RELIABLE, DRIVEN, DYNAMIC.

Highly experienced in mergers and acquisitions, Adam has a deep expertise in financial due diligence, including quality of earnings and the evaluation of financial and cash flow forecasts.

He is recognized for his strong commercial judgment, analytical rigor, and integrated transaction advisory approach, partnering with business owners, private equity firms, and financial institutions across the United States and Canada.

As a key member of the transaction advisory team, Adam has led many transaction advisory engagements across a broad range of industries, including consumer products, manufacturing, distribution, retail and business services.

FIELDS OF EXPERTISE

  • M&A
  • Transaction advisory
  • Due diligence
  • Quality of earnings, working capital, APA/SPA issues, and vendor assistance.
  • Developing and assessing business plans, financial projections, and cash flow forecasts.

INDUSTRIES

  • Consumer Products
  • Retail
  • Business Services
  • Manufacturing & Distribution

ACADEMIC BACKGROUND

  • Chartered Professional Accountant (CPA, CA) license, 2016
  • CA Program Certificate, McGill University, 2014
  • Bachelor of Commerce, Major: Accounting, McGill University, 2013

PROFESSIONAL AND COMMUNITY INVOLVEMENT

  • President of the Jewish Chamber of Commerce, Federation CJA, Since 2025