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!
As a member of the investment team, Adrian Chan is primarily responsible for managing key components of CBGF’s investment process. In addition, Adrian is responsible for monitoring portfolio investments, assisting in identification of new investment opportunities, managing and mentoring Analysts and leading special projects as required. Born and raised in Calgary, Alberta, Adrian has a passion for the mountains and has been skiing since the age of four.
Adrian joins CBGF with several years of experience in leading due diligence for private equity clients and entrepreneurs, performing financial modeling, and developing marketing materials for several buy-side and sell-side transactions.
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.
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.
As part of the investment team, Clarissa 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.
BUSINESS DEVELOPMENT MANAGER
As Business Development Manager, Constance is responsible for maintaining CBGF’s business development activities, working directly with the investment team to drive transaction origination and onboard potential investee companies.
Constance joins CBGF with over 8 years of international business development and marketing experience. She is passionate about growing SMEs and has a track record of success in helping companies scale through building export market strategies and crafting marketing strategies for growth with experience in Food and CPG as well as Finance.
Prior to CBGF, Constance worked at BMO where she lead product marketing for customer segments at the bank. Constance graduated with a degree in Business and French from Trinity College, Dublin and enjoys continuous learning through taking courses in business innovation at University of Toronto in her spare time.
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.
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 the 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.
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 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.
Helen oversees the Business Operations for the Fund including Human Resources, Marketing & Communications, Technology and Special Projects. She will also assist the CEO in management of the Fund.
Helen joins CBGF with over 20 years of leadership experience in the financial industry, with 17 years managing and delivering large, complex portfolio strategies, operational processes, programs and projects. Helen has a wide range of knowledge in Operations, Technology, Finance, Risk, Client and Vendor management.
Prior to CBGF, Helen worked at CIBC where she led Change Management for Enterprise level programs, and at Davis + Henderson as a member of the leadership team managing the program portfolios for five lines of business. Helen graduated from Oldham College of Technology, Lancashire, England in Business and has a professional PMP certification from the Project Management Institute.
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.
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.
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.
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.
Naomie is responsible for managing key components of CBGF’s investment process and supporting CBGF portfolio companies with their growth initiatives. Born in China, Naomie grew up in Quebec City; she has a passion for travelling and discovering new places.
Prior to CBGF, Naomie worked as an Investment Banking Analyst at Credit Suisse in Toronto where she was involved in numerous financing transactions, including the inaugural high yield offering of Canada’s largest independent diamond producer.
Naomie holds a Bachelor of Commerce (First Class Honours) from McGill University where she majored in Investment Management. During her time at McGill, she was selected as one of 12 students to manage McGill’s $3 million student-run global equity fund.
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.
As a senior accountant at CBGF, Naxin is responsible for supporting the financial and accounting function under the direction of the VP Finance.
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.
At CBGF, Shawn is involved in all aspects of the investment process. He is responsible for managing industry research, due diligence and financial modeling for potential investment opportunities. Moreover, Shawn is responsible for supporting CBGF’s portfolio companies as well as assisting in special projects as required. With a passion for sports, Shawn enjoys playing golf and following the NBA and Premier League.
Prior to CBGF, Shawn worked at BDO LLP as a Senior Financial Analyst where he was responsible for financial valuations, conducting macroeconomic studies and industry research. Shawn also worked at Deloitte LLP in the Audit & Assurance practice specializing in Financial Institutions Group.
Shawn graduated from the Smith School of Business at Queen’s University with a Bachelor of Commerce in Accounting & Finance, where he was awarded several scholarships based on academic performance. He is also a Chartered Professional Accountant