATIVE ASSISTANT

At the Canadian Business Growth Fund, Erica is responsible for supporting the day-to-day and administrative operations of the office.

Erica has 6 years of combined customer service and administrative experience. Prior to joining CBGF, Erica worked in the restaurant industry taking on increasingly senior roles. Erica was responsible for managing the front of house staff, a team of between 7-10 people, to ensure smooth operations and that a high quality of service was maintained.

Dale
Dale

Femi Adeyemi

ACCOUNTING MANAGER

As Accounting Manager at CBGF, Femi is responsible for supporting the financial and accounting function under the direction of the CFO.

Femi joins CBGF with over 7 years of accounting experience in the professional services industry. Prior to CBGF, Femi worked as a Finance Manager at a leading professional services firm where he was responsible for preparation of financial statements, review of acquisitions transactions and resolution of technical accounting issues for the firm.

Femi graduated with a First-Class Honours degree from the University of Lagos and went on to obtain master’s degrees in financial management and biotechnology from Liverpool John Moores University and the University of Manchester respectively. He is a member of CPA Ontario and a Fellow of the Association of Chartered Certified Accountants (FCCA).

George Rossolatos

CHIEF EXECUTIVE OFFICER

George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the strategic direction and management of the Fund.

George joined CBGF as its founding CEO in January 2018, bringing a passion to help entrepreneurs across Canada grow their companies and ‘think bigger’. Prior to CBGF, George was CEO of Avante Logixx Inc. (TSXV:XX). As an investor and operator at Avante for 7 years, his mandate was to determine the company’s strategic direction and vision and execute the go forward plan which included an operational turnaround.

George
George

Grace Reynolds

ADMINISTRATIVE ASSISTANT

At the Canadian Business Growth Fund, Grace is responsible for supporting the Senior Investors day-to-day operations and overseeing the administrative aspects of the office.

Prior to joining the CBGF team, Grace has had four years of administrative and customer service experience in the private sector. Most recently, Grace was employed as a preschool teacher responsible for ensuring smooth daily operations by developing and implementing structured programming for preschool aged children.

Grace graduated from Queen’s University with a Bachelor of Arts (Honours) Degree with a Major in Psychology and Health Studies. After completing her degree, Grace went on to complete a Child and Youth Worker Diploma from George Brown College.

Hai Tran-Viet

SENIOR INVESTOR

Hai is primarily focused on leading the investment team’s activities in transaction origination, execution, and portfolio management. In addition, he assists the CEO in management of the Fund.

Hai joins CBGF with over 17 years of experience in private equity and investment banking. He is passionate about working with entrepreneurs and has a track-record as an active partner with portfolio companies.

Prior to CBGF, Hai worked at Regimen Equity Partners, Signal Hill Equity Partners, and TD Capital (TD Bank’s merchant banking group). Hai graduated with an MBA from Columbia Business School and received a Bachelor of Science degree from McGill University. He also holds the Chartered Financial Analyst designation.

Hai
Helen

Jamie Learmonth

INVESTMENT ANALYST

As a member of the investment team, Jamie is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to CBGF, Jamie spent work terms at Brookfield Financial, InstarAGF, and KPMG LLP. He enjoys sports, especially hockey and golf, and travelling abroad.

Jamie holds a Bachelor of Business Administration (High Distinction) with a specialization in finance from the Lazaridis School of Business and Economics at Wilfrid Laurier University.

Jordan Allen

INVESTMENT ANALYST

As a member of the investment team, Jordan is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to joining CBGF full-time in 2020, Jordan spent his most recent summer as an intern at the firm. He previously completed internships at the Bank of Montreal (BMO) and Isaac Operations. He enjoys hockey, flag football, behavioural psychology, and cooking.

Jordan holds a Bachelor of Applied Science (Honours) in Applied Mathematics and Mechanical Engineering from Queen’s University.

Adrian
Karoline

Karoline Elkind

CHIEF FINANCIAL OFFICER

Karoline oversees the finance team’s activities in financial reporting, tax, and investment valuations. She is the liaison to our shareholders and assists the CEO in management of the Fund.

Karoline joins CBGF with over 15 years of experience ranging from financial statement audit through accounting policy and reporting.  In addition, Karoline lead her Corporate Expense Team through the transition to a controllership model, executed financial due diligence on over 20 transactions ranging from $5 million to over $1 billion for private and public corporations, as well as private equity and worked on the Asset Backed Commercial Paper and Nortel restructurings.

Keith Townsend

VP INFORMATION TECHNOLOGY

Keith is responsible for managing Information Technology for CBGF, including implementation and maintenance of current systems and planning future improvements and innovations.

Keith brings over 20 years experience in an Information Technology leadership role, delivering innovative solutions for both public and private sector organizations – from SaaS start-up with a small team, to multi-national corporations with thousands of employees.

