John has over 40 years of broad-based financial experience. After beginning his career as an investment banker, he joined Bank of Montreal where he was responsible at various times for the Bank’s corporate finance, project finance and international banking activities. For many years he also acted as a member and vice-chairman of the Bank’s senior credit committee. Later, John established Private Equity Management Corporation, an institutional money management firm, ultimately acquired by Penfund in 1998. He is now Chairman and senior partner of Penfund which operates as a junior debt provider with over $1.2 billion of assets under management.
John has an MBA from Harvard University and is a Chartered Professional Accountant (Ontario). He is a director of several federal government and private sector corporations including Sustainable Development Technology Canada and was for many years a director of the Canadian Venture Capital Association. He has also served as a member of the Economic Advisory Council of the Finance Minister of Canada.
Rich has 20 years of experience as an investor, financial advisor and entrepreneur. He has completed Penfund investments in the food, pet, distribution and automotive aftermarket sectors. Prior to joining Penfund, Mr. Bradlow worked in the investment banking group at Scotia Capital. His work focused on private and public corporate clients across a variety of industries. Prior to joining Scotia Capital, Mr. Bradlow co-founded a successful retail and distribution business.
Rich has a BA from the University of Western Ontario and an MBA from Harvard University. He currently serves on the Board of Governors of The Bishop Strachan School and is a former Director of The Cutaneous Lymphoma Foundation and the Canadian Venture Capital Association.
Adam has 20 years of experience as a strategy consultant, investor and entrepreneur. He began his career as a consultant with the Boston Consulting Group, where he provided strategic and operational consulting to Fortune 1000 companies. He later joined Sanford C. Bernstein & Co., where he was an equity analyst covering the media and publishing sectors. He then served as CEO of Excentia, a venture-capital backed e-learning and corporate training company that he co-founded. Immediately prior to joining Penfund, Adam was an investment professional at Imperial Capital, a mid-market oriented private equity fund.
Adam has a BA from McGill University and an MBA from the Wharton School.
Nicole has over 10 years of financial experience. She began her career in the investment banking division of Credit Suisse in San Francisco where she was involved in M&A transactions in the technology industry. She then joined Onex Partners, a large-cap oriented private equity fund and subsequently worked for GRI Capital, an investment management firm in Toronto. Nicole joined Penfund in 2012.
Nicole has an HBA from the Richard Ivey School of Business at the University of Western Ontario.
Joe joins Penfund with over 20 years of experience gained from working at highly respected credit providers in Canada and the United States. Most recently, he established a Canadian office for Apollo Management and was responsible for Canadian credit origination in addition to certain coverage roles in the United States. Previously he worked at Macquarie Canada as Head of Leveraged Finance & Sponsor Coverage, at Fortress Investment Group as a Managing Director and at GE Capital as Vice President. Joe began his career with KPMG in the Assurance and Corporate Finance practices.
He holds the CPA designation and the Corporate Finance Qualification. He also holds an Honours Bachelor of Commerce Degree with a Minor in Economics at McMaster University.
Jeremy has over 20 years of private equity investing experience. He began his career working in the leveraged finance department of Goldman, Sachs & Co. in New York with a focus on senior and subordinated debt financing in a variety of industries. He later joined Oak Hill Capital Management, Inc. in New York, where he was responsible for private equity investments in the basic industry, consumer products, and retail and distribution sectors. Prior to joining Penfund, Jeremy spent more than 10 years with ONCAP Management Partners, the middle market private equity division of ONEX Corporation. While at ONCAP, Jeremy led transactions in the automotive aftermarket, renewable energy, education and business services sectors.
Jeremy has a BA (Honours) in Economics from Queens University.
Denis has worked with Penfund since 1998 and joined the organization in 2012. He has more than 30 years of experience providing accounting services to small and mid-sized businesses in the commercial, not-for-profit, high tech and financial sectors. Since 1994 he has focused a significant portion of his practice on serving private equity funds. Denis holds the CPA, CMA designations in Ontario. He also has a CPA designation from the State of Delaware.
Mike joins Penfund after having spent six years at Bank of America Merrill Lynch, most recently as a Vice President within the Leveraged Finance Investment Banking group in London. While at Bank of America Merrill Lynch, Mike was involved in a number of sponsor-led financings and M&A transactions across a range of industries and geographic regions, including North America and Western Europe.
Mike has worked for financial institutions in Toronto, London, Boston and New York and has a Bachelor’s degree in Business Administration from Northeastern University in Boston, MA.
Matt joined Penfund in 2015. Prior to joining Penfund, he worked in the Investment Banking division at TD Securities. In this role, he was involved in M&A and financing transactions across a variety of industries.
Matt has a BBA from the Schulich School of Business at York University and is a CFA charterholder.
Nancy has more than 18 years of administrative/operations experience in the financial industry. She began her career with Private Equity Management Corporation which was subsequently acquired by Penfund. She is responsible for management of Penfund’s back office, including management information systems, payroll, banking relations, money market investments, derivative transactions, accounting, reporting and general liaison with institutional investors and investee companies.
Steve joined Penfund in 2016. Prior to joining Penfund, he worked as an analyst at a long/short equity hedge fund for two years where he was responsible for covering the industrial, healthcare and financial sectors as well as special situations. Prior to this, he worked in the Investment Banking division at TD Securities where he was involved in a variety of projects in the diversified industries space.
Steve has an MSc. Finance and BComm. from Queen’s University and is a CFA charterholder.
Jeremy joined Penfund in 2018. Prior to joining Penfund, he worked as a law clerk at the Court of Appeal for Ontario. Previously, he articled at Davies Ward Phillips & Vineberg LLP and worked in leveraged finance at RBC Capital Markets.
Jeremy has a BA from Cornell University and a JD and MBA from the University of Toronto.
George joined Penfund in 2016. Prior to joining Penfund, he worked at UBS where he provided accounting services to multiple private equity clients. Previously, he worked for three years at CITCO Fund Services as a hedge fund accountant where he was responsible for assisting with the completion of multiple services for a $5 billion hedge fund client.
George has a BA in Economics and Finance from McGill University and is a CFA charterholder.
Mercedes joined Penfund in 2016. She supports both the Investment and Operations teams. Prior to joining Penfund, she provided administrative support to the executive team at Sustainable Development Technology Canada (SDTC).
Teresa joined Penfund in 2019. She supports both the Investment and Operations teams. Prior to joining Penfund, she provided administrative support to the Key Accounts executive team at JTI Macdonald Corp.