Prior to CBGF, Keith was Director, Management Information Systems and Data Analytics for the Avante Logixx companies, overseeing all of their Information Technology needs. He earned a Bachelor of Technology – Mechanical Engineering, from Ryerson University.

Karoline
Karoline

Kyle Zacks

ASSOCIATE INVESTOR

Kyle is involved in all aspects of the investment process. He is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments. With a passion for sports, Kyle enjoys playing tennis and following the NBA.

Prior to CBGF, Kyle worked as an Investment Banking Analyst at Credit Suisse in Toronto. Kyle holds an HBA from Ivey Business School, graduating with Honors and Distinction.

Leah Inglis

VALUATION MANAGER

As a member of the portfolio team, Leah is responsible for leading the valuation process and supporting the ongoing monitoring of CBGF’s investment portfolio.

Prior to CBGF, Leah worked at KPMG Singapore in the Valuations practice where she was responsible for performing valuations of private companies for M&A and financial reporting purposes. Leah also previously worked at KPMG Winnipeg in the Corporate Finance and Audit practices.

Leah holds a Bachelor of Commerce degree (Honours) from the University of Manitoba. She also holds the Chartered Professional Accountant and Chartered Business Valuator designations.

Adrian
Adrian

Marisa Tartari

INVESTMENT ANALYST

As a member of the investment team, Marisa is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to CBGF, Marisa spent work terms at Hemlock Capital Partners and SAI Global. She enjoys charity work, competitive swimming, and discovering new places.

Marisa holds a Bachelor of Commerce degree (with High Distinction) in Finance and Economics from the Rotman School of Management at University of Toronto.

Mark D’Silva

INVESTOR

Mark is primarily responsible for managing key components of CBGF’s investment process. In addition, he is responsible for assisting in the identification of new investment opportunities and monitoring portfolio investments. Mark enjoys partnering with entrepreneurs to help them realize their growth plans.

Mark has over 10 years of experience in junior capital investment and investment banking. Prior to CBGF, he worked at RBC Capital Partners and TD Securities. Mark graduated from the Richard Ivey School of Business with a Honours Business Administration with Distinction.

Adrian
Nathalie

Nathalie Mercure

GENERAL COUNSEL

Nathalie Mercure has over 20 years’ experience as a business lawyer with extensive expertise in private equity and mergers and acquisitions.

At CBGF, she is general counsel. Formerly, Nathalie was a partner at Stikeman Elliott LLP where she practiced corporate law for over 18 years. Nathalie led and completed a variety of corporate, commercial and regulated transactions, acting for buyers and sellers, issuers and dealers. She was principal senior counsel to significant private equity firms, leading many acquisitions, restructurings and divestitures. Over the last few years, Nathalie acted as Executive Director of the McMichael Canadian Art Collection and as Chair of the board of directors of the Toronto French School, Canada’s largest independent school.

Naxin Zhang

SENIOR ACCOUNTANT

As a senior accountant at CBGF, Naxin is responsible for supporting the financial and accounting function under the direction of the CFO.

Naxin joins CBGF with over 15 years of accounting experience in both private and public sectors. Prior to CBGF, Naxin worked as a senior financial analyst at a public company where she was responsible for co-ordinating month-end closing process, assisting the CFO in the production of consolidated Corporate financial statements and ad hoc analysis.

Naxin graduated from the Telfer School of Management at the University of Ottawa with a Bachelor of Commerce (Honours) in Accounting. She also holds the CPA Ontario designation.

Shawn
Adrian

Robert Chen

INVESTMENT ANALYST

As a member of the investment team, Robert is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to CBGF, Robert worked as an Investment Banking Analyst at Credit Suisse in Toronto. He enjoys listening to house & techno, playing fingerstyle guitar, and travelling the world.

Robert holds a Bachelor of Commerce degree (with First-Class Honours) in Investment Management from the Desautels Faculty of Management at McGill University.

Rod Wechsler

DIRECTOR OF PORTFOLIO MANAGEMENT

As Director of Portfolio Management, Rod works closely with Management teams of CBGF’s portfolio companies to implement value-creation plans, monitor financial and operational performance and help with growth initiatives.

Rod brings over 30 years experience as an entrepreneur and leader, with extensive experience in technology, systems implementation, and workflow optimization.

Prior to CBGF, Rod was the founder of a Security Systems & Automation company that was sold in 2014. He later became the Chief Operating Officer of Avante Logixx Inc., overseeing all sales and operations of the company to develop solutions for workflow efficiency. Rod studied Electrical Engineering in South Africa, is interested in sports and is an avid off-road cyclist. Rod also volunteers with community non-profit associations.

Adrian

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